How the ‘We Do It for You’ Service Works in the Pie Tax App
Managing your self-assessment tax return can be time-consuming and stressful, but the Pie Tax App’s ‘We Do It For You’ (DIFY) service takes the burden off your shoulders. By connecting your bank account, our tax experts will handle everything for you—from preparing documents and identifying tax reliefs to submitting your self-assessment.
With a dedicated tax assistant by your side, you’ll receive personalised support, ensuring that every expense is accounted for. Plus, you only pay when you submit, and your return is covered by our lifetime tax return guarantee. At just £149 per tax year, we simplify your tax return process.
Your Step-by-Step Guide
With Pie Tax App’s ‘We Do It For You’ (DIFY) service, we take care of all your tax-related tasks, making self-assessment hassle-free. Here’s how you can get started and take advantage of our expert service:
Download the Pie Tax App from the App Store or Google Play, create an account with your email and a secure password, and select the DIFY service to receive a dedicated tax assistant and full-service tax handling.Sign Up and Opt for the DIFY
If you initially selected the DIY plan during onboarding, you can switch to our "We Do It For You" service by navigating to your profile and tapping the upgrade button to change your plan.Update Your Plan
In the app's homepage, go to ‘Settings’, tap ‘Bank Connections’ to connect your bank account, and securely enter your bank details to allow our tax assistant to access your transactions for your tax return.Connect Your Bank Account
While your tax assistant will handle most of the work, make sure any important documents (like receipts or invoices) are available and uploaded via the app if necessary.Prepare Documents
Your dedicated tax assistant will review your transactions, identify expenses and tax reliefs, and keep you updated on progress, notifying you if anything needs your approval.Let Your Tax Assistant Handle the Details
Before submitting your self-assessment, you’ll get a free tax calculation which includes a tax refund quote based on your income and expenses.Receive your tax calculation
You’ll only be charged the £149 fee when submitting your return, with no upfront costs. Alternatively, if you're due a refund, you'll receive an invoice once it lands.Only Pay When You Submit
After verifying everything, your tax assistant will submit your self-assessment to HMRC, ensuring your return is protected by our lifetime guarantee in case any issues arise after submission.Submission and Lifetime Guarantee
Once submitted, you can relax knowing the DIFY service has handled everything, offering a simple, affordable, and stress-free experience with full transparency and support.Enjoy Peace of Mind
Key Tips
Our tax experts handle your self-assessment, ensuring all expenses and tax reliefs are identified and declared.Expert Tax Handling
Get a no-obligation estimate of your tax refund before submission, with no upfront costs.Free Tax Refund Quote
Enjoy peace of mind with our lifetime guarantee, covering any post-submission issues.Lifetime Tax Return Guarantee
Frequently Asked Questions
What do I need to do to get started?
Simply download the Pie Tax App, create an account, and select the DIFY plan to connect your bank account and get a dedicated tax assistant.
What is the ‘We Do It For You’ plan?
The ‘We Do It For You’ plan is a service offered by the Pie Tax App where dedicated tax experts manage your self-assessment tax return for you.
How much does the DIFY plan cost?
The plan costs £149 per tax year, and you only pay when you submit your self-assessment.
Will I receive updates on my tax return?
Yes, your tax assistant will keep you informed about your progress and notify you if any additional information is needed.
What if there are issues after my tax return is submitted?
Your submission is covered by our lifetime tax return guarantee, providing you peace of mind in case any issues arise.
