Everything you need to meet clients' personal tax
obligations
- Supports the SA100 and all backing schedules
- Also includes R40, SA303, 64-8, P11d, P9D, bP11d(b), and
P46(Car)
- Manages client share and asset portfolios, including
calculation of gains
- Automatic taper relief and indexation calculations, share
pooling and identification rules, and calculating part disposals -
all standard
Ensures personal tax work progresses smoothly
- Easy data entry using tree view navigation
- Client review and client information request tools available
such as checklists, and draft return reports (schedules of
data)
- Run 'what if' computations to better advise clients
- Alerts users to missing information
- Begin filing electronic tax returns immediately (just your
agent ID and password required)
- Client account to maintain details of payments on account made
by the client
- Future year access for forecasting purposes
Click here for the full IRIS Tax
Software Functionality Checklist
