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To help us improve, we record how the first clients use this portal. More
We emailed a 6-digit code to jordan.blake@example.com.
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You can claim for this year and the three before it. Each one is a separate claim.
Each year gets its own evidence pack — HMRC treats them separately.
Four short steps. Leave and come back anytime — skip anything you don't have to hand.
Filled in by our team from your call — tap to correct anything.
Address edits use a postcode lookup, so it's always valid.
Lived at your current address less than 3 years? Add your previous one.
We need this for HMRC agent authorisation.
Passport or UK driving licence. Make sure all four corners are visible.
A bank statement, utility bill or council tax bill from the last 3 months.
HMRC needs this to confirm your normal place of work — it's what makes your travel claimable.
Read-only · takes a minute. You'll approve it inside your own banking app, then come straight back. We pull the full period for every year you're claiming.
We're analysing your transactions to find your work-day food & travel spending. This takes a little while.
We'll email you when step 2 is ready — usually within the hour. You can close this page.
One quick thing, so we tie the right purchases to the right journeys.
If you don't work weekends, we won't treat any Saturday or Sunday purchases as work journeys — so nothing gets claimed by mistake.
Weekday food & drink under £12 · Apr 25 – Apr 26
Top places: Greggs (61) · Tesco (38) · McDonald's (22) · Costa (19)
Why the next bit matters: HMRC only refunds expenses tied to a work journey. Next we'll learn the places you travel to and when — then match each purchase to a journey for you.
The sites, clients and depots you travelled to this year — most people have 5–10.
(Demo jumps straight to matching after one site)
148 of 171 matched automatically from your patterns. Confirm each month — tap any amber line to fix it.
Tap yes only if it applies. Most people skip most of these — it takes a minute. We just collect this; our accountants handle the rest.
Undergraduate and postgraduate are separate loans — you can repay both.
Our team will check the figures.
Just declare them — our accountants verify and may claim a percentage. No need to be exact to the penny.
Once HMRC pays us, we transfer your rebate to this account (minus our fee).
This is separate from the read-only bank connection in step 1 — it's just where the money lands.
You can sign now — but finishing these helps your claim. Tap any to complete it.
No problem if you can't do these now — we'll flag your claim to our team and chase them with you. Nothing is filed with HMRC until it's complete.
Tax year 25/26 — this is what we'd show HMRC.
Company van · mileage reimbursed Fully → mileage not claimed; this is a subsistence-only claim. Based on 171 transactions tied to journeys.
“Based on your transactions, your bank shows you spent on average £6.21 on lunch on work days. Does that sound right?”
Please read and sign. This is the declaration HMRC expects on an expenses claim.
Jordan Blake · 20 Jun 2026 · IP 203.0.113.10
Your evidence is in. We're now building your full HMRC audit report — it takes a few minutes.
We'll email it to you the moment it's ready — a line-by-line record you can show HMRC in a compliance check. You can close this page.