How to use KiTax

1. Set up your income sources

Tell KiTax whether you are a sole trader, a landlord, or both. You can add specific business names or property labels to keep your records organised.

2. Record income and expenses

You can add transactions in three ways:

• Connect your bank: Transactions import automatically every day.
• Upload files: Import CSV or PDF statements.
• Manual entry: Quick-add single transactions.

3. Review and categorise

Assign every expense to an HMRC category (like 'Office costs' or 'Travel'). KiTax will remember your choices and suggest categories for future transactions.

4. Snap receipts

Attach photos or PDFs of receipts to your expenses. KiTax uses AI to extract the key details, keeping your digital records complete.