Frequently Asked Questions

What PocketTax is, how it works, who it helps and what it does with your data.

PocketTax is a mobile app in development that finds the tax reliefs and allowances you’re entitled to but not claiming. It connects to your HMRC record, asks a few simple questions, and helps you find ways to keep more of what you earn.
PocketTax is for the millions of UK working people who pay tax and don’t way to miss out on claiming tax reliefs and tax saving opportunities they are entitled to.
It depends on your income and circumstances, but many people are missing out on thousands of pounds without knowing it. PocketTax tells you your estimated saving before you act on anything.
No. PocketTax is tax software, built and reviewed by qualified accounting professionals. It’s designed for people who want to understand and reduce their tax without paying for an accountant.
No. PocketTax doesn’t do bookkeeping, invoicing or accounts. It does one thing: helps you pay the right amount of tax, and not a penny more.
No. Every saving PocketTax suggests is a relief or allowance HMRC already offers, like pension tax relief, Marriage Allowance or Gift Aid. These are written into UK tax law for you to use. We don’t recommend schemes or loopholes.
PocketTax is not yet available. Join the waitlist and we’ll let you know as soon as you can get started.

No. Your tax details, income and savings report are private to you. Your employer may see anonymised, combined figures, such as how many staff have signed up.
Often, yes. Being on PAYE means tax is taken automatically, but it doesn’t mean every relief is applied. Common ones people miss include higher-rate pension relief, Marriage Allowance, Gift Aid relief and tax relief on professional subscriptions.
It depends on how your scheme works. With relief at source, your pension provider claims 20% relief for you, but higher and additional-rate taxpayers have to claim the rest from HMRC. With salary sacrifice or net pay schemes, relief is usually given automatically. PocketTax helps check which applies to you.
Yes, for many reliefs. You can usually claim back up to four tax years, so a missed relief can add up to a sizeable refund. PocketTax shows what you could still claim.
PocketTax gives you tax guidance based on your own HMRC data and answers. It doesn’t recommend specific investments or pension products. For decisions about where to invest, speak to a regulated financial adviser.
Yes. You can sign up directly to use PocketTax.
It can be. PocketTax is a second pair of eyes on your tax all year round, not just at filing time. Many people share their PocketTax report with their accountant to make sure nothing is missed.

Because it puts real money back in their pockets at no cost to your payroll. Many employees, are missing tax relief they’re entitled to. PocketTax finds it and shows them how to claim it.
PocketTax is priced based on the number of employees who use it. Get in touch for a quote.
There are no IT or integration costs. Employees download the app onto their personal mobile device, and they are ready to go.
No. Employees sign up and connect to HMRC themselves. We don't need payroll files, salaries or personal details from you.
Yes. We work with employee benefits consultants and brokers to bring PocketTax to their clients. Contact us to talk about a partnership.

You log in with your own HMRC credentials and give PocketTax permission to read your tax information. We never see or store your HMRC password, and you can withdraw access at any time.
Yes. Your data is encrypted and stored securely in the UK. PocketTax is registered with the Information Commissioner’s Office (registration number ZC164358) and will be software recognised by HMRC on launch.
No. We never sell your personal data.

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