Tax Optimisation Alerts
The AI spots savings you'd miss. You get nudged in time to act.
Proactive alerts on tax-saving opportunities — claimable expenses, optimal salary/dividend rebalancing, S455 risk, capital allowance claims, R&D credit candidates, and seasonal year-end nudges.
In short
AccountsOS scans your books for tax-saving opportunities and alerts you proactively: missed claimable expenses, sub-optimal salary/dividend split, S455 risk on the DLA, capital allowance opportunities, potential R&D claims, and pre-year-end actions. Cited HMRC guidance for every recommendation.
Free during Early Access — no credit card required
Everything Tax Optimisation Alerts can do
Alert types
- Missed claimable expenses (home office, mileage, training)
- Sub-optimal salary/dividend split
- S455 trap warning
- Capital allowance opportunity (AIA / FYA)
- R&D tax credit candidate
- Pre-year-end actions (pension, asset purchase)
- VAT scheme switch (flat rate vs standard)
How it surfaces
- Dashboard nudge
- Email digest
- In-chat suggestion
- Action button to apply
Capabilities at a glance
7+ alert types
Cited HMRC guidance per alert
Plain-English explanation in chat
One-click apply where possible
Mute alerts you've considered
Year-end seasonal nudges
How It Works
AI scans regularly
Background job reviews your books against tax-saving heuristics.
Alerts surface
Dashboard, email digest, in-chat — you get nudged where you'll see it.
Read the explanation
Plain-English with cited HMRC source. Decide if it applies.
Apply or dismiss
One-click apply where possible. Dismiss with reason for honest tracking.
Real-world Use Cases
Home office nudge
You've been WFH but never claimed. Alert surfaces with the £520/year impact.
S455 warning
DLA goes overdrawn — alert tells you the deemed tax and the 9-month deadline.
Year-end pension top-up
In Feb/Mar, AI suggests the pension top-up to bring you under the higher-rate threshold.
Why founders pick this over the spreadsheet
Capture deductions you'd miss
Avoid traps before they bite
Year-end planning happens through the year
Frequently Asked Questions
How are alerts generated?
Background AI job reviews your books against tax-saving heuristics — claimable categories, salary/dividend optimisation, S455 risk, capital allowance opportunities, etc.
Are they personalised?
Yes — every alert is calculated from your live data and cites the HMRC source.
Can I dismiss?
Yes — dismiss with a reason. Auditable so you don't see the same alert again unless something changes.
Will it spot R&D claims?
It flags candidates (e.g. high software dev cost concentration). Actual R&D claim eligibility needs adviser review.
Explore more of AccountsOS
Salary & Dividend Optimiser
Take the most home, legally. We do the maths every payroll cycle.
Director's Loan Account & S455
Stay out of the S455 trap. The DLA stays in the green or you hear about it.
Corporation Tax
See your CT bill in real time. Generate the workpaper for filing.
Home Office Allowance
The £10/week HMRC flat-rate, calculated and posted automatically.
Ready to try Tax Optimisation Alerts?
Get started with AI-powered accounting for your UK limited company.
Get Started FreeFree during Early Access — no credit card — cancel anytime