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TapTax

Integrations

TapTax in ChatGPT

Ask ChatGPT about your tax, log receipts from a photo, send invoices and get your quarterly update ready, in plain English. ChatGPT does the work; filing to HMRC stays one tap in TapTax.

Connect TapTax to ChatGPTCreate a free TapTax account

How to connect

TapTax is not in ChatGPT’s plugin directory yet. Until it is, you can add it yourself with developer mode, which depends on your ChatGPT plan and workspace settings.

  1. In ChatGPT, open Settings and go to Security and login. Turn on Developer mode.
  2. Open Plugins, select the plus button, name it TapTax and enter https://api.taptax.co.uk/mcp as the server URL. ChatGPT finds TapTax’s sign-in on its own.
  3. Select Connect, sign in to TapTax, check what ChatGPT is asking for, and select Allow. You come straight back to ChatGPT.
  4. Ask away. The 37 calculators and checkers also work before you sign in; ChatGPT asks you to connect the first time it needs your records.

In Codex, add TapTax and sign in:

codex mcp add taptax --url https://api.taptax.co.uk/mcp
codex mcp login taptax

What you can ask

“How much tax do I owe so far this year?”
ChatGPT reads your tax position: income, expenses and profit counted the way your dashboard counts them, the estimated income tax and Class 4 National Insurance, and your next deadline.
“Log this receipt (with a photo)”
ChatGPT reads the supplier, date and amount from the photo, picks the HMRC expense category, checks anything unclear with you, and records it.
“Invoice Dave £450 for Tuesday’s boiler service and send it”
ChatGPT creates the invoice in your numbering with your business details, then shows it in a card exactly as your client will get it. It is emailed, with the PDF, only when you press Send on that card.
“Sort out the transactions that need reviewing”
ChatGPT lists what is waiting for a business or personal decision and updates each one as you answer.
“Get my Q2 update ready”
ChatGPT shows a card with the cumulative figures for the quarter and a button that opens TapTax on the submit page, where you check and file.
“Is my tax code 1257L right on £38,000?”
Works without an account: the same checker as the website explains the code and any over- or underpayment.

Why filing stays in TapTax

Every quarterly update sent to HMRC carries fraud-prevention details about the device, browser and connection it was filed from. When you file in TapTax, those describe your phone or computer. A request relayed through an AI assistant’s servers could only describe the assistant’s servers, which HMRC would rightly reject.

So ChatGPT does everything up to the last step: it gathers the figures, flags what still needs reviewing, and hands you a button that opens TapTax on the right period. You check the numbers and tap file. Nothing is ever sent to HMRC from a chat.

Every tool ChatGPT can use

Anyone, no account needed

The free tools from this website. They never see anyone’s records.

  • estimate_self_employed_taxIncome tax, Class 4 NI and take-home from turnover and expenses
  • check_tax_codeWhether a PAYE tax code looks right, and what it means
  • check_mtd_statusWhether and when Making Tax Digital applies to someone
  • get_mtd_deadlinesThe quarterly update periods and deadlines for a tax year

Calculators: pay and employment

No account needed. The same calculators as taptax.co.uk/tax-calculator.

  • calculate_take_home_payTake-home pay from a salary, England or Scotland
  • calculate_gross_salary_for_take_homeThe salary needed for a take-home figure
  • calculate_salary_sacrificePension or electric car salary sacrifice savings
  • calculate_pro_rata_salaryA part-time salary and its take-home pay
  • convert_hourly_rate_to_salaryAn hourly rate as a yearly salary
  • convert_salary_to_hourly_rateA salary as gross and take-home pay per hour
  • calculate_student_loan_repaymentStudent loan repayments on Plans 1, 2, 4 and postgraduate
  • calculate_child_benefit_chargeThe High Income Child Benefit Charge
  • calculate_tax_on_multiple_incomesTax on salary, self-employment, rent, dividends and savings together
  • calculate_pension_tax_reliefTax relief on a higher pension contribution

Calculators: companies, contractors and the self-employed

No account needed.

  • calculate_dividend_taxTax on dividends
  • compare_salary_and_dividendsA director’s take-home from salary plus dividends
  • compare_limited_company_and_sole_traderLimited company against sole trader for the same profit
  • calculate_corporation_taxCorporation tax, with marginal relief
  • calculate_contractor_day_rateWhat a day rate earns, by route
  • compare_inside_and_outside_ir35Take-home inside and outside IR35
  • calculate_cis_deductionConstruction Industry Scheme deductions
  • plan_quarterly_tax_set_asideHow much to set aside each month for tax
  • calculate_mileage_allowanceThe business mileage allowance at the approved rates
  • estimate_self_assessment_penaltiesLate filing and late payment penalties and interest

Calculators: VAT, pricing and invoices

No account needed.

