Working papers, built into your filing workflow
Attach evidence to your trial balance, raise review points, run your own question checklists and sign off — all without leaving Tax Optimiser. Included free with your £10 filing fee.
Sign up freeNo card required. No separate subscription. Only pay £10 when you submit.
Evidence, review points and sign-off — attached to every trial balance line.
Product screenshot coming soon.
Built for the way accountants work
Whether you work alone or run a practice, your working papers live in the same job as the filing.
Sole practitioners
Keep a complete record of every adjustment, every decision and every piece of supporting evidence without paying for separate software.
See how it works →Practices and bookkeepers
Build reusable question templates once, apply them across every client, and keep your whole team's review trail in one place.
See pricing →From open file to signed-off paper in three steps
Screenshot coming soon
Open the file
A working paper is created automatically alongside every accounts production or corporation tax job. Each trial balance line is ready to receive evidence and notes.
Screenshot coming soon
Attach, review, ask
Drag in PDFs, spreadsheets and images as evidence. Raise review points against any line and track them through to clearance. Work through your firm's question checklists.
Screenshot coming soon
Sign off and lock
When the file is complete, sign it off. The paper is locked, time-stamped, and stored alongside the filing.
Everything you'd expect from working papers software
Evidence on the trial balance
Attach documents, screenshots and notes directly to any trial balance line. Supports PDFs, Word, Excel, CSV and images.
Review points with status
Raise queries against any line, assign them, and track them from open → answered → cleared.
Question checklists
Run your own list of checks against every job. Tick them off as you go.
Sign-off and lock
Lock the file when complete. Locked files are time-stamped, attributed, and cannot be edited without an explicit, recorded unlock event.
Build your own templates
Build your own question and checklist templates. Capture your firm's process once and reuse it across clients and across years — update once, applied everywhere.
Audit trail attached to the filing
No exporting trial balances to a separate tool — your working paper, your accounts and your tax return are the same job, and when you submit, the paper is preserved with the filing.
Included free with every filing
Working papers are part of every Tax Optimiser filing — included in the £10 pay-as-you-go price and in every credit pack. No separate working papers subscription, no per-user fee, no upgrade tier.
Pay-as-you-go
per company, per year — covers both your statutory accounts and corporation tax submission
FRS 105 or FRS 102 1A accounts
Corporation tax (CT600) return
Direct Xero & QuickBooks sync
Automatic iXBRL tagging
Direct submission to Companies House and HMRC
Email support
For accountants and bookkeepers
One credit = one company, one year, both filings.
| Pack | Credits | Price | £ per credit |
|---|---|---|---|
| Pay-as-you-go | 1 | £10 | £10 |
| Starter | 25 | £200 | £8 |
| Practice | 100 | £600 | £6 |
| Growth | 250 | £1,250 | £5 |
| Scale | 500 | £2,000 | £4 |
| EnterpriseBest value | 1,000 | £3,000 | £3 |
All prices exclude VAT. Credits do not expire.
Sign up to buy credits
This is the entire checkout. £10 + VAT when you submit — no subscription hiding behind it. Real screen, no mock-ups.
Frequently asked questions
Working papers, accounts and corporation tax. One workflow, £10.
Sign up free. Build your first working paper. Only pay when you submit.
Sign up free