Frequently Asked Questions
Everything you need to know about Pivitax.
What is Pivitax?
Pivitax is an AI-powered expense tracker built for UK sole traders and freelancers. You upload your receipts, the AI reads and categorises them, and at tax time you download your Self Assessment report in one click.
Do I need to be an accountant to use it?
No. Pivitax is built for people who hate admin. Everything is automatic — just snap your receipts and we handle the rest.
Is there a free trial?
Yes — every new account gets a 14-day free trial with full access to all Basic plan features including AI receipt scanning, mileage tracker, income tracker and quarterly tax reports. No credit card required to start.
What's the difference between Basic and Full?
Basic (£9/month) includes unlimited AI receipt scanning, quarterly tax reports, mileage tracker, income tracker and accountant share link. Full (£12.99/month) adds bank connection via TrueLayer — your transactions import automatically.
Does Pivitax help with Making Tax Digital (MTD)?
Pivitax keeps your records clean and organised so you or your accountant have everything ready at Self Assessment time. Direct HMRC submission is on our roadmap — we're building it now.
How does the AI receipt scanning work?
You upload a photo or PDF of your receipt. Our AI reads the merchant name, amount, date and category automatically. You can review and edit anything before it's saved.
Can I connect my bank account?
Yes, on the Full plan. We use TrueLayer — a UK-regulated open banking provider — to securely import your transactions. Your bank credentials are never stored by Pivitax.
Is my data safe?
Yes. All data is encrypted and stored securely on Supabase (EU servers). We never sell your data. See our Privacy Policy for full details.
Can I cancel anytime?
Yes. Cancel directly from your Account page — no need to email us. Monthly subscribers need 14 days notice before their renewal date; annual subscribers need 30 days notice. If you cancel within the notice window, one final payment may be taken, but you keep full access until the period ends with no further charges after that.
How do I cancel my subscription?
Go to your Account page (top right of the dashboard) and click 'Cancel subscription' in the Plan section. The app shows you exactly when your access ends and whether any final payment applies before you confirm. You do not need to contact support to cancel.
Do you offer refunds?
New subscribers can request a full refund within 14 days of their first payment, provided they have not actively used the app (no receipts uploaded, no reports generated, no bank connected). After that, refunds are not issued for unused days of a billing period, except in cases of billing errors or a verified technical fault on our side. To request a refund, cancel via the Account page then email info@pivitax.com with the subject 'Refund Request'.
What countries does Pivitax support?
Pivitax is built primarily for UK sole traders (Self Assessment, HMRC, MTD). We also support US freelancers (IRS mileage rates, Schedule C).
How do I contact support?
The fastest way is Pivibot — the chat bubble on every page. Ask it anything about your account, billing, or how the app works and it will answer instantly. For anything it can't help with, email us at info@pivitax.com and a human will get back to you.
Still have questions?
Ask Pivibot — the chat bubble in the bottom right corner answers instantly.
Or contact us by email →