TapTax

Measured conclusion: Deep-tested. L2 outcome: tools_ok.

UK tax: take-home pay, self-employed and company tax, VAT, stamp duty, invoices and MTD.

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Copy this into your MCP client config:

{
  "mcpServers": {
    "TapTax": {
      "url": "https://api.taptax.co.uk/mcp",
      "transport": "streamable-http"
    }
  }
}

Measured tools (49)

• estimate_self_employed_tax read-only

  Estimate UK income tax and Class 4 National Insurance for a sole trader from turnover and allowable expenses, with the take-home figure, effective and marginal rates, payments on account and tailored tips, from HMRC's published rates for the tax year. Works from the figures given, without a TapTax account.

  Parameters:

  • turnover (required) — number — Self-employed income before expenses, in pounds
  • taxYear — string — UK tax year, e.g. "2026-27" (6 April 2026 to 5 April 2027). Defaults to the current one.
  • expenses — number — Allowable business expenses, in pounds (excluding mileage if businessMiles is given)
  • otherIncome — number — Other taxable income such as a salary or pension, in pounds
  • businessMiles — number — Business miles driven in a car or van, claimed at the approved mileage rate
  • studentLoanPlan — string
  • taxDeductedAtSource — number — Tax already paid through PAYE or CIS deductions this year
  • pensionContributions — number — Personal pension contributions paid (relief at source), in pounds

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• check_tax_code read-only

  Check whether a UK PAYE tax code (e.g. 1257L, BR, K475, 1257L W1/M1) looks right for a salary and circumstances, explain what it means, and estimate any over- or under-payment. Flat-rate codes (BR, D0, D1) are only judged when hasMultipleJobs is known; without it the verdict is needs_info. Returns a verdict tier; refund figures are estimates, not amounts owed.

  Parameters:

  • taxCode (required) — string — The code as printed on a payslip or P45
  • grossSalary (required) — number — Annual gross pay from this job, in pounds
  • taxYear — string — Tax year the code applies to; defaults to the current one
  • scotland — boolean — True for a Scottish taxpayer
  • monthsOnCode — integer — For emergency codes: how many monthly payslips were paid on it so far
  • hasCompanyCar — boolean
  • hasMultipleJobs — boolean — Whether the person has another job or pension; omitted when unknown
  • hasPrivateMedical — boolean
  • hasMarriageAllowance — boolean
  • receivesStatePension — boolean
  • marriageAllowanceDirection — string

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• check_mtd_status read-only

  Say whether and when Making Tax Digital for Income Tax applies to someone, from their qualifying income: self-employment turnover plus property income, before expenses, as on their Self Assessment return. Employment and pension income do not count.

  Parameters:

  • selfEmploymentTurnover (required) — number
  • propertyIncome — number

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• get_mtd_deadlines read-only

  List the standard Making Tax Digital quarterly update periods and deadlines for a tax year, and which one is next. Updates are cumulative from 6 April.

  Parameters:

  • taxYear — string — Defaults to the current tax year

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_take_home_pay read-only

  Calculate take-home pay from a UK salary for a tax year: income tax by band (England, Wales and Northern Ireland, or Scotland), employee National Insurance, student loan repayment and pension contributions, with yearly, monthly and weekly take-home and the employer National Insurance and total cost to the employer.

  Parameters:

  • grossSalary (required) — number — Gross annual salary in pounds
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • studentLoanPlan — string — Student loan plan, if any (plan4 is Scotland, postgrad the postgraduate loan)
  • scottishTaxpayer — boolean — True for a Scottish taxpayer (Scottish bands)
  • pensionContributions — number — Employee pension contributions a year, in pounds

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_gross_salary_for_take_home read-only

  Work out the gross UK salary needed to take home a given amount a year after income tax, employee National Insurance, student loan and a pension percentage, for a tax year (net to gross).

  Parameters:

  • targetTakeHome (required) — number — Take-home pay wanted a year, in pounds
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • pensionPercent — number — Employee pension as a percentage of gross, e.g. 5
  • studentLoanPlan — string — Student loan plan, if any (plan4 is Scotland, postgrad the postgraduate loan)
  • scottishTaxpayer — boolean — True for a Scottish taxpayer (Scottish bands)

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_salary_sacrifice read-only

  Compare pay before and after a salary sacrifice for a pension or an electric company car: income tax, National Insurance and student loan saved, employer National Insurance saved and passed back, benefit-in-kind tax for a car, the drop in take-home pay, and for a pension the cost per pound added and the saving against paying in from net pay.

