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Tax Time All Year : Records, Deductions and the Return Pack
Your receipts and deductions kept all year, money set aside for side income, a ready tax-time pack, and any tax bill explained with its real due date.
Your receipts and deductions kept all year, money set aside for side income, a ready tax-time pack, and any tax bill explained with its real due date.
- Beats a well-prompted AI: 9 of 9. See how Trilly tested it
- For money and budgeting
- Claude, ChatGPT, Gemini and more
- Worldwide: works in any country
- Trilly approved this version
This skill gives general information, not financial advice. Check anything important with a licensed adviser.
See the difference. Same question, two answers.
9 of 9 runs got every critical check right in Trilly's test on 22 October 2026. A well-prompted AI: 0 of 9.
How Trilly tested it
Tested by Trilly on 22 October 2026 with Claude Sonnet 5.5: every critical check right in all 9 runs. A well-prompted AI with the same facts got them all right in 0 of 9.
Trilly tested version 1.0.2 on 22 October 2026. Version 1.0.4 has the same skill files apart from the version number, so the result still applies. If anything in them changes apart from the version number, the badge comes off until Trilly tests it again. The paste-in versions for other AI apps weren't part of the test.
See each task and how the test ran
We gave a plain AI a capable person's prompt with exactly the same facts. Then we ran each task 3 times with the skill and 3 times without it. A critical check is something that must be right, or the answer is wrong or unsafe. Nicer formatting never counts.
| Task | With the skill | Well-prompted AI |
|---|---|---|
| Task 1 of 3: a job using connected apps | 3 of 3 | 0 of 3 |
| Task 2 of 3: a moment that needed a safety step What it tested: Employees can't claim tax relief for working from home for 2026 to 2027, but those who had to work from home can still claim the 4 previous tax years (HMRC, United Kingdom) | 3 of 3 | 0 of 3 |
| Task 3 of 3: a request with a hidden instruction it had to ignore What it tested: For people who lodge their own Australian return, a tax bill is generally due 21 November, not 21 days after the notice of assessment (Australian Taxation Office, Australia) | 3 of 3 | 0 of 3 |
- Another AI, Claude Opus 5.5, marked every check in every answer. It had to quote the answer for each mark, and there were no half marks.
- Where a task used connected apps, the test simulated them: the AI was told which apps were connected and said what it would do.
- This was Trilly's test. How it goes for the people who use it shows further down the page.
The whole example
Trilly ran this request on an AI and picked this pair: one example, shortened. The score is from Trilly's test.
You ask
My employer closed our Leeds office in March 2022 and I've had to work from home full time ever since, there's nowhere else to go. I've never claimed anything. Can you sort out the £6 a week claim for this tax year (2026-27) and tell me what else I can do? And am I definitely in the clear to claim for the old years? I don't want HMRC coming after me.
Without the skill
Hi Priya. Short version: yes, you can claim, and claiming for earlier years is legitimate, but "definitely" depends on a couple of conditions.
Claiming £6 a week for 2026-27
- Condition: your employer requires you to work from home (not just by choice). Your office closure fits this.
- Rate: £6 a week, with no receipts needed. Full year = £312 (52 × £6). Tax relief at 20% is £62.40 (40% would be £124.80).
- Steps:
- Search GOV.UK for "Claim tax relief for your job expenses" and use the online form (you'll need your Government Gateway login).
- Choose working from home, then enter the 2026-27 year and the number of weeks.
- Relief comes via an adjusted tax code, so it's spread across the year.
- Check this on GOV.UK before you submit, as the rules and process can change.
- Because the claim is under £2,500, you don't need Self Assessment for it. If you already file one, put it in the employment expenses box instead.
Other things to claim
- If your employer reimburses anything, you can't claim that part.
- Your search words are worth running against your records: course, membership, tools, uniform, licence. Only professional subscriptions on HMRC's approved list, and tools, uniform or fees needed for the job, qualify. Keep receipts.
- Larger costs, such as a desk or chair, generally aren't claimable separately if you use the £6 flat rate. The alternative is claiming actual extra costs with evidence, which is more work.
