What Apona does

Every page of the return

Apona covers the main return and all of HMRC's supplementary pages for 2025 to 2026. It only asks for the pages that apply. If a short page is enough it uses the short page, and it moves to the full page when you enter something only the full page can take.

SA100

The main tax return

SA101

Additional information

SA102

Employment

SA102M

Ministers of religion

SA103S/F

Self-employment, short and full

SA104S/F

Partnership, short and full

SA105

UK property

SA106

Foreign income

SA107

Trusts and estates

SA108

Capital gains

SA109

Residence and remittance basis

SA110

Tax calculation summary

From questions to filing

• Plain-English questionsEach HMRC box becomes a question with the dates, the documents to look at and a short guide for that page.
• HMRC's calculation rulesTax, National Insurance and payments on account are worked out from HMRC's published calculation specification, with a full breakdown you can check line by line.
• Checks before you fileApona looks for missing or inconsistent answers and tells you what to do about each one.
• Approval and lockingApprove the finished return and it's locked against accidental changes.
• PDF copiesDownload the completed return and the tax calculation as PDFs.
• Help from an accountantShare your return with an accountancy firm that uses Apona, and they can pick up where you left off.
• Online filingReturns go to HMRC straight from Apona. Filing opens once HMRC has finished recognising the software.

Coming later

• Making Tax Digital for Income TaxQuarterly updates and the final declaration, for sole traders and landlords.

• AccountsBookkeeping and year-end accounts.
• Company tax returnsCorporation Tax returns, using the figures from the accounts.
• PayrollPay runs and Real Time Information submissions to HMRC.

Want to know when these are ready? Email hello@apona.co.uk.

• Client recordsPeople and businesses, each with a short client code and your own reference, linked to their partnerships and companies.
• Client portalClients sign in to answer their questions, upload documents and approve their return, under your own logo and colours.
• Information requestsSend clients a list of what you need. They answer and upload documents through a secure link.
• ApprovalsClients approve online, or you record an approval given in person or by email. The return then locks.
• Team rolesOwners, admins, preparers and reviewers, each seeing and doing only what their role allows.
• Engagement lettersUse your own letter templates, filled in with each client's details and signed online.
• Identity checksRecord each client's ID check, including when their photo ID expires, so you know when it needs updating.

• Companies House searchAdd a business by name or company number. Its details, nature of business and key dates are filled in for you.
• Key dates for every serviceAccounts, confirmation statements, Corporation Tax, VAT, PAYE and Self Assessment, grouped by service.
• Tasks that roll forwardRepeating tasks move on to the next period when you mark them done. Overdue and due-soon counts show at a glance.
• Boards for each type of workMove each client through your stages for accounts, tax returns, payroll and more, or add a board of your own.
• Email templates and chasersReminder emails go out on your schedule, with your signature.
• Send from your own mailboxConnect Microsoft 365, Outlook or Google by signing in, use any other mailbox, or send from Apona.