IRIS Elements Tax

Say hello to the new
standard of tax software

Essentials for start-up & small practices,
or Professional for medium practices

From £9 per month

Cloud excellence award winner badge UK IT Industry Awards - 2023 Winner

Focus on important tasks

A cloud-based tax solution designed with both small and medium businesses in mind, IRIS Elements Tax simplifies and automates processes for companies, partnerships and individuals. Supported by intuitive workflows, you’re able to focus on the more important tasks.

Compare our tax software products

Tax Returns for Individuals, Partnerships & Companies
Tax computations and calculations
Submissions direct to HMRC
Retrieval of personal data from HMRC
MTD Compliant
VAT Filer
IRIS Elements Cashbook
Supported returns: SA102M, SA102MP, SA102MS, SA102MLA, SA102MSP
Supplementary pages: CT600B, CT600D, CT600E, CT600H, CT600J
Capital allowances for Full Expensing and Super-deduction
Feed with updates on FTSE100 & FTSE250 dividends
Foreign Tax Credit Relief
Farmers’ averaging over 2 years
Part disposals
Business asset disposal relief
Optional add-ons
IRIS Elements Trust Tax
IRIS Elements Accounts Production
IRIS Elements Service Plan Essentials Plus
IRIS Elements Professional Services
IRIS Elements Practice Management

98% successful tax submissions

Join 91 of the top 100 Accountancy firms by choosing IRIS solutions and you know you’ll be in safe hands. IRIS Elements Tax is efficient and reliable, resulting in an impressive 98% tax submission acceptance rate with HMRC. 

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Answer these quick questions below and we will immediately let you know which plan is best for you.

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Do you or your clients need:

  1. Yes
  2. No

IRIS Elements

Tax Essentials

£XX/month*

30 clients

Details

For small practices with simpler client needs, our Essentials plan is the perfect fit. Includes tax returns for Individuals, Partnerships and Companies.

  • Tax computations and calculations
  • Submissions direct to HMRC and personal data retrieval from HMRC
  • More IRIS Elements products are available to help with productivity and Managing your Practice

IRIS Elements

Tax Professional

£XX/month*

30 clients

Details

For medium-sized practices with more complex client needs our Professional plan will deliver what you need. Includes Personal Tax, Partnership Tax, Corporation Tax and VAT Filer.

  • CT600B, CT600D, CT600E, CT600H, CT600J
  • Integrates with Xero, Quickbooks, HMRC, and IRIS Elements Accounts Production
  • More IRIS Elements products are available for help with productivity and Managing your Practice

Why choose IRIS Elements Tax software?

  • Trusted

    With over 44 years of experience, we’ve been chosen by 91 out of the Top 100 Accountancy firms in the UK and have a record of 98% acceptance rate for tax submissions with HMRC.

  • Simple scalability

    A cloud solution able to grow with your practice. Add users and capabilities beyond Tax such as Accounts Production, while still trusting that you have one source of truth.

  • Efficiencies

    Automation, checklists, triggers, and intuitive workflows all combine to drive efficiency for you and your practice.

  • Integrations

    Able to integrate software through rich APIs, the IRIS Elements Platform provides the foundations to build an online solution that meets your bespoke practice needs.

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Start using IRIS Elements Tax for free

Try out Essentials today, then decide the best plan for you

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Need a closer look?

If you’re not sure which plan is best for you, take a look at the features in more detail so you can compare and choose the right one for you.

