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Otis Tax
Visit Otis Tax websiteView HMRC listing
Our notes
Otis Tax is MTD bridging software for sole traders, freelancers and landlords who keep records in Excel or CSV spreadsheets. It charges per submission or via annual submission bundles, with no subscription.
Pros
- Works with 'any Excel or CSV layout'
- No subscription; pay per submission or annual bundle
- Free to sign up; pay only when submitting
Cons
- No free filing
- VAT treatment of prices not stated
- Unclear whether the final declaration counts as one of the bundled submissions
Price
Prices can change without notice, so confirm with the provider before you buy. Spotted an error? Email us.
- Cheapest MTD-capable plan
- Annual MTD Bundle (4 submissions)
- Per month
- unknown
- Per year
- £80
- VAT
- unknown
- Notes
- £80/year for 4 submissions ('Around £6.70 per month', not a monthly plan). Pay as you go £25/submission. 8 submissions £160/year; 12 submissions £240/year. Homepage describes the bundle as '£20 per submission'.
- Landlord pricing
- same product. 8- and 12-submission bundles for landlords with self-employment or overseas plus UK property.
Really free?
- Quarterly updates free
- no
- Tax return (final declaration) free
- no
- Limits
- Free to sign up; 'Only pay when you're ready to submit'.
- Bank account condition
- n/a
- Time limit
- n/a
Landlords and spreadsheets
- Jointly owned property
- unknown. Not mentioned on pages checked.
- Excel bridging
- yes
- Google Sheets bridging
- unknown
- CSV import
- yes
- Bridging notes
- Vendor: 'Works with any Excel or CSV layout'.
Checked 18 Oct 2026. Sources:otistax.co.uk, otistax.co.uk, otistax.co.uk
HMRC listing
What the software provider has told HMRC. “In development” means the provider has committed to building it in time for the 2026 to 2027 tax return.
Features
| Free version | Not included |
|---|---|
| Agent software | Not included |
| Individual software | Ready now |
| Software that creates digital records | Not included |
| Bridging software that connects to records | Ready now |
| Standard update period (6 April to 5 April) | Ready now |
| Calendar update period (1 April to 31 March) | Ready now |
| Making Tax Digital for VAT | Not included |
| HMRC Assist (Submission Feedback) | Ready now |
Business income
| Sole trader | Ready now |
|---|---|
| UK property | Ready now |
| Foreign property | Ready now |
Other income sources and items
| Employment (PAYE) | Ready now |
|---|---|
| UK dividends | Ready now |
| State Pension income | Not included |
| Private pension incomes | Not included |
| Partner income from a partnership | Not included |
| Foreign dividends | Ready now |
| Foreign interest | Ready now |
| Private pension contributions | Ready now |
| Construction Industry Scheme | Not included |
| Charitable giving | Ready now |
| Capital Gains | Not included |
| Student Loan | Ready now |
| Marriage Allowance | Not included |
| Voluntary Class 2 National Insurance | Not included |
| High Income Child Benefit Charge | Ready now |
| UK interest | Ready now |
Accessibility
| Blindness or impaired vision | Ready now |
|---|---|
| Deafness or impaired hearing | Ready now |
| Motor or physical difficulties | Ready now |
| Cognitive impairments | Ready now |
Platform
| Software type | Web browser |
|---|---|
| Compatible with | Microsoft Windows Mac OS Linux |
| Language | English |