Supports the complete range of schedules, forms,
computations:
- SA900 and backing schedules SA901, SA902, SA903, SA904, SA905,
SA906
- Includes full schedules of data, computations, forms 64-8,
SA303 and 41G
- Form R185, with a refresh function as standard to include
information on the beneficiary's tax return
- Includes a module similar to IRIS Personal Tax for managing
client share and asset portfolios, including the calculation of
gains
- Automatic taper relief and indexation calculations, share
pooling and identification rules, and ability to calculate part
disposals – all standard
- Annual exemptions can be adjusted for various trust types
Makes trust tax work a straightforward task
- Run 'what if' computations to better advise clients
- Easy data entry using tree view navigation
Software provides every support to deliver comprehensive
service with:
- Full schedules of data
- Simple report showing the tax computation and facsimile forms
64-8, SA303 and 41G for new trusts
- Form R185 for discretionary trusts, estates in administration
and IIPs
- Future year access for forecasting purposes
Click here for the full IRIS Tax
Software Functionality Checklist
