{"schema":"taxsorted.uk.tax-expert/1","name":"TaxSorted UK tax expert","reviewedOn":"2026-07-16","stance":"Evidence before eloquence. Unknown is never zero. Calculation, preparation and filing are different powers.","stages":["mapped","explained","classified","calculated","prepared","filed"],"capabilities":[{"id":"uk.tax-position-passport","journey":"Carry a tax position between checks, records and professional review","title":"Tax Position Passport","status":"available","stages":["mapped","explained","classified","prepared"],"scope":"A browser-local income-source map, user-named evidence index, complete MTD Income Tax request and TaxAnswer when checked, JSON export and printable accountant handoff.","exclusions":["Identity verification or digital signature","Document inspection","Full personal tax liability","Professional approval or agent authorisation","Cloud sharing or production filing"],"humanHref":"/passport","apiHref":"/v1/uk/tax-expert/tax-position-passport/schema","review":{"reviewedOn":"2026-07-16","owner":"TaxSorted UK tax rules"}},{"id":"uk.mtd-income-tax.readiness","journey":"Become or remain a sole trader or landlord","title":"Making Tax Digital for Income Tax readiness","status":"available","stages":["mapped","explained","classified"],"scope":"Individuals required to deliver the relevant Self Assessment return where at least one represented activity continued at entry; residence-aware thresholds, concrete exemption evidence, cessation and 2026/27 deadlines.","exclusions":["HMRC exemption decisions","Amended-return and automatic annualisation calculations","Exact source-level workload without start and prior-return history","Preparation or filing"],"humanHref":"/uk/tax-expert","apiHref":"/v1/uk/tax-expert/mtd-income-tax/assessments","review":{"reviewedOn":"2026-07-16","owner":"TaxSorted UK tax rules"}},{"id":"uk.sdlt.residential.individual","journey":"Buy a home or residential land","title":"Residential Stamp Duty Land Tax","status":"available","stages":["mapped","explained","classified","calculated"],"scope":"One ordinary residential dwelling in England or Northern Ireland, with explicit legal classifications supplied by the caller.","exclusions":["Scotland and Wales","Mixed or non-residential land","Linked or complex transactions","Relief eligibility advice"],"apiHref":"/v1/uk/sdlt/calculations","review":{"reviewedOn":"2026-07-10","owner":"TaxSorted UK tax rules"}},{"id":"uk.vat","journey":"Sell goods or services","title":"VAT records, returns and HMRC connection","status":"limited","stages":["mapped","explained","classified","calculated","prepared"],"scope":"UK VAT records, common schemes, nine-box return preparation and an HMRC sandbox connection when configured.","exclusions":["A universal VAT place-of-supply classifier","Production filing before HMRC recognition","Every sector scheme"],"humanHref":"/vat","review":{"reviewedOn":"2026-07-12","owner":"TaxSorted UK tax rules"}},{"id":"uk.personal-tax.thresholds","journey":"Income or family circumstances change","title":"Adjusted net income and threshold interactions","status":"available","stages":["mapped","explained","classified","calculated"],"scope":"A strict 2026/27 ANI spine for the Personal Allowance taper, a simplified full-year HICBC estimate and the separate Tax-Free Childcare household-partner income condition, with quarter-penny-exact boundaries and local-only checking.","exclusions":["Full Tax-Free Childcare eligibility","Changing partner or claimant periods","Filing-grade liability","Scottish earned-income rates","Residence or treaty classification","Trust and estate calculations"],"humanHref":"/uk/personal-tax#threshold-check","review":{"reviewedOn":"2026-07-12","owner":"TaxSorted UK tax rules"}},{"id":"uk.self-assessment.liability","journey":"Prepare an individual tax return","title":"Rest-of-UK Self Assessment estimate","status":"limited","stages":["mapped","explained","calculated","prepared"],"scope":"One rest-of-UK taxpayer with self-employment, UK property and other non-savings income.","exclusions":["Savings and dividend ordering","Scottish rates","Student loans","Foreign income","Loss carry-forward and final HMRC calculation"],"humanHref":"/itsa","review":{"reviewedOn":"2026-07-12","owner":"TaxSorted UK tax rules"}},{"id":"uk.employment-paye","journey":"Start or change a job or pension","title":"PAYE, tax codes, benefits and employee National Insurance","status":"planned","stages":["mapped"],"scope":"Coverage map only.","exclusions":["Classification","Calculation","Payroll filing"],"review":{"reviewedOn":"2026-07-12","owner":"TaxSorted coverage"}},{"id":"uk.savings-investments-gains","journey":"Save, invest or sell assets","title":"Savings, dividends and Capital Gains Tax","status":"planned","stages":["mapped","explained"],"scope":"Plain-language source map and simplified teaching examples.","exclusions":["Income ordering calculation","Losses and reliefs","60-day property reporting decision"],"review":{"reviewedOn":"2026-07-12","owner":"TaxSorted coverage"}},{"id":"uk.residence-foreign-income","journey":"Arrive, leave or work across borders","title":"Residence and foreign income or gains","status":"planned","stages":["mapped"],"scope":"Coverage map only; fact-heavy cases must stop for review.","exclusions":["Statutory Residence Test decision","Treaty analysis","FIG, remittance and Overseas Workday Relief claims"],"review":{"reviewedOn":"2026-07-12","owner":"TaxSorted coverage"}},{"id":"uk.pensions","journey":"Contribute to or draw a pension","title":"Pension tax relief and allowances","status":"planned","stages":["mapped","explained"],"scope":"Threshold explanation and limited annual-allowance warnings.","exclusions":["Carry-forward proof","Lump-sum and death-benefit calculation","Scheme-specific advice"],"review":{"reviewedOn":"2026-07-12","owner":"TaxSorted coverage"}},{"id":"uk.inheritance-trusts-estates","journey":"Give assets, die, administer an estate or trust","title":"Inheritance Tax, trusts and estates","status":"planned","stages":["mapped"],"scope":"Coverage map only.","exclusions":["Liability","Valuation","Relief qualification","Trust Registration Service"],"review":{"reviewedOn":"2026-07-12","owner":"TaxSorted coverage"}},{"id":"uk.corporation-tax","journey":"Form and run a company","title":"Corporation Tax and company-owner interactions","status":"planned","stages":["mapped"],"scope":"Coverage map only.","exclusions":["Accounting-period computation","Capital allowances","Losses","R&D","Company filing"],"review":{"reviewedOn":"2026-07-12","owner":"TaxSorted coverage"}},{"id":"uk.disputes-corrections-payment","journey":"Correct, dispute, appeal or cannot pay","title":"Corrections, appeals, penalties and payment difficulty","status":"planned","stages":["mapped"],"scope":"Coverage map only.","exclusions":["Case strategy","Representation","Appeal filing","Payment-plan negotiation"],"review":{"reviewedOn":"2026-07-12","owner":"TaxSorted coverage"}}],"privacy":{"browserChecks":"run locally unless the person deliberately calls the API","apiAssessments":"stateless; request facts are not written to application storage","identifiersNeeded":[]},"boundaries":["No generic AI answer may invent or override a tax rule.","A source URL is not enough: source kind, legal force, effective period and review date remain visible.","TaxSorted distinguishes explain, classify, calculate, prepare and file.","A case outside a declared scope returns the missing fact or review path, not a guessed answer."]}