Onboarding
Guide

Complete guide to setting up your TaxNav account from initial registration through final activation.

To help prepare, HMRC are running an optional public pilot and, if you meet the eligibility criteria, you can join it using TaxNav’s software.

Onboarding tutorial

Watch this step-by-step video tutorial showing the complete TaxNav setup process from account creation to successful activation.

Step 1: Sign Up

Begin by selecting the sign-up option. You'll need to add your email address, create a secure password, and agree to the Terms & Conditions to proceed.

Step 2: Account Created

Once you've completed the sign-up form, your account will be created in the system.

Step 3: Email Verification

Check your email inbox for a verification message from TaxNav. This email contains your account activation link.

Step 4: Email Sign In

Return to TaxNav and sign in using your email address and password.