Year-Round Tax Planning
Stay ahead of tax obligations with year-round planning insights. Understand your tax position, identify potential deductions, and plan cash for tax payments. Work smarter with your accountant, not harder.
What's Included
Everything you get with Finley's tax planning service
Tax Position Monitoring
- Estimated tax obligations based on current financials
- Corporation tax projection
- VAT tracking and forecasting (UK)
- Quarterly payment planning
- Year-end tax position estimates
Deduction Tracking
- Automatic identification of potentially deductible expenses
- R&D expenditure flagging for tax credits
- Capital expenditure tracking
- Travel and entertainment categorization
- Home office deduction support
Planning & Preparation
- Cash flow planning for tax payments
- Tax calendar with key deadlines
- Pre-meeting reports for accountant consultations
- Documentation organization for filings
- Year-end planning recommendations
Common Problems We Solve
If any of these sound familiar, Finley can help
"Tax bills always catch me by surprise"
Finley tracks your estimated tax position throughout the year. No more year-end shocks - you'll see your likely tax bill building in real-time.
"I miss deductions because I don't track expenses properly"
Automatic categorization identifies potentially deductible expenses as they occur. At year-end, you have a complete list for your accountant to review.
"I never have cash set aside when taxes are due"
Tax payment forecasts integrate with cash flow planning. You'll know how much to reserve and see it factored into your cash projections.
"Meeting with my accountant feels unprepared and expensive"
Generate pre-meeting reports that organize your financial data for efficient accountant consultations. Spend less time explaining basics and more time on strategy.
How It Works
From upload to insights in minutes, not weeks
Upload Your Financial Data
Provide your transaction history so Finley can analyse revenue, expenses, and identify tax-relevant categories.
- Transaction categorization with tax flags
- Revenue recognition tracking
- Expense deductibility assessment
- Capital vs operational expense separation
Review Tax Position
See estimated tax obligations based on your current financials, with breakdowns by tax type.
- Corporation tax estimates
- VAT position (UK businesses)
- Estimated vs actual comparison
- Year-to-date accumulation
Identify Deductions
Review automatically identified deductible expenses and R&D eligible spending.
- Deductible expense categories
- R&D tax credit eligible spending
- Capital allowances tracking
- Documentation gaps highlighted
Plan & Prepare
Use insights to plan cash reserves for tax payments and prepare for accountant meetings.
- Cash allocation recommendations
- Tax calendar integration
- Accountant-ready reports
- Year-end planning checklist
Why Choose Finley
What makes our tax planning different
Year-Round Visibility
Don't wait for year-end to discover your tax position. Monitor throughout the year and eliminate surprises.
Automatic Deduction Tracking
Potentially deductible expenses are flagged automatically as they occur. No more hunting through receipts at year-end.
Cash Flow Integration
Tax obligations are factored into your cash flow forecasts. Plan for payments without depleting working capital.
Accountant Collaboration
Generate organized reports that make accountant meetings more efficient. They'll appreciate the preparation.
R&D Credit Support
Identify spending that may qualify for R&D tax credits - often a significant tax benefit for tech and innovation companies.
UK Tax Expertise
Built with UK tax requirements in mind, including VAT, Corporation Tax, and HMRC deadlines.
Frequently Asked Questions
Common questions about tax planning
Does Finley replace my accountant?
No. Finley provides financial intelligence to help you plan throughout the year, but you should work with a qualified accountant for actual tax filings and compliance. Think of Finley as preparation and monitoring - your accountant handles the official submissions.
What deductions can Finley identify?
Finley categorizes expenses and flags common business deductions like office costs, travel, software, professional services, and potentially R&D-eligible spending. Your accountant verifies what actually qualifies.
How accurate are tax estimates?
Estimates are directional based on your revenue and categorized expenses. Actual tax obligations depend on many factors your accountant considers - reliefs, allowances, prior year losses, etc. Our estimates help you plan cash reserves.
Do you support VAT tracking?
Yes, for UK businesses we track VAT on categorized transactions and estimate VAT positions. This helps with cash flow planning around VAT quarters.
Can Finley help with R&D tax credits?
Finley identifies expenses that may qualify for R&D tax credits - software development, research, innovation projects. You should work with an R&D specialist or accountant to prepare the actual claim.
What about international taxes?
Finley focuses on UK tax planning currently. For international operations, the expense categorization is still valuable, but you'll need specialist advice for cross-border tax matters.
Need Urgent Help?
Tax deadline approaching? Get instant visibility into your tax position and deductions. Generate accountant-ready reports immediately to make the most of last-minute planning time.
Response Time
Tax position analysis in 60 seconds. Detailed deduction reports in under 5 minutes.
Available 24/7 for Pro users
Where We Operate
Tax planning features are optimised for UK businesses. International businesses can use expense categorization and cash planning features, but should consult local tax advisors.
Ready to Get Started?
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