Know the tax bill before it lands.
For accounting practices on Xero. Rooby forecasts every client's Corporation Tax, VAT and Self Assessment from their books, with the workings behind every figure.
14-day free trial · No card · Read-only access to Xero
Work queue 4
| Client | Issue | Next CT / SA | Next VAT | Synced |
|---|---|---|---|---|
| Summit Scaffolding Ltd | VAT due in 19 days | £8,2101 Jun 2027 | £14,2807 Nov 2026 | 01:02 |
| Oakfield Landscaping Ltd | 2 bills in the next 30 days | £6,4001 Nov 2026 | £3,5407 Nov 2026 | 01:03 |
| Meridian Roofing Ltd | Estimate up £3,100 since September | £21,6901 Jan 2028 | £4,1207 Jan 2027 | 01:04 |
| Jess PenningtonSole trader | Sales in Xero changed after the return was filed | £3,96031 Jan 2027 | — | 01:03 |
On track 34
| Sam HollisSole trader | All bills on track | £6,47931 Jan 2027 | — | 01:04 |
| Redstone Brickwork Ltd | All bills on track | £1,9601 Sep 2027 | £2,1107 Dec 2026 | 01:01 |
Meridian Roofing Ltd
Saving for
£21,690
Corporation Tax · due 1 Jan 2028
£14,000 put by · £7,690 to go
VAT£4,120
Due 7 Jan 2027
For your practice
Every client on your Xero book in one list, the ones with something to act on first. No spreadsheet to keep up.
For their business
Their own bills on their phone: what's coming, when, and how much they've put by. The January phone call becomes an October one.
Every January, a client calls in a panic.
Their tax bill is due. The money isn't there. £8,400 in the bank, £21,690 Corporation Tax due on 1 January: £13,290 short.
With Rooby, that call never comes. Here's why.
Their books, read from Xero every night. Six months in: £48,000 profit from April to September, projected for the rest of the year.
Worked into the one figure that matters.
Example: £21,690 Corporation Tax for Meridian Roofing Ltd, due 1 January 2028.
Corporation Tax · Meridian Roofing Ltd
An example client · due 1 Jan 2028
Worked out again every night as the books change.
See how it's worked outEvery figure shows its workings.
An accountant doesn't trust a number they can't check, so every forecast opens to its calculation, line by line. Pick a bill to see it.
Meridian Roofing Ltd
Synced from Xero at 01:04
Corporation Tax Year to 31 Mar 2027
- Profit to dateApr to Sep, from Xero
- 48,000
- Months of dataOctober still settling
- 6 of 12
- Profit for the yearProjected
- 96,000
- At the main rate25%
- 24,000
- Less marginal relief3/200 × (250,000 − 96,000)
- (2,310)
- Corporation Tax due
- £21,690
- Due
- 1 Jan 2028
VAT Sep to Nov 2026
- Scheme
- Flat rate, 9.5%
- Gross turnover receivedSep and Oct, from Xero
- 28,912
- Months of data
- 2 of 3
- Projected for the quarter
- 43,368
- At the flat rate9.5%
- 4,120
- Estimated VAT due
- £4,120
- Due
- 7 Jan 2027
VAT Dec 2026 to Feb 2027
- Scheme
- Flat rate, 9.5%
- Gross turnoverProjected from Sep to Nov
- 40,842
- Months of data
- 0 of 3
- At the flat rate9.5%
- 3,880
- Estimated VAT due
- £3,880
- Due
- 7 Apr 2027
VAT Jun to Aug 2026
- Rooby's estimate
- 3,540
- Payment to HMRCFound in Xero, 6 Oct 2026
- 3,610
- Difference
- 70 (2%)
- Paid
- £3,610
- Due
- 7 Oct 2026
Every bill, in date order
Corporation Tax, VAT and Self Assessment for each client, estimated from their books.
What changed, and by how much
Each estimate keeps its history, so a bill that has moved stands out before the client calls.
Paid bills found for you
When a payment to HMRC turns up in Xero, Rooby matches it to the bill and marks it paid.
Sam Hollis
Synced from Xero at 01:04
-
31 Jan 2027£6,479Balancing payment 2025/26, £2,359First payment on account 2026/27, £4,120
-
31 Jul 2027£4,120Second payment on account 2026/27
-
31 Jan 2028£1,850Balancing payment 2026/27 · projectedCheck
Under 6 months of 2026/27 in Xero so far
Payments to HMRC in Xero
- 30 Jan 2026 · HMRC Shipley£2,940Self Assessment
- 31 Jul 2026 · HMRC Shipley£2,940Self Assessment
Worked out as 2025/26
- ProfitCash basis, from Xero
- 44,260.00
- Personal allowance
- (12,570.00)
- Income tax20% of 31,690
- 6,338.00
- Class 4 National Insurance6% of 31,690
- 1,901.40
- Total for the year
- 8,239.40
- Less: payments on accountBoth found in Xero
- (5,880.00)
- Balancing payment
- £2,359.40
Sole traders, the same way.