  Parameters:

  • grossSalary (required) — number — Gross annual salary before the sacrifice
  • sacrificeAmount (required) — number — Amount given up from gross pay each year
  • sacrificeType (required) — string — pension, or ev-car for an electric car scheme
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • carP11dValue — number — List (P11D) value of the car; electric car only
  • studentLoanPlan — string — Student loan plan, if any (plan4 is Scotland, postgrad the postgraduate loan)
  • scottishTaxpayer — boolean — True for a Scottish taxpayer (Scottish bands)
  • employerNIPassback — number — Share (0 to 1) of the employer NI saving added to the pension; pension only

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_pro_rata_salary read-only

  Work out a part-time salary from the full-time salary and the hours or days worked compared with full time, with the take-home pay on the pro rata salary for a tax year.

  Parameters:

  • fullTimeSalary (required) — number — Full-time annual salary
  • fullTimeUnits (required) — number — Full-time hours (or days) a week, e.g. 37.5
  • actualUnits (required) — number — Hours (or days) actually worked a week, in the same unit
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • studentLoanPlan — string — Student loan plan, if any (plan4 is Scotland, postgrad the postgraduate loan)
  • scottishTaxpayer — boolean — True for a Scottish taxpayer (Scottish bands)

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• convert_hourly_rate_to_salary read-only

  Convert an hourly rate to the annual salary it adds up to for the hours a week and paid weeks a year given, with take-home pay on that salary for a tax year.

  Parameters:

  • hourlyRate (required) — number — Gross pay per hour
  • hoursPerWeek (required) — number — Hours worked a week
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • studentLoanPlan — string — Student loan plan, if any (plan4 is Scotland, postgrad the postgraduate loan)
  • paidWeeksPerYear — number — Paid weeks a year; defaults to 52 (holiday is paid)
  • scottishTaxpayer — boolean — True for a Scottish taxpayer (Scottish bands)

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• convert_salary_to_hourly_rate read-only

  Convert an annual salary to its gross hourly rate and the take-home pay per hour, for the hours a week and paid weeks a year given, in a tax year.

  Parameters:

  • annualSalary (required) — number — Gross annual salary
  • hoursPerWeek (required) — number — Hours worked a week
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • studentLoanPlan — string — Student loan plan, if any (plan4 is Scotland, postgrad the postgraduate loan)
  • paidWeeksPerYear — number — Paid weeks a year; defaults to 52
  • scottishTaxpayer — boolean — True for a Scottish taxpayer (Scottish bands)

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_student_loan_repayment read-only

  Calculate yearly, monthly and weekly UK student loan repayments on an income for a repayment plan (Plan 1, 2, 4 or the postgraduate loan) in a tax year.

  Parameters:

  • annualIncome (required) — number — Income a year that repayments are taken from
  • plan (required) — string — Repayment plan
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_child_benefit_charge read-only

  Calculate the High Income Child Benefit Charge on an adjusted net income and the Child Benefit received in a tax year: the charge, the benefit kept, and the income the charge starts from.

  Parameters:

  • adjustedNetIncome (required) — number — The higher earner's adjusted net income for the year
  • annualChildBenefit (required) — number — Child Benefit received in the year
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_tax_on_multiple_incomes read-only

  Calculate the combined UK tax on income from several sources in one tax year (employment, self-employment, rental profit, dividends and savings interest), allowing for PAYE tax already deducted: income tax, National Insurance, student loan, what is left to pay and take-home.

  Parameters:

  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • employment — number — Employment income (salary)
  • rentalProfit — number — Rental profit
  • dividendIncome — number — Dividends
  • selfEmployment — number — Self-employed profit
  • payeTaxDeducted — number — Income tax already deducted through PAYE
  • savingsInterest — number — Savings interest
  • studentLoanPlan — string — Student loan plan, if any (plan4 is Scotland, postgrad the postgraduate loan)
  • pensionContributions — number — Personal pension contributions

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_pension_tax_relief read-only

  Compare a self-employed person's tax with their current and a higher personal pension contribution in a tax year: the basic-rate relief added to the pension, the reduction in the tax bill, and the net cost of the extra contribution.

  Parameters:

  • grossIncome (required) — number — Self-employed income before expenses
  • targetPensionContribution (required) — number — Personal pension contributions planned, a year
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • businessExpenses — number — Allowable business expenses
  • currentPensionContribution — number — Personal pension contributions now, a year

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_dividend_tax read-only

  Calculate UK tax on dividends for a tax year, given the dividends and other income: the dividend allowance, tax at the basic, higher and additional dividend rates, and the effective rate.

