FiledRight reviews client notes, expense lists and property records before you file — flagging risky claims, missing evidence and unclear tax treatment, then writing the follow-up questions to send back to the client.
Works alongside Xero, Sage, FreeAgent, QuickBooks and spreadsheets. A pre-submission review layer — not bookkeeping software, and not a replacement for your professional judgement.
If your self-employment and property income together clear £50,000, you've been filing quarterly since April. FiledRight reads your records, tells you plainly what's missing, what won't stand up, and what to fix — before it reaches HMRC.
Plain English, not jargon. FiledRight helps you understand and tidy your own records — it doesn't file for you, and it isn't a substitute for an accountant's advice.
One is reviewing dozens of client files against a quarterly clock. The other is trying to work out what the rules mean for them. FiledRight does the same job for both: turn a messy pile of records into a clear, specific list of what needs attention.
Quarterly reporting multiplied your review load by four without adding staff. FiledRight gives every file a consistent first pass, so juniors catch more and partners read a structured summary instead of raw bookkeeping.
From £29/month · Works alongside your existing software
The rules changed and nobody explained them to you. Paste in what you've got — a spreadsheet, a list of expenses, notes from the year — and get a plain-English answer on what MTD requires and which claims look shaky.
From £29/month · No accounting jargon
What was a once-a-year scramble becomes four times a year. The same messy notes, the same unclear expense treatment, the same missing receipts — but now the deadline arrives every quarter.
Spreadsheet plus carrier bag. Trade and rental mixed together. A list of expenses without context. "Did you mean a kitchen replacement or an upgrade?" is a question you ask after digging through invoices, not before.
Xero, Sage, FreeAgent and QuickBooks track what the client tells them. They don't flag that mortgage interest has been deducted from rental profit, or that a "repair" cost £8,900. The risk-spotting still happens in someone's head.
Capital vs revenue. Wholly and exclusively. Apportionment evidence. RDIR. Spotting these takes pattern recognition juniors haven't built yet — and partners can't review every file from scratch.
A 30-second read of a structured risk summary tells you whether to dig in or sign off. Reading raw bookkeeping for the same answer takes 20 minutes per client. Multiply by your book.
Different staff produce different review notes. Different review notes mean inconsistent client follow-ups, inconsistent quality, and a trail that's hard to defend if something goes wrong. Structured outputs help.
Paste or upload the records — yours or a client's. FiledRight extracts the facts, checks them against common UK tax-risk areas, and produces a structured review you can act on.
Messy client notes, expense lists, property records, self-employment records, bank exports, or a free-text description. FiledRight is designed for inputs that aren't tidy yet — that's the point of having a review layer.
Income and expenses are separated by source (self-employment / property / mixed) and classified by category. The output is structured before any judgement is applied — so you can see what the model has understood from the input.
Each line is run against UK-focused review checklists for sole trader and landlord clients. Items are flagged red (likely disallowable or wrong treatment), amber (unclear or needs evidence), or green (looks straightforward) — with the reason and HMRC reference where applicable.
You get a review pack: top filing risks, expense treatment table, missing evidence list, and a ready-to-send list of client follow-up questions. You edit, confirm or override anything — final judgement stays with you. Then submission goes through your existing MTD software.
Every review produces the same shape of output, so partners and junior staff are looking at the same thing every time.
The riskiest items first, each one labelled with severity, the reason it's been flagged, and a relevant UK tax reference where one applies. Designed to be read in under a minute.
A line-by-line table showing each expense, the provisional treatment, the state (confirmed / provisional / not finalisable), and the evidence still needed. The unclear column is where the work is.
Not "more evidence needed" but "kitchen invoice itemising units / appliances / labour" or "business-use percentage basis for mobile". Specific enough that the client follow-up writes itself.
"Was the kitchen like-for-like or an upgrade?" "Was the laptop used personally?" "Was the family member actually paid and was the rate commercial?" The questions are pre-written from the file — copy, edit, send.
Qualifying income calculation, mandation date, current record-keeping state, and the specific gaps blocking compliant MTD submission. Per client, with the action required.
Some flags are advisory. Others — wrong finance cost treatment, undocumented capital improvement claimed as repair, family wages without evidence — are hard stops with a clear "do not file" marker. The reviewer can override; nothing is filed automatically.
Six common situations where a structured review layer saves real time.
Mortgage interest, repairs vs improvement, RDIR, agent fees, joint ownership. Common landlord errors spotted before they reach the return.
Motor, home office, phone, mixed-use, family wages, training, entertainment. The recurring trouble areas, flagged consistently.
A quick review pass before each quarterly submission. Catches issues while they're still cheap to fix — not at year end.
Turns the review into the email. Specific, file-grounded questions — not generic "please send more evidence" requests.
Juniors run the first pass and use the structured output to learn the patterns. Partners review the structured output, not the raw file.
Run a scan a few weeks before year-end so capital vs revenue questions, missing receipts and family-wage evidence can still be addressed.
