Frequently Asked Questions

Everything you need to know about Tally Up

General

Tally Up is designed for self-employed individuals and freelancers such as Beauticians, Physical Trainers, Tradesmen and more.

Tally Up offers three plans: a free Isle of Man tax estimator, the Tax Pass at £9.99 per tax year for detailed breakdowns and scenarios, and Pro at £11.99 per month for income and expense tracking, invoicing, and AI tools. Early bird pricing is available. See our pricing page for details.

Yes. Your dashboard shows a running tax estimate based on what you've entered so far, and flags when you're likely to cross a threshold. It's an estimate based on your records to date, not a forecast of future earnings.

Yes. You can download everything and hand it straight over to them. They'll be able to pick it up without any prior knowledge of Tally Up.

Yes. We implement strong security measures to protect your data. We will never share or sell your data to third parties.

No. It's a website and will work on your phone, tablet, or computer.

If you can take photos and type, you can use it. It's designed for people who don't want to spend time on tax admin.

Tally Up launches in April 2026. Early bird pricing is available for those who sign up early.

Pricing & Features

A free account gives you access to our basic Isle of Man tax estimator, which provides a headline estimate based on your annual income. For detailed band-by-band breakdowns, NI contributions, what-if scenarios, and PDF exports, upgrade to the Tax Pass or Pro plans.

No. Tally Up is an income and expense tracker with a tax estimator, not a financial advisory service. We are not licensed financial advisors and cannot provide financial advice. The tax estimates provided are for informational purposes only, based on what you have entered, and should not be relied upon as professional tax or financial advice. We strongly recommend consulting a qualified accountant or tax professional for advice specific to your circumstances.

The Tax Pass gives you the complete IoM tax estimate toolkit: detailed band-by-band breakdowns, NI, what-if scenarios, and PDF exports. Pro adds income and expense tracking on top: client and merchant management, invoicing, customer estimates and quotes, receipt capture, and AI-powered tools.

Yes, you can change your plan at any time. When upgrading from Tax Pass to Pro, you'll get immediate access to all features. You can always downgrade or cancel if needed.

There's no free trial, but you can create a free account to use the Isle of Man tax estimator at no cost. Tax Pass and Pro can both be cancelled anytime, so there's no long-term commitment.

Instead of manually typing receipt details, our AI automatically extracts amounts, dates, merchants, and VAT information from photos. This feature is available on the Pro plan.

Yes! Tally Up is built specifically around Isle of Man tax rules, rates, and reporting requirements. We still recommend consulting with a local accountant to ensure full compliance with your specific circumstances.

Yes. On the Pro plan, you can export your income, expenses, and tax reports as CSV or HTML, bundled with your attachments. A full personal data export is available on all accounts.

See our installation guide for step-by-step instructions on how to install Tally Up on your device.