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AbraTax – What You Need to Know

An in-depth look at AbraTax — features, strengths, limitations, and who it's best for.

01

At a Glance

Key facts about AbraTax at a glance.

FeatureAbraTax
Software TypeWeb-Based MTD Bridging + Self Assessment + VAT
Target UsersLandlords, Sole Traders, Accountants, Families
Income Sources SupportedSole Trader + UK Property + Foreign Property
Free MTD Software PlanFree during beta; £5/month thereafter (individual)
MTD Quarterly Updates to HMRC Yes
Final DeclarationIn development (quarterly updates live)
Bank Reconciliation No
Automated Bank Feeds No
Invoice Creation No
Receipt Capture (OCR) No
Expense Auto-Categorisation No
Property Portfolio Management No
Tenant Management No
Joint Ownership & Profit Sharing No
Payroll No
HMO Unit-Level Tracking No
HMRC SA105 Box Pre-Mapping Yes
Spreadsheet Import/Export Yes
PlatformWeb browser only
GDPR Compliant Yes
02

What Is AbraTax?

What Is AbraTax?

AbraTax (abratax.co.uk) is a UK-based, web-based tax software platform that provides three distinct products: MTD ITSA bridging software, MTD VAT bridging software, and free Self Assessment tax return filing. It is HMRC-recognised across all three product areas and has also developed a white-label version of its platform in partnership with Mazars, the global accountancy firm, available at mazars.abratax.co.uk.

For MTD ITSA, AbraTax operates as a pure bridging tool. Users download pre-built Excel templates for self-employment, UK property, or foreign property — structured to meet HMRC's digital link requirements — populate them with their income and expense data, and upload the completed file to the AbraTax dashboard for quarterly submission. The platform supports both Excel (all versions) and Google Sheets, requires no bank account connection, and shows live estimated tax liability calculations at all times. Filing deadline reminders, unlimited amendments, and built-in validation checks are included in all plans. A dedicated agent portal allows accountants to manage unlimited clients from one central dashboard.

Strengths

  • HMRC-recognised for MTD ITSA, MTD VAT, and Self Assessment
  • All three MTD income types covered (sole trader, UK & foreign property)
  • Self Assessment (SA100–SA109) currently free
  • MTD VAT — established product from £8/month
  • Very low ITSA pricing: £5/month (individual)
  • Compatible with both Excel (all versions) and Google Sheets
  • Live tax calculations and estimated liability dashboard
  • Unlimited submissions and amendments in all plans
  • Filing deadline reminders built in
  • Shared access for spouse, family, or accountant
  • Dedicated agent portal — unlimited clients
  • Mazars white-label partnership adds institutional credibility
  • Fully web-based — accessible from any device, no download required

Limitations

  • Bridging only for MTD — does not create or maintain digital records
  • No property management, tenant management, or rent tracking
  • No bank feeds or automated transaction matching
  • No AI categorisation, OCR receipt capture, or invoice creation
  • No formal accounting reports (P&L, balance sheet, trial balance)
  • Final declaration still in development at time of publication
  • Small Trustpilot review base (5 reviews) — limited public track record for ITSA product
  • Email support only (no phone); Mon–Fri 8am–6pm
  • No mobile app — browser-based only
  • Beta pricing may increase post-launch
03

Making Tax Digital Compliance

How AbraTax Handles MTD Compliance

AbraTax is HMRC-recognised for MTD ITSA bridging across all three income categories: sole trader, UK property, and foreign property. It provides separate pre-built Excel bridging templates for each income type, downloadable free from the platform. Users populate the template with their income and expense summaries, link the cells via formula to their own digital records (meeting HMRC's digital link requirement), upload the completed file, validate it within the dashboard, and submit to HMRC in a few clicks. The platform displays live tax calculations and estimated liability after each submission. Filing deadline reminders alert users to upcoming quarterly dates. The final declaration — which replaces the traditional Self Assessment return under MTD — is noted as in development at the time of publication and should be verified before committing. Crucially, AbraTax does not create or maintain digital records; that responsibility remains with the user in their spreadsheet.

