The Coconut Accountant Portal on a laptop and the Coconut app on a phone.

The ultimate SA103S workflow tool

No more chasing for bank transactions, receipts or notes. No more issues with open banking re-authentication. Just good quality transaction data whenever you need it.

The Coconut Accountant Portal on a laptop and the Coconut app on a phone.

Bank feeds from any bank account. Goodbye cloud accounting,
hello Coconut for SA103S.

Make sole traders your easiest clients yet

With MTD for sole traders on the horizon, now’s the time to get your sole trader clients organised. Built by accountants, Coconut has been designed to make preparing SA103S quick, simple and profitable.

“We find Coconut is the best accounting software for our sole traders because clients love it and it saves us a lot of time on bookkeeping so we can help our clients in more valuable ways.”

Chris McKenna
Trustpilot Review
The Coconut Account app's edit transaction feature.The Coconut Account app's edit transaction feature.
The business overview tool on the Coconut appThe business overview tool on the Coconut app

An easy-to-use app for your clients

The Coconut app is designed to help them tackle the small stuff - like invoicing, capturing expenses, filing receipts and knowing how much money to set aside for tax. It’s quick to set up and our support team is on hand to answer any questions.

Learn more about the app
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High quality, real-time transaction data for you

Coconut connects with 25+ UK bank accounts and credit cards, and handles the re-authentication process directly with your clients. With everything already categorised for tax, all you have to do is export their data and import it into your preferred tax return software.

“As Coconut works with over 25 banks and credit cards, I could move all my sole trader clients over really easily. Now I can onboard sole traders in minutes and the rest is taken care of.”

Chris McKenna
Trustpilot Review
The Coconut Account app's transaction list view.The Coconut Account app's transaction list view.
The Coconut Account app's sort transactions featureThe Coconut Account app's sort transactions feature

Filter transactions and quickly find the information you’re looking for

The category auditing tool allows you to review transaction categories and their contents at a glance. Edit in bulk to make preparation for filing much easier.

SNF Reports to file self-assessments in minutes

Simply copy and paste the SNF report from Coconut into the filing software you use, whether it’s Taxfiler, TaxCalc or any other. You can also download a category summary or detailed report for maximum flexibility.

The Coconut Account app's SNF Report featureThe Coconut Account app's SNF Report feature
The Coconut app's reconnect account notificationThe Coconut app's reconnect account notification

Simple open banking re-authentication

Coconut works for all your sole trader clients, regardless of where they bank and we provide a simple way for your client to avoid re-authentication issues with Open Banking. We make sure they're always connected so you don’t have to feel the pain every three months like you do with Cloud Accounting.

Learn more about the app
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Simple price plans that scale with you as your business grows

Whether you’re just getting started or have been self-employed for years, we have a plan for you.

Side Hustle

£3.60 per month
Including VAT

Features

  • check_circle
    30 categorised transactions for tax per month
  • check_circle
    3 invoices per month
  • check_circle
    1-3 connected institutions*
  • check_circle
    Share access with your accountant
Start your 7-day free trial
Start your 7 day free trial
Book Call
*Coconut connects with over 25+ UK banks and credit card providers.

Professional

£12 per month
Including VAT

Features

  • check_circle
    Unlimited categorised transactions per month
  • check_circle
    Unlimited invoices per month
  • check_circle
    4+ connected institutions*
  • check_circle
    Share access with your accountant
Start your 7-day free trial
Start your 7 day free trial
Book Call
*Coconut connects with over 25+ UK banks and credit card providers.
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What are categorised transactions?

Categorising transactions for tax is essentially your bookkeeping, and good bookkeeping is critical to making sure you pay the right amount of tax.

Depending on your plan, each month you get a free allowance for the number of transactions you can categorise for tax (we do this automatically for you if you have a business account connected to the app). This includes both income and expenses.

Side Hustle

£3.60 per month
Including VAT

Features

  • check_circle
    30 categorised transactions for tax per month
  • check_circle
    3 invoices per month
  • check_circle
    1-3 connected institutions*
  • check_circle
    Share access with your accountant
Start your 30 day free trial
Start your 7 day free trial
Book Call
*Coconut connects with over 25+ UK banks and credit card providers.

Professional

£12 per month
Including VAT

Features

  • check_circle
    Unlimited categorised transactions per month
  • check_circle
    Unlimited invoices per month
  • check_circle
    4+ connected institutions*
  • check_circle
    Share access with your accountant
Start your 30 day free trial
Start your 7 day free trial
Book Call
*Coconut connects with over 25+ UK banks and credit card providers.

Common questions

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Who is Coconut for?

Coconut is designed specifically for sole traders. Designed to give you a view of how your business is performing, help you work out how much tax you owe and track income and expenses. If you want to spend more time focusing on your business and not your accounting, Coconut is for you.

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What bank accounts can be connected to Coconut?

With Coconut, you can connect accounts from over 25 UK banks. Take a look at the full list here.

Tools, tips and interesting reads

Start the new tax year right

6th April marks the first day of the new tax year. Here's everything you need to know to start the new tax year off right.

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Covid-19 scams to watch out for - and how to protect yourself

We want to help you protect yourself against Covid-19 fraud. Here’s what you need to be aware of and what to watch out for.

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