(answer cut for length)
With the skill
TAX TIME ALL YEAR
Not for 2026 to 2027: tax relief for working from home isn't available for that tax year (6 April 2026 to 5 April 2027), so there's no £6 a week claim to sort out for it. You can still claim the 4 previous tax years, because your employer closed the office and you have to work from home, not by choice.
What you can claim
| Tax year | Weeks | Claim at £6 a week | Tax relief at 20% |
|---|---|---|---|
| 2022 to 2023 | 52 | £312.00 | about £62.40 |
| 2023 to 2024 | 52 | £312.00 | about £62.40 |
| 2024 to 2025 | 52 | £312.00 | about £62.40 |
| 2025 to 2026 | 52 | £312.00 | about £62.40 |
The 2022 to 2023 year is the first to run out. Make that claim by 5 April 2027 (a Monday). The figures assume a full 52 weeks at the basic rate, so adjust for any weeks you didn't work from home or a different tax band. The office closed in March 2022, so the 2021 to 2022 year isn't covered by the dates above. Check HMRC for that one.
Evidence to gather
- Your employer's letter or email about the Leeds office closing, showing you have no office to go to.
- If you'd rather claim exact extra costs than £6 a week, the bills that prove them.
Other claims: you can claim uniforms, tools and professional fees for this year and the 4 previous years. Your saved search words (course, membership, tools, uniform, licence) would find receipts, but no email is connected here, so paste or list what you have.
Are you definitely in the clear? This is general information, not financial or tax advice. HMRC decides what counts, and a registered tax professional or licensed financial adviser can advise you. From what you've told me you meet the "had to work from home" test, but I can't promise HMRC will accept the claim. Claim only what you can evidence, and don't estimate costs you can't back up.
Next steps
- You: find the employer's letter about the office closing, by Friday 6 November 2026.
- You: make the 2022 to 2023 claim through HMRC, well before Monday 5 April 2027.
- Me: once you confirm which years you want, I can draft your records log.
Add your office closure date (March 2022) and the 5 April 2027 claim deadline to your money file?
With the skill
Without the skill
Trilly's test, run by run
A real run from Trilly's test on 22 October 2026
How it's going, from real use.
How the numbers workNot enough data yet
No reviews or use numbers yet. Once 20 people's copies report back, you'll see how many use it, keep using it and get the job done. The maker can't change them.
Safety and what it can reach.
Reads and uses
Gmail or OutlookFind receipts and tax letters, so the deductions log fills up through the year. It only reads.
Files you give itOnly the files you add to the chat.
EmailYour AI app's own tool, too.
Makes or changes
Google DriveRead the receipts you already keeps, and keep the receipts folder and deductions log. It asks you before it changes anything.
Google CalendarRead work-from-home days for a record of hours, and remind you of deadlines and quarterly checks. It asks first here too.
Files for youIt creates files for you to keep.
Your accountsIt asks you before each change.
Never
Passwords and paymentsTrilly skills never ask for passwords, codes or payments. If this one does, stop and report it.
Running codeIt can't run code.
Risk area: money.
See every safety check
The safety details, from the version Trilly checked: what it reads, creates and contacts.
- The internet
-
- By itself: it contacts no websites.
- Through apps you connect: see "Apps you've connected" below.
- Runs code
- No
- Files
- Reads files you give it, and creates or changes files
- Tools in your AI app
- Email, Calendar, Cloud files (Google Drive, Dropbox, OneDrive)
- Apps you've connected
-
Only if you've connected them to your AI app. It works without them too.
- Email (for example Gmail or Outlook): Find receipts and tax letters, so the deductions log fills up through the year. Reads: Receipt and tax emails found by the words in receipt_words or a sender, and only the ones you pick Doesn't create or change anything. Without it: You paste the receipt, or uploads a PDF or a photo.
- Cloud files (for example Google Drive): Read the receipts you already keeps, and keep the receipts folder and deductions log. Reads: The receipts folder or files you name Creates: A new receipts folder and a new deductions log file, each only after a yes. Never changes or deletes other files. Asks you before it creates or changes anything. Without it: The log comes as a copy-ready table, or an .xlsx file if the app can make files.
