Overview
The UK tax code is one of the most complex in the world. No individual can know it all. And even if they could, they wouldn’t have the time to apply that knowledge properly to every client, every year.
The result?
Compliance errors and omissions get missed. Tax-planning opportunities go unnoticed. Revenue is left on the table.
That’s the reality.
Syntax automates tax planning reviews to spot compliance errors and omissions, and identify tax-planning opportunities - Peace of mind that you haven't missed anything. Sleep at night knowing every return has been properly reviewed.
Every Return. Every Year.
Join forward-thinking firms using Syntax to automate their client review process.
Reduce compliance risk. Unlock new fee-earning opportunities. Free your team to focus on higher-value work.
Stop relying on manual processes that were never designed for today’s tax complexity.
Automate the review. Control the risk. Capture the upside.
Syntax + Xero
One Dashboard. All Your Clients.
Connect your clients once. Switch between them instantly. No repeated logins. No exports. No faffing around. Select the client. Run the review. Done.
No Spreadsheets. No Manual Exports.
Syntax pulls the data directly from Xero. No CSV downloads. No formatting. No copying and pasting. Just live ledger data, ready to review.
Every Transaction Checked
As soon as the data syncs, Syntax reviews the entire ledger. Not samples. Not spot checks. Everything. Hundreds of UK tax rules applied in seconds. You get a clear Tax Planning Report showing risks, errors and missed opportunities
Read-Only. No Risk to Client Data.
Syntax cannot change anything in Xero. We only read the data required to run the review. Your client records stay exactly as they are.
See Exactly Why Something Was Flagged
When Syntax highlights something you can click straight through to the underlying transaction. No black box. No guesswork. You stay in control before you speak to the client.
Getting started
Run your first tax review in minutes...
- Add the Client
Click “Add Client” from your dashboard. You’re taken to Xero to log in securely.
- Approve Access
Select the client. Click allow. Syntax pulls the trial balance and ledger data automatically.
- Add Extra Info (if you want)
Have a draft CT600? Upload it for a deeper review. If not, skip it.
- Review the Report
The tax review is generated automatically. See flagged risks. Spot missed opportunities. Click through to the underlying transactions. Export the report for your team or the client.
Simple.
Connect. Run. Review.
That’s the whole process.