Self Assessment and payments on account, from the profit in Xero, with every line of the calculation shown.
- Payments to HMRC found in Xero mark the bill paid and replace the estimate.
- An estimate that still rests on a projection is flagged for you to check.
- Salary, savings, dividends and rent outside Xero are entered once a year.
- Cash basis by default, accruals if the client uses them.
Trusted with the books.
“The perfect app to help me track my tax liabilities.
I can't believe I didn't start using Rooby sooner. I recommend it to anyone who doesn't want to be caught short by surprise tax bills ever again!”
“Great app that perfectly fills a gap in the market. Easy to set up. Very easy to use.”
John Allton Jones · 5 Aug 2026“Fantastic app, extremely helpful!”
Calum Evans · 4 Aug 2026“Extremely helpful and I'd argue essential to any business.”
Alfie Stone · 3 Aug 2026“I use Rooby to track my tax liabilities for a company that rents out homes, found nothing else similar to it and is really easy to use!”
Billy Monsey · 3 Aug 2026
5.0 on the Xero App Store, where Rooby was featured in New & Noteworthy.
- Organisation and tax settings
accounting.settings.read - Profit and loss
accounting.reports. profitandloss.read - Balance sheet
accounting.reports. balancesheet.read - Trial balance
accounting.reports. trialbalance.read - Invoices and bills
accounting.invoices.read - Bank transactions
accounting.banktransactions.read
Not asked for anything that creates, edits or deletes. No payroll.
- Hosted
- London: the database and the servers that run Rooby.
- Xero tokens
- Encrypted twice, with the key kept outside the database.
- Rooby staff
- Can only open a client's dashboard read-only, and every visit is logged.
- ICO
- Registered, C1930726. Data Processing Agreement ready to sign.
Priced like a tax band.
Pay per connected client. Crossing a threshold only changes the rate on the clients above it, and every feature is included at every tier.
£10
a client a month for clients 1 to 20
£7
a client a month for clients 21 to 100
£5
a client a month from client 101
Pass it on to your clients
- Rooby costs you 20 × £10 + 18 × £7
- £326
- You recharge 38 × £15
- £570
- You keep a month
- £244
Recharging is up to you: add it to each client's monthly fee, or fold it into an advisory package.
Your brand on their portal.
White label: clients see your firm's name, logo and colours, at your own address. Saved to their phone, it shows your icon, not ours. We set the address up for you.
northgate.rooby.co.uk
Saving for
£21,690
Corporation Tax · due 1 Jan 2028
Example firm
Every tier includes
- Corporation Tax and VAT for companies
- Self Assessment and VAT for sole traders
- Workings behind every figure
- A read-only portal for each client
- Nightly Xero sync
- Unlimited team members
- Your branding on the client portal
Before you connect Xero.
Is the figure a filed return?
No. It's Rooby's estimate from the client's books in Xero, with every line of the calculation shown. Bills it finds paid in Xero are marked paid, and for sole traders you can enter the bill from the filed return to replace the estimate.
Does Rooby file anything with HMRC?
No. It doesn't submit VAT returns, CT600s or Self Assessment, and it can't change anything in Xero. It reads the books and shows what's coming.
How accurate are the estimates?
As accurate as the books. Rooby projects the year from the months so far and shows what each figure rests on. A sole trader's estimate that still leans on a projection, with under six months in Xero or profit far from last year's, is flagged for you to check.
Does Rooby need a full year of books?
No. Rooby gives each month a month to settle in Xero (invoices entered, bank reconciled) before counting it, so a year that starts in April gets its first forecast in June. From then on it's worked out again every night. Early figures lean more on the projection, and the workings show how many months each one rests on.
Which taxes does it cover?
Corporation Tax and VAT for limited companies; Self Assessment, payments on account and VAT for sole traders. VAT on the standard, flat rate and cash accounting schemes.
Can I connect clients with my own Xero login?
Yes. If your practice login can see a client's organisation, you can connect it yourself. Rooby asks Xero for the six permissions listed under Security, all of them read only.
What do my clients see?
If you invite them, their own bills: what's due, when, and how much they've put by, in your firm's name and colours. They can't see other clients or change the figures.
How does billing work?
Monthly, per connected client, at the graduated rates above. The first 14 days are free and need no card.
Connect Xero. See the bill.
Your first client's tax forecast, usually in under 30 seconds. 14-day free trial, no card.