  Parameters:

  • dividendIncome (required) — number — Dividends received in the year
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • otherIncome — number — Other taxable income, such as a salary

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• compare_salary_and_dividends read-only

  For a limited company director, work out take-home pay from a chosen salary plus dividends paid from the remaining profit after employer National Insurance and corporation tax, with every tax and the effective rate, for a tax year.

  Parameters:

  • companyProfitBeforeSalary (required) — number — Company profit before the director's salary
  • salary (required) — number — Director's salary for the year
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• compare_limited_company_and_sole_trader read-only

  Compare take-home pay as a sole trader with running the same profit through a limited company (salary plus dividends, corporation tax and accountancy cost) for a tax year, with the annual difference and an approximate break-even profit.

  Parameters:

  • annualProfit (required) — number — Business profit a year
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • accountancyCost — number — Extra accountancy cost of a company a year; defaults to 2000

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_corporation_tax read-only

  Calculate UK corporation tax on a company's taxable profit for a tax year, including marginal relief between the small profits and main rates, with profit after tax and the effective rate.

  Parameters:

  • taxableProfit (required) — number — Company's taxable profit for the year
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_contractor_day_rate read-only

  Turn a contractor day rate into annual and monthly income, an hourly equivalent, and take-home pay as a sole trader, through a company outside IR35 and inside IR35, with the best route and the PAYE salary that would take home as much, for a tax year.

  Parameters:

  • dayRate (required) — number — Day rate charged
  • billableDays (required) — number — Days billed in a year after holidays, sickness and gaps
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • hoursPerDay — number — Hours in a working day; defaults to 7.5
  • accountancyCost — number — Accountancy cost a year
  • businessExpenses — number — Business expenses a year

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• compare_inside_and_outside_ir35 read-only

  Compare a contractor's take-home pay working inside IR35 (deemed employment payment, employer National Insurance) with working outside IR35 through a limited company, from the day rate and working days, for a tax year. It compares pay; it does not decide IR35 status.

  Parameters:

  • dayRate (required) — number — Day rate charged
  • workingDays (required) — number — Days worked in the year
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • accountancyCost — number — Accountancy cost a year
  • businessExpenses — number — Business expenses a year

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_cis_deduction read-only

  Calculate the Construction Industry Scheme deduction on a payment (labour only, materials excluded) at the registered, unregistered or gross-payment rate, the amount received, and whether the year's deductions are likely to be more or less than the tax actually due.

  Parameters:

  • grossPayment (required) — number — The payment before deduction
  • cisStatus (required) — string — registered (20%), unregistered (30%) or gross payment status (0%)
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • expenses — number — Expected business expenses for the year
  • annualIncome — number — Expected self-employed income for the year
  • materialsAmount — number — Part of the payment that is materials

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• plan_quarterly_tax_set_aside read-only

  Plan how much to set aside for tax as a sole trader under Making Tax Digital, from the year's profit or each quarter's profit: the income tax, Class 4 National Insurance and student loan due, monthly and weekly amounts to put away, running totals by quarter with each update deadline, and any first payment on account.

  Parameters:

  • annualProfit — number — Expected profit for the year (split evenly across quarters)
  • studentLoanPlan — string — Student loan plan, if any
  • quarterlyProfits — array — Profit for each quarter, Q1 to Q4, instead of an annual figure
  • firstYearOfTrading — boolean — True in the first year, when the first payment on account is also due

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_mileage_allowance read-only

  Calculate the tax-free business mileage allowance for a year at HMRC's approved mileage rates for a car or van, motorcycle or bicycle, including the passenger rate, and the tax it saves at the basic or higher rate.

  Parameters:

  • annualBusinessMiles (required) — number — Business miles in the year
  • taxBand — string — Income tax band, for the saving; defaults to basic
  • vehicleType — string — Defaults to car (cars and vans)
  • passengerTrips — integer — Business trips with a passenger
  • averageMilesPerPassengerTrip — number

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• estimate_self_assessment_penalties read-only

  Estimate Self Assessment late filing penalties, late payment penalties and late payment interest on the tax due, from how many days late the return was filed and the tax was paid.