FeatureAbraTax
HMRC Recognised (MTD ITSA) Yes
MTD Quarterly Updates Yes
Final DeclarationIn development
Digital Record Keeping No
Digital Links Compliant Yes
Sole Trader Income Yes
UK Property Income Yes
Foreign Property Income Yes
Multiple Income Streams Yes
Agent Filing on Behalf Yes
04

Property Management

AbraTax: No Property Management Features

AbraTax has no property management functionality of any kind. It is a tax filing and MTD submission interface. It does not track tenancies, manage rent, record compliance document deadlines, allocate expenses to individual properties, or provide any landlord-specific workflows. Landlords using AbraTax must manage all property administration in separate software or spreadsheets. For small landlords with one or two properties who already maintain organised records, this is a deliberate design choice that keeps the platform affordable and simple. For landlords with growing portfolios who need more than a submission tool, it is a material gap.

FeatureAbraTax
Property Portfolio Management No
Tenant Management No
Rent Tracking No
Property Expense Allocation No
Multiple Property Support No
HMO Property Support No
Joint Ownership/Profit Sharing No
Maintenance Tracking No
Tenant Screening No
Compliance Document Alerts No
Arrears Tracking No
05

Bookkeeping, Accounting & Digital Record Keeping

AbraTax: Structured Templates, No Bookkeeping Engine

AbraTax does not perform bookkeeping functions. Its pre-built Excel templates structure income and expense data to HMRC's required categories, providing a useful guide for users who need help organising their records correctly. However, the user must enter all data manually into the template from their own records. There are no bank feeds, no automated categorisation, no chart of accounts, no journal entries, and no formal accounting reports. AbraTax's MTD ITSA product is purely a digital link between a user's existing spreadsheet and HMRC's submission API.

FeatureAbraTax
Cash Basis Accounting No
Chart of Accounts (Pre-built, Landlord-Tailored) No
Journal Entries No
Bank Reconciliation No
Automated Bank Feeds No
Open Banking Integration No
Double-Entry Bookkeeping No
HMRC Box Pre-Mapping Yes
Xero Integration No
Spreadsheet Import/Export Yes
Digital Record Storage No
06

Invoicing, Expense Tracking

AbraTax: No Expense Tracking or Automation Features

AbraTax has no expense tracking, receipt capture, invoice creation, or automation features of any kind. All expense recording and categorisation takes place in the user's own spreadsheet before the file is uploaded for submission. AbraTax does not assist in identifying allowable deductions, flagging missing expenses, or reducing manual data entry time. Its pre-formatted HMRC expense categories within the templates do provide a useful structural guide for users who are uncertain how to classify their property expenses, but the data entry itself is entirely manual.

FeatureAbraTax
Invoice Creation & Sending No
Invoice Customisation/Branding No
Online Payment Collection No
Payment Tracking/Reminders No
Expense Tracking No
Receipt Capture (OCR/Photo) No
Expense Categorisation No
Automated Transaction Matching No
Mileage Tracking No
AI Auto-Categorisation No
07

Reporting & Tax Forecasting

AbraTax: Live Tax Calculations Dashboard, No Formal Accounting Reports

AbraTax does not produce formal standalone accounting reports. It does not generate profit & loss statements, balance sheets, or trial balances. However, its Calculations tab provides a live view of estimated tax liability, profit, and National Insurance contributions based on income and expenses submitted to date — updated automatically after each quarterly upload. This real-time tax estimate is a genuinely useful feature for landlords and sole traders who want to plan ahead for their tax bill without using a full accounting platform. HMRC submission receipts and PDF exports are available for all filed returns.

FeatureAbraTax
Profit & Loss Report No
Balance Sheet No
Trial Balance No
Dashboard/Overview Yes
Real-Time Financial Data Yes
Cash Flow Reporting No
Tax Estimate/Forecast Yes
AI-Powered Features No
08

Collaboration & Mobile Apps

AbraTax: Shared Access, Strong Agent Portal, and Browser-Based Access

AbraTax includes built-in team collaboration features that allow landlords to share account access with a spouse, family member, or accountant directly within their subscription. The dedicated agent portal for accountants allows unlimited clients to be managed from a single central dashboard, with a simple client authorisation flow, HMRC connection management, and group organisation features. Built-in validation catches common errors before submission, and HMRC submission receipts are downloadable for every filing. The platform is fully web-based — accessible from any device with a browser — though there is no dedicated iOS or Android app.

