Free review of your filed accounts
Upload a spreadsheet export of your accounts. We run them against current tax rules and return a report setting out items identified for review — issued under a regulated accountant's letterhead.
How it works
- Download the templateA short spreadsheet — one row per figure. Fill in what applies to you and leave the rest at zero.
- Upload it hereYou will see exactly what we read from your file before anything is submitted.
- We run the reviewYour figures go through the same tax rules a practice would apply by hand.
- You receive the reportA PDF on the firm's letterhead, listing each item identified for review and the basis for it.
1 · Your details
2 · Your accounts
We accept a spreadsheet export (.csv) — one format, so nothing is misread.
View the template · download it.
3 · What we read from your file
Check this before submitting. If a figure is missing or wrong, fix the spreadsheet and upload it again.
| Figure | Value read |
|---|
Received
Your reference is — keep it if you need to ask us about this submission.
What it costs
The review is free. There is no charge for uploading your accounts and no charge for the report.
If the review identifies an item that your accountant confirms, and that confirmed item results in a tax saving, our fee is 20% of that confirmed amount. Nothing is payable on an item that is not confirmed, and nothing is payable up front.
The report identifies items for review. It is not tax advice and does not promise an outcome — whether relief is available depends on your full circumstances, the evidence, statutory time limits and HMRC.
Your data
Your file is transmitted over an encrypted connection and held in private storage. It is accessible to the reviewing accountant and to no one else. We do not publish it, share it with third parties, or sell it.
You can ask us to delete your accounts and your report at any time by replying to the email that confirms your upload.