Complete all trust and estate tax returns easily, including tax
computations and filing online using IRIS Trust Tax.
IRIS Trust Tax is a quick and easy means of completing the
returns and associated forms for a wide variety of situations
including capital gains, estate in administration, discretionary
trusts, interest in possession, settler interested trusts,
charitable trusts and many more.
Key benefits
- Simple to set up and easy to navigate
- Straightforward data tracking and reviewing of
data
- All calculations are automatic, with a
computation report available as a supplement to the return
- Shareholding, property and deposit accounts
automatically brought forward
- Import/export facilities enable you to work on
client data out of the office
- Enables tracking of payments, making claims to
reduce payments and computes interest on late payments of tax
- Easily computes double taxation relief and
retains portfolio data for assets and securities, as well as
computation of share pools and taper relief
- Automatically completes Form R185, Form 64-8,
Form 50(FS) and Form 41G
Efficiency through full integration
Working with the single central IRIS database makes IRIS Trust
Tax even more efficient as it eliminates the need to re-key
information. This increases productivity and improves accuracy,
especially when used in conjunction with IRIS
Personal Tax and IRIS Dividend
Service.
Using IRIS Trust Tax with IRIS Practice
Management lets you control and track the tax returns through
the advanced monitoring service.