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Maxim Money

Explore this software on the Maxim Money website (opens in new tab)

What each feature status means
Feature status Meaning
Ready now This feature is ready to use now.
In development The software provider has committed to building this in time for the 2026 to 2027 tax return.
Not included This is not available in this software product.

Software features

Features provided
Features provided Status
Free version Not included
Agent software Not included
Individual software Ready now
Standard update period (6 April to 5 April) Ready now
Calendar update period (1 April to 31 March) Ready now
Software that creates digital records Ready now
Bridging software that connects to records Not included
Making Tax Digital for VAT Not included
Blindness or impaired vision Not included
Deafness or impaired hearing Not included
Motor or physical difficulties Not included
Cognitive impairments Not included
HMRC Assist (Submission Feedback) Not included

What is needed for quarterly updates

Business income sources
Business income sources Status
Sole trader Ready now
UK property Ready now
Foreign property Ready now

What is needed for tax returns

Other income sources and items
Other income sources and items Status
UK interest In development
Employment (PAYE) In development
UK dividends In development
State Pension income In development
Private pension incomes In development
Partner income from a partnership Not included
Foreign dividends Not included
Foreign interest Not included
Private pension contributions In development
Construction Industry Scheme Not included
Charitable giving In development
Capital Gains Not included
Student Loan In development
Marriage Allowance Not included
Voluntary Class 2 National Insurance Not included
High Income Child Benefit Charge Not included

Software specifications

Software type
Desktop application
Compatible with
Microsoft Windows
Language
English

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