Complete self assessment tax returns and P11D forms with ease
and file online, including all supplementary pages with IRIS
Personal Tax.
IRIS Personal Tax for online filing works like a dream.
It’s seamless and does the job. Filing returns in this way
definitely saves us time and money.
Monahans Chartered Accountants
Automatically produce self assessment returns for directors,
partners, traders and individuals with IRIS Personal Tax. All
calculations are completed for you, including foreign tax credit
relief, excluded income and top slicing relief as well as capital
gains tax. Status indicators and reports help you to track and
monitor the progress of tax returns.
Key benefits
- Easy to review and edit data via the tree view
data entry menu, or by using the on-screen drill-down
- All supplementary SA100 schedules*, tax
computations, schedules of data and checklists produced
- Manages client share and asset portfolios,
including calculation of capital gains
- Completion of P11D forms included, allowing
production of P11D, P9D, P11D(B) and P46(car)
- File by Internet (FBI) all forms and
supplementary pages at the touch of a button
- Advanced client export/import facilities for
working away from your office, for example at a client site
- Status indicators can be used to mark sections
as ‘in progress’ or 'complete' and you can monitor the progress of
the tax returns using standard reports
*excludes Members of Parliament
Efficiency through full integration
Working with the single central IRIS database makes IRIS
Personal Tax even more efficient as it eliminates the need to
re-key information. This increases productivity and improves
accuracy. Major benefits are realised when used in conjunction
with...
- IRIS Business
Tax - computations are sent directly to personal tax, keeping
personal and business tax liabilities tightly synchronised
- IRIS
Dividend Service - for automatic insertion and calculation of
share details
- IRIS
Practice Management - enables advanced control and monitoring
of the tax returns as well as enabling a truly paperless
office
- IRIS AutoMail -
the appropriate letters can be automatically created, from when the
client is created through to reminders and completion of the tax
return
