How it Works

Help your employees keep more of what they earn.

PocketTax finds the tax reliefs your employees are entitled to but aren’t claiming, from higher-rate pension relief to marriage allowance and professional fees. They get a personalised tax report and clear steps to claim. You get a benefit people actually notice in their bank account, with no changes to payroll.

Smartphone displaying a pockettax app dashboard with estimated annual income of £85,000 and estimated tax of £24,843.
Smartphone displaying a pockettax app dashboard with estimated annual income of £85,000 and estimated tax of £24,843.

Step 1
Employee downloads the app onto their mobile

Step 2
Employee connects their account to HMRC

Step 3
They answer a few tailoring questions

Step 4
They see their income and estimated tax liability for the year

Step 5
See their personalised tax savings opportunities and how to claim

Step 6
They have a place to store any records required by HMRC