FeatureAbraTax
Accountant/Advisor Portal Yes
Multi-User Access Yes
Agent Filing on Behalf Yes
Bank Integration No
PlatformWeb browser only
Web Browser Access Yes
FCA Regulated No
GDPR Compliant Yes
09

Ease of Use, Support & Security

AbraTax: Simple Three-Step Workflow with UK-Based Email Support

AbraTax is designed around a deliberately simple workflow: download template, populate with figures, upload and submit. The platform is fully web-based with no installation required, and includes built-in validation that catches common errors before submission — reducing the risk of failed filings. Early users praise the clean interface and straightforward process. The UK-based support team operates Monday to Friday, 8am to 6pm, via email. There is no phone support or live chat. Trustpilot reviews are positive but limited in number (5 reviews at the time of publication), reflecting the platform's early stage in the ITSA market. AbraTax is GDPR-compliant. Its association with Mazars adds a degree of institutional credibility, though formal security certifications such as ISO 27001 are not listed on the platform's public pages.

FeatureAbraTax
Phone Support No
Chat Support No
Email Support Yes
Help Centre/Knowledge Base Yes
FCA Regulated No
Enterprise-Grade Security No
10

Unique Features Only AbraTax Offers

Free Self Assessment filing (SA100–SA109)

AbraTax's Self Assessment product is currently free during its testing phase and covers the full range of supplementary forms including SA105 (rental income), SA106 (foreign income), and SA109 (non-residence)

Live tax calculations and estimated liability dashboard

After each quarterly upload, the Calculations tab shows real-time estimates of profit, tax due, and National Insurance contributions. This running tax estimate helps landlords plan for their tax bill throughout the year.

MTD for VAT — established product

AbraTax's MTD VAT bridging is a well-established offering (from £8/month) compatible with all Excel versions and Google Sheets.

Google Sheets compatibility

AbraTax's bridging templates work with both Excel (all versions) and Google Sheets — broadening accessibility beyond Excel-only tools.

Mazars white-label partnership

AbraTax operates a white-label version in partnership with Mazars, the global accountancy firm — providing institutional credibility and access to an established accountancy practice channel for its MTD product.

Family and group pricing tiers

The Family plan (£10/month, up to 10 people) and Extended plan (£20/month, up to 50 people) allow landlords to manage MTD submissions for a spouse, children, or family members within one affordable subscription — a structure not offered by most MTD platforms.

No bank account access required

AbraTax explicitly does not require connection to a bank account — users upload only their spreadsheet. For landlords who prefer to keep banking and tax software separate, or who do not have a dedicated rental bank account, this privacy-first approach is a meaningful differentiator.

11

Who Should Choose AbraTax?

AbraTax is the better choice for:

Landlords and sole traders who already use spreadsheets and want the cheapest MTD route

At £5/month for an individual, AbraTax is one of the most affordable HMRC-recognised MTD ITSA options available, covering all three income types with a clean, simple three-step workflow.

Users who want free Self Assessment filing alongside MTD

AbraTax's SA100–SA109 product is currently free and covers all supplementary forms. For landlords who want to file their annual Self Assessment and quarterly MTD updates from the same platform without paying separately for each, AbraTax offers strong combined value.

Families and couples submitting multiple returns

The Family plan (£10/month for up to 10 people) and Extended plan (£20/month for up to 50 people) cover multiple taxpayers under a single subscription — a pricing model well-suited to landlords who also manage submissions for a spouse or family members.

Users who do not want bank account access required

AbraTax explicitly does not need access to a bank account — only the spreadsheet is uploaded. For landlords who prefer to keep banking and tax software entirely separate, or who have privacy concerns about bank feed integration, this is a meaningful advantage.

VAT-registered landlords and sole traders

AbraTax's MTD VAT product is an established offering that can be used alongside the ITSA product from the same account.

Accountants managing multiple clients with spreadsheet-based records

The agent portal supports unlimited clients, group organisation, and a central dashboard for managing all obligations — built with accountant workflows in mind, and currently free during the beta period.

Early adopters who want to verify final declaration readiness before mandation

AbraTax's quarterly update capability is live and HMRC-recognised. Users joining now should confirm that the final declaration feature is complete before the April 2026 mandatory deadline, as this was noted as in development at time of publication.