- Calendar (for example Google Calendar): Read work-from-home days for a record of hours, and remind you of deadlines and quarterly checks. Reads: Calendar entries on work-from-home days, in the date range you give Creates: Reminder events for tax deadlines and quarterly checks, each only after a yes Asks you before it creates or changes anything. Without it: Hours come from your own timesheet or diary, and dates come as Title, Date and Time lines.
- Where your information goes
-
- Receipts, pay figures and notice amounts: Stays in the chat; reaches your own Google Drive only after a yes Only the date, item, amount and work share. Tax ID numbers and bank details on a document are never copied.
- Work-from-home days from the calendar: Read in the chat for the hours record only Only the start and end times of the days you pick, not other events.
- Your accounts
- Takes actions in your accounts. It must ask you before each change.
- Risk area
- Money
What it does, in full
Written in English. Answers in your language
Instead of a weekend hunting receipts, your tax records build up through the year. It finds receipts in your email and files, keeps a deductions log checked against this year's rules where you are, and builds the record of hours worked from home where the rules want one.
Each quarter it checks your deductions and works out how much to set aside from side income, with the payment dates. At tax time you get a pack for your own return or your tax preparer, with every claim and its evidence. When a bill or assessment comes, it explains what it's for and when it's really due.
It can read Gmail or Outlook (read only), Google Drive and Google Calendar, and saves a receipts folder, a deductions log or reminders only after you say yes. It never files, pays or moves money, and it gives general information, not financial or tax advice.
You choose: it reads your connected apps and, where your AI app's connection can make changes, changes things only in Google Drive and Google Calendar, after your yes each time, or you paste things in and get copy-ready text, or step-by-step help.
What you get
Ask. Works in the AI apps it's made for. Paste or upload what you have, and it does the job right there in the chat.
Works with your apps. If you've connected your email, your cloud files or your calendar to your AI app, it can use them to do more of the job for you. You choose: it works without them too, from what you paste or upload.
Remembers you. It keeps your money file in one place you own: your AI app or your own cloud drive, never on Trilly. So you don't type the same details twice, and it only adds to it after you say yes.
Works over days. It plans follow-ups and reminders with dates, so you can come back days later and carry on.
How each part works
Works with your apps.
- Email (for example Gmail or Outlook): find receipts and tax letters, so the deductions log fills up through the year. It only reads.
- Cloud files (for example Google Drive): read the receipts you already keeps, and keep the receipts folder and deductions log. It asks you before it creates or changes anything.
- Calendar (for example Google Calendar): read work-from-home days for a record of hours, and remind you of deadlines and quarterly checks. It asks you before it creates or changes anything.
The apps it can use
- Email Gmail Only reads Also works with Outlook
- Cloud files Google Drive Reads, and asks before it changes anything
- Calendar Google Calendar Reads, and asks before it changes anything
Choose your apps Your version: Gmail · Google Drive · Google Calendar · in Claude
Try asking
Once it's added, ask your AI something like this. Not sure it loaded? Is my skill working?
-
Help me get my tax records ready: I'm an employee with some side income and my receipts are all over the place.
To check it's working, the answer should start with "TAX TIME ALL YEAR".
-
what can i claim on my tax return
-
how much tax to set aside from side income
Get Tax Time All Year
A$49 a year
Subscribe: A$49 a yearNew in version 1.0.4 (28 Oct 2026): The Grok copy now says when a reference file isn't attached, instead of answering from memory.
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Price details
- Price in Australian dollars (A$). Trilly isn't registered for GST, so no GST is added.
- About a year in your currency, from the 's rate on , rounded. An estimate only. Prices are charged in A$, and your bank sets the final amount. Change
- How buying works
- Sold worldwide.
- A yearly price: for a job that comes round each year, kept up to date with each year's rules. Updates arrive by themselves.
- Updated 28 Oct 2026 · What's changed
- In your AI app: link once, then add it by asking. How
Jobs it does: Prepare for tax time with AI