Get ready for Making Tax Digital.
Get your figures together for Self Assessment.
Free to download. See plans and pricing
FreelanceOS for iPhone, Mac and web.
That payment might need to cover rent, a quiet week and your tax bill. See an estimate based on what you’ve earned and spent, then decide how much to put aside.
Upload a bank statement. Your client payments and purchases are there to work through, even if it’s been a while since you last updated your records.
View the iPhone appUse the same phone for clients and family? Split the bill and record the business share with your expenses.
Read the expenses guide
Open your tax estimate after a client pays. You can see the income and costs behind the figure and use it to plan for quieter weeks. Your final bill depends on your full return.
Read about Self Assessment
Save a PDF summary of your income and expenses, along with a spreadsheet of the transactions behind the totals. Keep a copy for your Self Assessment.
See how to prepareFreelanceOS helps you prepare your records. When it’s time for Self Assessment, you can see what you earned, what you spent and where each figure came from.
Explore the Self Assessment guideBring in a statement and pick a payment you recognise. Match it to the client or job while it’s fresh in your mind.
Work through purchases a few at a time. Give each business expense a category so you can find it again at year end.
Review your business income, costs and profit together. If a total looks unfamiliar, go back to the payments behind it.
HMRC looks at your combined income from self-employment and property before expenses. Your start date depends on the amount and the tax year it came from.
Your start date is 6 April 2027.
This guide assumes your income is similar across the tax years shown. If it changed, check the figure on each return. Exemptions can apply.
Check your circumstances on GOV.UKA bank statement might give you little more than a date and an amount. Keep the client, project and invoice together so you can trace a payment back to the job you remember.
What it means, who it affects, and where to start.
Read the guide ↗Tools & software ✓
Business travel ✓
Your records ✓
Keep the detail.Business costs, the rules, and the records to keep.
Read the guide ↗What to gather before you sit down to file.
Read the guide ↗Start with the free iPhone workspace. The Pro plan adds tax-record tools and higher limits for client work.
Full pricing details ↗A clear place to begin.
Stripe processing fees apply separately.
It depends on your qualifying income and circumstances. Use the income checker to see how your income affects your start date.
You can bring in a bank statement, organise your business expenses and save a summary of the year’s figures. See how to prepare.
Yes. Start with an account you use for work. You can organise your business income and expenses yourself, one statement at a time.
Start with one bank statement for the tax year. Find a payment you recognise, mark what it was for and work through the rest a little at a time. You can come back to the same review later.
The free iPhone plan includes five active clients and three new invoices per UTC calendar month. Optional Pro is £4.99/month or £29.99/year in the UK and unlocks higher workspace limits and tax-record tools. A 1% FreelanceOS fee and separate Stripe processing fees apply to invoice-link payments on both plans. Read the full pricing details.
Yes. Use FreelanceOS on iPhone, Mac or the web. Your clients, projects and invoices sync across supported devices. Find FreelanceOS for your device.
Visit our help page, contact us, or read the privacy policy for details about your data.
Free to download. Optional Pro. Invoice payment fees apply. See pricing