  Parameters:

  • taxDue (required) — number — Tax due on the return
  • filingDaysLate (required) — integer — Days after the filing deadline the return was filed
  • paymentDaysLate (required) — integer — Days after the payment deadline the tax was paid
  • annualInterestRatePercent — number — HMRC's late payment interest rate a year; defaults to 7.75

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_vat read-only

  Add VAT to a net price or take it out of a gross price at the standard (20%), reduced (5%) or any other rate, with the net, VAT and gross amounts.

  Parameters:

  • amount (required) — number — The price
  • direction (required) — string — add: the amount is net; remove: the amount includes VAT
  • ratePercent — number — VAT rate as a percentage; defaults to 20

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• check_vat_registration read-only

  Check whether a turnover is over the UK VAT registration threshold for a tax year, and compare VAT payable under the standard scheme with the Flat Rate Scheme for the business's sector rate, including the first-year discount, with the cheaper scheme and the difference.

  Parameters:

  • annualTurnover (required) — number — VAT taxable turnover over 12 months
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • flatRatePercent — number — Flat Rate Scheme percentage for the sector, e.g. 14.5 for IT consultancy
  • vatablePurchases — number — Purchases with VAT a year
  • firstYearOfVatRegistration — boolean

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• check_vat_reverse_charge read-only

  Work out whether the domestic VAT reverse charge for construction services applies to an invoice, by HMRC's decision steps. Takes the yes or no answers known so far and returns the next question to answer, or the outcome with what the invoice must say.

  Parameters:

  • answers — object — Answers so far, keyed by question id: supplier-vat, construction-service, vat-rate, employment-business, customer-vat, customer-cis, end-user, five-percent

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_markup read-only

  Calculate the selling price, profit and the equivalent profit margin from a cost and a markup percentage.

  Parameters:

  • cost (required) — number — Cost of the item or job
  • markupPercent (required) — number — Markup on cost, as a percentage

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_profit_margin read-only

  Calculate the profit margin and markup from a cost and a selling price, or the selling price needed for a target margin.

  Parameters:

  • cost (required) — number — Cost of the item or job
  • price — number — Selling price
  • targetMarginPercent — number — Margin wanted, as a percentage of price

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_invoice_due_date read-only

  Calculate the date an invoice is due from its date and the payment terms (on receipt, a number of days, end of month, days after month end, a day of the following month, or the statutory 30-day default), with the weekday and whether the terms exceed the statutory limit.

  Parameters:

  • invoiceDate (required) — string — Invoice date, or the day the customer received it (YYYY-MM-DD)
  • terms (required) — string — The payment terms
  • days — integer — Days, for net and net-end-of-month terms
  • customer — string
  • dayOfMonth — integer — Day, for day-of-following-month terms

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_late_payment_interest read-only

  Calculate the statutory interest (Bank of England base rate plus 8%) and fixed compensation a business can claim on a late-paid commercial invoice under the Late Payment of Commercial Debts Act, from the amount, the due date and the payment date.

  Parameters:

  • amount (required) — number — Unpaid invoice amount, VAT included if charged
  • dueDate (required) — string — The last day payment was due
  • paidOn — string — The day it was paid; defaults to today

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_capital_gains_tax read-only

  Calculate UK Capital Gains Tax on selling an asset (residential property, shares, a business qualifying for Business Asset Disposal Relief, or other assets) for a tax year: the gain after costs, losses and the annual exempt amount, tax at each rate given other income, and the payment deadline.

  Parameters:

  • assetType (required) — string — badr: Business Asset Disposal Relief
  • proceeds (required) — number — Sale proceeds
  • costBasis (required) — number — What the asset cost
  • losses — number — Capital losses to offset
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • otherIncome — number — Taxable income in the year, which sets the rate
  • disposalDate — string — Disposal date; only matters in 2024-25, when rates changed on 30 October 2024
  • allowableCosts — number — Costs of buying, improving and selling

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_rental_income_tax read-only

  Calculate UK income tax on rental profit for a landlord in a tax year, given rent, allowable expenses, mortgage interest (relieved as a 20% tax credit) and other income.

  Parameters:

  • grossRent (required) — number — Rent received in the year
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • otherIncome — number — Other taxable income
  • allowableExpenses — number — Allowable expenses, not mortgage interest
  • mortgageInterestPaid — number — Mortgage interest paid

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_savings_interest_tax read-only

  Calculate UK tax on savings interest for a tax year, given the interest, any tax already deducted and other income: the starting rate for savings, the Personal Savings Allowance and the tax due.

