Onboarding
Guide

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