  • calculate_vatAdd VAT to a price or take it out
  • check_vat_registrationVAT registration threshold and the Flat Rate Scheme
  • check_vat_reverse_chargeWhether the construction VAT reverse charge applies
  • calculate_markupA selling price from a cost and markup
  • calculate_profit_marginProfit margin and markup from a cost and price
  • calculate_invoice_due_dateWhen an invoice is due on its payment terms
  • calculate_late_payment_interestStatutory interest and compensation on a late invoice

Calculators: property, gains and savings

No account needed.

  • calculate_capital_gains_taxCapital Gains Tax on property, shares and other assets
  • calculate_rental_income_taxIncome tax on rental profit for landlords
  • calculate_savings_interest_taxTax on savings interest
  • calculate_stamp_dutyStamp Duty in England and NI, LBTT in Scotland, LTT in Wales

Free documents

No account needed. Nothing you enter is stored.

  • prepare_business_documentAn invoice, quote, receipt, credit note or pro forma, ready to download
  • generate_invoice_numbersThe next invoice number, or a run of numbers in your format

Your records, read only

Needs you to connect your account, with “see your records” access.

  • get_tax_positionYour tax year so far, estimate, review count and filed quarters
  • list_transactionsSearch income and expenses, or list the review queue
  • get_mileage_summaryMiles, trips and the deductible amount for a year
  • list_invoicesInvoices with live status, outstanding and overdue totals
  • prepare_quarterly_updateThe cumulative figures for a quarter, with a button to check and file in TapTax

Changes to your records

Needs “add and change records” access. ChatGPT shows you each change and asks you to confirm it before it runs.

  • add_transactionRecord an income or expense
  • update_transactionMark business or personal, or correct a category, amount or date
  • log_mileage_tripAdd a business journey at the approved mileage rate (Pro)
  • create_invoiceCreate a draft invoice (free plans include 3)
  • send_invoiceShow an invoice with a Send button; it emails your client only when you press Send
  • mark_invoice_paidRecord that a client paid

Privacy and security

  • You sign in on taptax.co.uk, never in ChatGPT. ChatGPT receives a token that works only for TapTax’s plugin, for the access you allowed, and TapTax stores only a fingerprint of it.
  • Access tokens last an hour and renew on their own; disconnecting ends them at once.
  • TapTax keeps a record of which tool ran, when and whether it worked, so you and we can see what a connection did. It does not record what was asked or answered.
  • Every tool is limited to your own records, and follows the same rules and plan limits as the TapTax app.

Read the privacy policy for the full detail, or email support@taptax.co.uk with any question about a connection.

Frequently asked questions

Can ChatGPT file my return to HMRC?

No. ChatGPT prepares your quarterly update and shows you the figures, and a button opens TapTax on the submit page for that period. You check the figures and file there. HMRC requires fraud-prevention details about the device and connection you file from, and a request relayed through an AI assistant cannot describe either honestly, so filing always happens in TapTax itself.

What can ChatGPT see once I connect?

Only what a tool returns when ChatGPT uses it: for example your income and expense totals, a list of transactions you searched for, or your invoices. It never sees your password, your bank logins, your HMRC sign-in or your National Insurance number. You choose read-only or read and change access when you connect.

Will ChatGPT change things without asking?

Every tool that changes your records is marked as a change, so ChatGPT shows you what it is about to do and waits for you to confirm. Sending an invoice goes further: ChatGPT can only show you the invoice in a card, and nothing is emailed until you press Send on that card yourself.

Does it cost anything?

Connecting is free on every TapTax plan, and the 37 calculators and checkers work without an account. The tools follow your plan: mileage tracking is part of Pro, and the free plan includes three invoices. Adding TapTax yourself before it is listed needs a ChatGPT plan with developer mode.

How do I disconnect?

In TapTax, open Settings and choose Disconnect next to ChatGPT under Connected apps. That ends the connection straight away. You can also remove TapTax from your plugins in ChatGPT.

Is my data used to train AI models?

TapTax does not use your records to train models, and it does not send them anywhere unless a connected assistant asks for them through a tool you allowed. What ChatGPT does with a conversation is covered by OpenAI’s own terms and your ChatGPT data controls.

Is this the same as TapTax in Claude?

Yes. ChatGPT, Codex, Claude and other assistants that support remote MCP servers with OAuth sign-in all connect to the same TapTax server with the same tools and the same rules. The consent page always shows which app is asking before you allow anything.