  Parameters:

  • grossInterest (required) — number — Savings interest in the year
  • taxYear — string — UK tax year, e.g. "2026-27". Defaults to the current one.
  • otherIncome — number — Other taxable income
  • taxDeductedAtSource — number — Tax already deducted from the interest

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• calculate_stamp_duty read-only

  Calculate the tax on buying property: Stamp Duty Land Tax in England and Northern Ireland, Land and Buildings Transaction Tax in Scotland or Land Transaction Tax in Wales, by band, with first-time buyer relief, the additional property surcharge and the non-resident surcharge where they apply.

  Parameters:

  • price (required) — number — Purchase price
  • company — boolean — True when a company is buying
  • country — string — Where the property is; defaults to England or Northern Ireland
  • ukResident — boolean — False adds the non-resident surcharge (England and NI)
  • propertyUse — string
  • completionDate — string — Completion date; defaults to today
  • firstTimeBuyer — boolean
  • replacingMainResidence — boolean
  • ownsOtherResidentialProperty — boolean — Drives the additional property surcharge

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• prepare_business_document read-only

  Prepare an invoice, quote, receipt, credit note or pro forma invoice in TapTax's free document generator, without a TapTax account. Returns the totals and a link that opens the generator with the document filled in, where the person checks it, adds a logo if they like, and downloads the PDF. The details travel in the link itself and are not stored by TapTax.

  Parameters:

  • kind (required) — string — Which document
  • lines (required) — array
  • date — string — Issue date, YYYY-MM-DD; defaults to today
  • notes — string
  • number — string — Document number, e.g. INV-0042
  • fromName — string — The business issuing it
  • template — string — Design; defaults to the generator default
  • clientName — string
  • clientEmail — string
  • fromAddress — string
  • paymentTerms — string
  • clientAddress — string
  • vatRatePercent — Defaults to 0

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• generate_invoice_numbers read-only

  Generate invoice numbers: the next number after a given one (keeping its prefix and zero padding), or a run of numbers in a chosen format (prefix, separator, optional year or month, number of digits) from a starting number.

  Parameters:

  • count — integer — How many; defaults to 1
  • start — integer — First number; defaults to 1
  • digits — integer — Digits in the number; defaults to 4
  • prefix — string — Letters, numbers and single hyphens, e.g. INV
  • datePart — string
  • separator — string
  • lastNumber — string — The last number used, e.g. INV-0041

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• get_tax_position read-only

  Read the signed-in person's own TapTax account: their tax year so far, as their dashboard shows it: business income, expenses and profit counted by the filing rule, the estimated income tax and Class 4 NI, how many transactions still need a business-or-personal decision, which quarterly updates they have filed through TapTax, and the next deadline. Needs no figures from the person: everything comes from their records.

  Parameters:

  • taxYear — string — Defaults to the current tax year

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• list_transactions read-only

  Read and search the signed-in person's own income and expense records in their TapTax account, newest first. Filter by tax year or dates, type, text in the description, or needsReview=true for the ones still waiting for a business-or-personal decision (the review queue). Needs no details from the person beyond what to look for.

  Parameters:

  • to — string — On or before this date
  • from — string — On or after this date
  • type — string
  • limit — integer
  • search — string — Text to find in the description
  • taxYear — string
  • needsReview — boolean

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• get_mileage_summary read-only

  Read the signed-in person's own mileage log in their TapTax account for a tax year: total miles, the deductible amount at the approved rates, and the most recent trips.

  Parameters:

  • taxYear — string

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• add_transaction

  Record a business income or expense in the signed-in person's TapTax, such as a receipt or a payment. The category is the HMRC self-employment box it belongs in. The same entry added twice within 10 minutes is recorded once.

  Parameters:

