What’s Included in Pie Tax’s Free DIY Plan?

What’s Included in Pie Tax’s Free DIY Plan?
Charlotte Baroukh

Charlotte Baroukh

Tax Expert @ Pie

8 min read

Updated: 1 May 2026

8 min read

Updated: 1 May 2026

Everything You Need to Manage Your Taxes

Navigating your taxes doesn’t have to be overwhelming, especially with the Pie Tax App’s free DIY Tax Return Support plan. Designed specifically for UK self-assessment, bookkeeping, and invoicing, this plan empowers you to take control of your tax return management at no cost. With our user-friendly app, you can easily track your income, manage your expenses, and stay compliant with HMRC regulations—all while benefiting from valuable tools and resources.


In this article, we’ll explore the features of our DIY plan, demonstrating how you can simplify your tax process and ensure that you’re fully equipped to handle your self-assessment with confidence.

9 FREE Features of the Pie App

This plan is tailored for UK taxpayers who want to manage their self-assessment, bookkeeping, and invoicing independently, ensuring they have the tools they need to navigate their tax obligations efficiently. Here’s what you’ll receive with our DIY plan:

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Multiple Income Sources

Easily add various income streams within the app, allowing you to keep all earnings recorded in one place for accurate tax return reporting.

Pie Tax app income dashboard showing total income from Property, Deliveroo, and Uber with real-time earnings breakdown on mobile screen
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Bookkeeping

Effortlessly manage your finances by matching expenses or income to transactions. Ensure accuracy, stay MTD compliant, and simplify Self-Assessment tax preparation with automated bookkeeping.

Pie Tax app transactions screen showing income and expense tracking with Deliveroo, Uber, Apple, and other account transactions on mobile
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Mileage Tracker

This feature allows you to effortlessly log your mileage cost for each journey, helping you claim travel expenses using HMRC's flat rate for simplified expenses.

Pie Tax app mileage tracker showing journey route, miles travelled, income source selection, and vehicle details on mobile screen
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Create and Send Invoices

Generate and send digital invoices directly from the app, helping you manage business transactions seamlessly.

Pie Tax app invoice dashboard showing August income of £2,300.80, monthly invoice tracking, and overdue payment summary on mobile screen
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MTD-Ready Software

Our software is fully compatible with HMRC’s Making Tax Digital (MTD) requirements and recognised by both HMRC and CIMA, ensuring you’re fully prepared for digital tax return submissions with trusted, compliant tools.

Pie Tax app expense category screen showing Barclays bank interest transaction, bank charges selection, and receipt upload option on mobile screen
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Smart Match

Use ‘Smart Match’ to automate your bookkeeping, saving time and keeping your accounts organised without manual effort.

Pie Tax app transaction screen showing auto reconcile expense prompt for Apple Store purchases linked to delivery driver income source
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Real-Time Tax

Our app calculates your total income, profit, and tax due, giving you a clear snapshot of your tax return obligations in real time.

Pie Tax app mobile screen showing real-time tax dashboard with £8,000 tax summary and £3,879.90 tax overpaid notification
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Secure Cloud Storage

Store all your tax return records safely on our cloud, so your financial information remains accessible and backed up securely whenever you need it.

Pie Tax app expense tracking screen showing Shell transaction, income source selection, expense category, and receipt upload on mobile screen
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Direct HMRC Filing

File your tax returns directly to HMRC from the app for free, making it simple and convenient to submit your self-assessment on time.

Pie Tax app tax overview screen showing final declaration submitted successfully with income, expenses, tax year, and HMRC submission details

Key Benefits

<h5>Simple and Easy-to-Use</h5><p>Navigate your taxes with ease using Pie Tax’s intuitive interface, designed to make tax management stress-free.</p>

Simple and Easy-to-Use

Navigate your taxes with ease using Pie Tax’s intuitive interface, designed to make tax management stress-free.

<h5>Quick and Convenient</h5><p>With built-in tools like ‘<strong>Smart Match</strong>’ and direct HMRC filing, Pie Tax saves you time on transaction categorisation and submissions.</p>

Quick and Convenient

With built-in tools like ‘Smart Match’ and direct HMRC filing, Pie Tax saves you time on transaction categorisation and submissions.

<h5>User-Friendly Design</h5><p>Our app’s accessible design ensures a seamless experience, helping you stay focused and organised throughout the tax process.</p>

User-Friendly Design

Our app’s accessible design ensures a seamless experience, helping you stay focused and organised throughout the tax process.

Frequently Asked Questions

What does the DIY plan cover?

The DIY plan provides free tools for tracking income, managing expenses, invoicing, and filing your tax return to HMRC.

Can I store my data safely in the DIY plan?

Yes, all your records are securely stored on the Pie Tax App’s cloud, making them accessible anytime.

Is the DIY plan compatible with MTD requirements?

Absolutely! The Pie Tax App is fully MTD-ready, ensuring compliance with HMRC’s digital tax standards.

How do I apply ‘Smart Match’ for transactions?

Simply add your transactions, and ‘Smart Match’ will automatically categorise them for easier bookkeeping.

Can I submit my tax return to HMRC directly from the app?

Yes, the DIY plan allows you to file your tax return directly with HMRC, streamlining your self-assessment submission.

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