Self Assessment, organised without the software overwhelm.
Pocket Accountant gives UK sole traders, freelancers, side-hustlers and individual landlords simple, accountant-backed tools to organise income, expenses and tax-return figures without a monthly software subscription.
Clean figures. Clear tax pot. Less January panic.
Built for people who do not want another accounting system.
Pocket Accountant is deliberately narrow: it is for straightforward UK tax organisation, not complicated company structures or bespoke tax planning.
Software feels too much
Xero, QuickBooks and other platforms can be excellent, but many tiny businesses only need a clean way to organise figures for Self Assessment.
Accountants feel too expensive
Some sole traders need structure and confidence before they are ready to pay for a full accountant relationship.
Deadlines create panic
Receipts, notes and bank transactions become stressful when they are left until January. TaxBook is designed to make weekly updating simple.
Two simple products. One organised tax workflow.
TaxBook is the working spreadsheet. TaxVault is the plain-English support library that explains what to do with it.
TaxBook
The automated Self Assessment workbook.
- Income and expense logs for straightforward sole-trader or property records.
- Clear categories to keep your figures organised.
- Dashboard-style totals so you can see where you stand.
- Designed to support your preparation, not to replace HMRC filing software where software is legally required.
TaxVault
The guide library and walkthrough layer.
- Plain-English allowable-expense guide for common small-business costs.
- HMRC portal walkthrough notes and video placeholders.
- Weekly routine checklist to keep records up to date.
- Future-ready guidance prompts for Making Tax Digital preparation.
Important scope boundary
This is a digital product for organisation and general guidance. It is not a personal tax advice service, not a formal client engagement, and not intended for complex limited companies, overseas income, R&D, detailed VAT schemes, employment taxes or bespoke tax planning.
MTD-aware, without over-promising.
Making Tax Digital for Income Tax is being phased in for sole traders and landlords. Pocket Accountant helps users organise records and understand their figures, but it should not be described as HMRC-recognised MTD filing software unless and until that is actually true.
Simple pricing. No recurring subscription.
Replace the placeholder payment links in this package with your Gumroad product links before launch.
TaxBook only
For people who only want the spreadsheet workbook.
- TaxBook Google Sheets workbook
- Income and expense logs
- Dashboard-style totals
- Weekly update routine
Replace this button with your Gumroad TaxBook product link.
Placeholder: get TaxBookFull toolkit
TaxBook plus TaxVault guidance and walkthrough resources.
- Everything in TaxBook
- TaxVault guide library
- Allowable expenses checklist
- HMRC portal walkthrough resource
Replace this button with your Gumroad Full Toolkit product link.
Placeholder: get the toolkitLandlord toolkit
For individual landlords who want a simple property-income record workbook.
- Property income and expense logs
- Landlord-focused record categories
- MTD-aware record-keeping prompts
- Designed for straightforward individual landlords
Replace this button with your Gumroad Landlord Toolkit product link when ready.
Placeholder: get landlord toolkitAccountant-backed, but built for non-accountants.
TaxBook and TaxVault were created to give everyday business owners a cleaner way to organise figures before Self Assessment pressure builds.
The product line is owned and operated by Scrase Associates Ltd.
Scrase Associates Ltd
When to speak to an accountant
Use Pocket Accountant for straightforward organisation. Speak to an accountant if your affairs are complex, you are unsure whether something is allowable, you are approaching MTD thresholds, you have VAT or payroll complications, or you want personalised tax advice.
Frequently asked questions
Is TaxBook accounting software?
No. It is a spreadsheet workbook designed to organise information. It should not be marketed as HMRC-recognised filing software unless that status is obtained.
Who is it for?
UK sole traders, freelancers, side-hustlers and individual landlords with straightforward records who want a simpler way to organise their figures.
Does buying this make me a client of Scrase Associates Ltd?
No. Buying a digital product does not create a formal accountant-client engagement or retainer.
Can I use it for a limited company?
No. This launch version is deliberately scoped away from limited companies and more complex tax situations.