  • type (required) — string
  • amount (required) — number — In pounds, VAT included
  • date (required) — string — The date on the receipt or of the payment
  • description (required) — string — Supplier or client, and what it was for
  • category (required) — string — For an expense, its HMRC self-employment box (SA103F): costOfGoods: materials, parts and stock used in the work or sold on, e.g. trade and building suppliers such as Screwfix, Toolstation, City Electrical Factors, Edmundson Electrical, Travis Perkins, Wickes; constructionIndustryScheme: payments to subcontractors under the Construction Industry Scheme; staffCosts: wages, salaries and pension contributions for employees, and payments to non-CIS subcontractors; travelCosts: car, van and travel: fuel, vehicle insurance, servicing and repairs, road tax, parking, tolls, public transport and taxi fares, and hotels and meals on overnight business trips; premisesRunningCosts: rent, business rates, power, heating, water, insurance and security for business premises (never vehicles); maintenanceCosts: repairs and maintenance of business premises, machinery and equipment; adminCosts: phone, broadband, postage, stationery, printing, small office items, and software and app subscriptions such as accounting or tax software (TapTax, Xero, QuickBooks); advertisingCosts: advertising, marketing and website costs; businessEntertainmentCosts: entertaining clients or customers; interest: interest on business loans and overdrafts; financialCharges: bank, overdraft, card and payment-processing charges; badDebt: money owed to the business that will not be paid and was counted as income; professionalFees: accountants, solicitors and other professional fees, and professional indemnity insurance; depreciation: depreciation of equipment (rare in a bank transaction); other: other allowable business costs, e.g. protective clothing, trade and professional body memberships, public liability insurance. For income: turnover (sales and fees) or other (other business income).
  • personal — boolean — True for a personal (non-business) payment

  Hints: read-only no · destructive no · idempotent no · open-world no

• update_transaction destructive

  Change a transaction the signed-in person owns: mark it business or personal (this is how the review queue is cleared), or correct its category, description, amount or date.

  Parameters:

  • id (required) — string
  • date — string
  • amount — number
  • category — string
  • description — string
  • businessOrPersonal — string

  Hints: read-only no · destructive yes · idempotent yes · open-world no

• log_mileage_trip

  Record a business journey in the signed-in person's mileage log. TapTax prices it at the approved mileage rate for the tax year (tiered after 10,000 car miles). Commuting to a permanent workplace is not business mileage. Mileage tracking is on the Pro plan.

  Parameters:

  • date (required) — string
  • from (required) — string
  • to (required) — string
  • miles (required) — number — Business miles for this trip
  • purpose (required) — string
  • vehicle — string — Vans count as car

  Hints: read-only no · destructive no · idempotent no · open-world no

• list_invoices read-only

  Read the signed-in person's own invoices from their TapTax account, newest first, with each one's live status (a sent invoice past its due date reads as overdue) and the totals outstanding and overdue. Needs no details from the person.

  Parameters:

  • limit — integer
  • status — string — unpaid = sent, viewed or overdue

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• create_invoice

  Create and save a draft invoice in the signed-in person's TapTax account from a client name and one or more line items. No saved client, earlier invoice or client email is needed to create it; an email is only needed later, to send it. It is numbered in their sequence, uses their saved business details, and is not sent. Free plans include 3 invoices; paid plans are unlimited.

  Parameters:

  • clientName (required) — string
  • items (required) — array
  • notes — string
  • dueDate — string — Exact due date; otherwise dueInDays applies
  • dueInDays — integer — Payment terms in days when no dueDate is given (0 = due on receipt)
  • issueDate — string — Defaults to today
  • clientEmail — string — The client email; required to send the invoice
  • clientAddress — string
  • vatRatePercent — number — VAT rate for a VAT-registered business, e.g. 20

  Hints: read-only no · destructive no · idempotent no · open-world no

• send_invoice

  Get one of the signed-in person’s invoices ready to email, with its PDF, to the client address on it from their business name. It opens a card showing exactly what the client will receive (who it goes to, the lines and the total) with a Send button. Nothing is emailed until the person presses Send on that card.

  Parameters:

  • invoiceId (required) — string

  Hints: read-only no · destructive no · idempotent yes · open-world no

• send_invoice_from_card destructive

  Emails the invoice shown on a TapTax send card to its client, when the person presses Send on that card. Needs the one-time token the card was given.

  Parameters:

  • invoiceId (required) — string
  • sendToken (required) — string

  Hints: read-only no · destructive yes · idempotent no · open-world yes

• mark_invoice_paid destructive

  Record that the client has paid an invoice (dated today). Stops any payment reminders.

  Parameters:

  • invoiceId (required) — string

  Hints: read-only no · destructive yes · idempotent yes · open-world no

• prepare_quarterly_update read-only

  Get the signed-in person's Making Tax Digital quarterly update ready: the cumulative income, expenses and profit from 6 April to the end of the quarter, what still needs reviewing, and a card with a button that opens TapTax to check and file it. Filing itself always happens in the TapTax app, never from the chat, so HMRC receives the details of the device the person files from.

  Parameters:

  • quarter — integer — 1 = to 5 July, 2 = to 5 October, 3 = to 5 January, 4 = to 5 April
  • taxYear — string — Defaults to the current tax year

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

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