Two client types, twenty common review checkpoints. The UK-focused checklists FiledRight runs against every file.
Where individual residential landlords most often need a second look — finance costs, capital vs revenue, evidence.
The recurring grey areas — apportionment, capital vs revenue, wholly and exclusively, evidence.
Different jobs. Use both.
Xero, Sage, FreeAgent and QuickBooks are excellent for bookkeeping, digital records and MTD workflows. FiledRight is different. It sits on top as a tax-risk review layer, helping accountants assess whether the information being reported looks risky, incomplete or unclear.
FiledRight does not replace accounting software. It runs alongside it.
A messy mixed sole trader and landlord record — flagged, classified and ready for review. The risks come first, each with the reason and a reference; the follow-up questions write themselves.
1. Was the new kitchen a like-for-like replacement of an existing functional kitchen, or did it materially improve / upgrade the property? Please send the contractor invoice and before/after photos.
2. Was the laptop used for any personal activities (general web browsing, family use)? If so, please confirm the business-use percentage and how it was estimated.
3. For payments to your sister — what specific work did she do, how was the £2,400 rate set, and can you send the bank transfer records?
4. Was the design course updating skills you already use in your current freelance work, or did it teach you something new you weren't previously doing?
5. Is any part of the let property used by you personally at any point in the tax year?
A review layer is only useful if it's honest about what it knows and what it doesn't. FiledRight is built around that.
Every output is for accountant review. Nothing is filed automatically. The professional user remains responsible for final judgement on every line.
Items the model can't confidently classify are flagged as "unclear" or "not finalisable" with the specific reason — rather than being given a confident-sounding but unreliable answer.
Each flag carries a state — confirmed, provisional or not finalisable — so the reviewer can prioritise their time on the items that actually need a judgement.
Specific evidence gaps are surfaced as a checklist — not buried in prose. The follow-up email writes itself from this list.
Review rules are UK-focused checklists for sole trader and landlord clients, maintained and verified — not real-time scraping of HMRC content. Reviewers should still confirm against current guidance.
FiledRight produces structured review aid. It does not replace your professional judgement, your engagement letter, or your responsibility for the file.
Start on your own — whether that means your own records or a small client book — and move up as the volume grows. Founding access at £39/month while early access is open.
Direct answers — no hedging.
No. FiledRight is a review layer that works alongside your existing accounting software. Bookkeeping, digital records and submission stay in Xero, Sage, FreeAgent or QuickBooks — FiledRight reviews the information before it goes out.
No, not currently. FiledRight helps accountants review information before submission. The submission itself happens through your existing MTD-compatible software.
FiledRight produces AI-assisted review notes and risk flags for accountants. It's a structured review aid — not final tax advice. Final judgement remains with the professional user on every file.
Two groups. First, UK accountants and bookkeepers handling sole trader and landlord clients under Making Tax Digital — sole practitioners through to growing practices.
Second, the sole traders and landlords themselves: people whose combined self-employment and property income puts them in MTD, who want to understand the rules and keep their own records straight before handing anything over.
It depends on your qualifying income — the gross self-employment and property income you report, added together. Not your profit, and not after expenses. Employment income and dividends don't count towards it.
Above £50,000, MTD for Income Tax started on 6 April 2026. Above £30,000 it starts in April 2027, and above £20,000 in April 2028. The MTD readiness checker works this out from your figures and tells you which date applies.
That's the intent. Every flag says what the item is, why it's been questioned, and what would settle it — in plain English rather than tax-code shorthand. Where an HMRC reference exists it's included, so your accountant can follow the same reasoning.
A common use is to run a review, fix the obvious gaps, then send the PDF to your accountant so the conversation starts from a tidy position.
No. FiledRight reviews your records and tells you what needs attention; the submission itself goes through MTD-compatible software or your accountant. It's the check before you file, not the filing.
MTD increases the frequency of digital record updates from annual to quarterly. That makes quick, structured review and issue-spotting more important — there's less time between submissions to untangle messy records.
No. FiledRight uses UK-focused tax review checklists and rules that are maintained and verified, rather than relying on live scraping. We recommend reviewers verify treatment against current HMRC guidance before filing — and we'll keep the checklists updated as guidance changes.
Yes — that's the design intent. FiledRight is built to extract key facts from messy expense lists, accountant notes, plain-text descriptions and partial records. Clean inputs aren't required.
Accountants control which reviews are saved. Saved reviews are stored against the signed-in account; reviews that aren't saved aren't retained beyond the session. AI calls are routed through a backend so model API keys never sit in the browser.
This is an early-access product — for the avoidance of doubt, use sample data only until your firm has reviewed our data-processing arrangements.
Whether you're reviewing a client book or your own records, FiledRight flags the risky claims, lists the evidence you're missing, and tells you exactly what to fix — while there's still time to fix it.
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Early-access demo: use sample data only until your privacy policy, terms, and data-processing setup are finalised.