We’ve been producing software to make Self-Assessment simpler since it started, and we’ve used that experience to make a tax package that ticks all the right boxes for accountants. Personal Tax allows you to enter your client’s figures quickly and accurately, either using our Rapid Data Entry screens, or directly into the tax return boxes, so you spend less time form-filling.
Your clients want to know how much they have to pay, so we include a comprehensive calculation summary, and a range of reports for you to use. Personal Tax includes pre-population of client data made available via the Digital Tax Account so you can clearly see and opt to utilise the information already held by HMRC when completing the client’s return.
We’ve used the proven technology behind Personal Tax to build a complete solution to filing SA900 returns to HMRC.
We know that you are likely to have a handful of trust clients at most, so we offer a five return licence. If you need more than five, other licences are available.
File online to HMRC with pre-filing validation built-in
Bring data from your clients digital tax account
Easy to use Capital Allowances calculator as standard
IRIS OpenSpace Integration
Drill down feature to resolve submission errors
Dividend database included at no extra charge - Covers FTSE 100 & 250
Comprehensive Capital Gains calculator built-in
We offer reduced cost licences for smaller client numbers.
Switching software supplier is usually accompanied by a chorus of claims about how “all your data will come across”.
We don’t make that claim. While we can typically bring across the standing data (names, addresses, the totals of boxes on the tax return etc.), we generally can’t bring across transaction data (schedules of dividends and the like).
The only promise we make is this:
We’ll bring across what we can
Available by phone, email and online