Personal Tax
SA100 (Tax Return)Check | IRIS Elements TaxCheck | IRIS Elements Taxcheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
SA101 (Additional Information)check solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
SA102M (Ministers of religion)xmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
SA102MP (Members of Parliament)xmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
SA102MS (Welsh Parliament)xmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
SA102MLA (Northern Ireland Legislative Assembly)xmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
SA102MSP (Scottish Parliament)xmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
SA103 (Self-employment pages)check solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
SA103L (Lloyd’s underwriters)check solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
SA104 (Partnership pages)check solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
SA105 (Land and property pages)check solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
SA106 (Foreign pages)check solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
SA107 (Trusts etc pages)check solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
SA108 (Capital gains pages)check solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
SA109 (Non-residence pages)check solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
SA110 (Tax Calculation)check solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
R40 repayment formscheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Detailed schedules of tax return informationcheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Bundle Reportingcheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Automatic calculation of Famer’s Averaging over 2 yearsxmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Automatic computation of foreign tax credit reliefxmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Capital gains tax computationscheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Part disposalsxmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Business Asset Disposal Reliefxmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Dividend feedxmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Calculation of payments on accountcheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Self employment / partnership pages populated by Accounts datacheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Carry forward of datacheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Checklist/Information Requestscheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Making Tax Digitalcheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Partnership Tax
SA800 (Tax Return); SA800 PS; SA800 TP; SA801 to SA804 (including)check solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Trade computation/detailed reportcheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Automatice Capital Allowance calculationsxmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Partnership populated by Accounts datacheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Automatic poulation of Partners’ returnscheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Corporation Tax
CT600 (Tax Return)check solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
CT600A (Close company loans)check solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
CT600B (Controlled foreign companies)xmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
CT600C (Groups and consortium relief)check solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
CT600D (Insurance)xmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
CT600E (Charities and community sports clubs)xmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
CT600H (Cross-border royalties)xmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
CT600J (Tax avoidance schemes)xmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
CT600L (Reseach & Deverlopment)xmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
CT600M (Freeports)xmark solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Automatic population of Accounts datacheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Automatic calculation of utilisation of lossescheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Research and development tax creditcheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Expensive car lease restrictioncheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Automatic iXBRL tagging without user interventioncheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
VAT Filer Functionality
Connects directly to HMRC APIscheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Retrieves data from HMRC that has already been submittedcheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Easy import from Spreadsheetscheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Integrations 3rd Party
KashFlowcheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Xerocheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
Quickbookscheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax
HMRCcheck solid | IRIS Elements Taxcheck solid | IRIS Elements Tax

FAQs

Yes, we have integration between IRIS Elements Accounts Production and IRIS Elements Tax to deliver a seamless experience and save you time. 

This product has been replaced by IRIS Elements Tax Essentials and Professional plans and IRIS Elements Accounts Production Essentials and Professionals plans. Existing customers of IRIS Elements Tax & Accounts will continue to be supported and can move to IRIS Professional should you need further functionality. All tax data will automatically flow through to the different Tax editions.

Yes, all tax data is remembered and rolled forward each year ready for the completion of the following years’ tax return. Removing the need to re-key the same source data year on year.

Yes. Included in the Professional edition of IRIS Elements Tax, at no extra cost is the FTSE350 dividend feed. This automatically populates dividend values for your client’s Tax Return, based upon their shareholdings without needing to look externally.

Yes, our IRIS Elements Trust Tax module caters for the completion of Trust Tax Returns.

  • Tax Essentials

    Small practices with simpler needs – if you have over 100 clients please contact us

    IRIS Elements Tax – for over 100 clients

    Our Essentials plan for IRIS Elements Tax has the capability for those practices with simple client needs. 

    • 100 or more clients: To help you get the right product fit for your practice we recommend you speak with one of our team to ensure that you have all the capabilities that you need to manage your client requirements.
    • IRIS Elements Tax Essentials: A comprehensive suite of capabilities including Personal Tax, Partnership Tax, Corporation Tax, VAT Filer included as standard with a Trust tax add-on.

    Contact us for pricing

    Includes:

    • VAT Filer

      VAT Filer

      VAT Filer

      A simple bridging solution that helps you comply with the requirements of Making Tax Digital. Easily transfer data from spreadsheets or bookkeeping solutions via digital links before submitting on to HMRC. We also offer more Elements products to help Manage Your Practice.

      • Making Tax Digital compliant
      • Import values from spreadsheets and bookkeeping solutions
      • Retrieve data directly from HMRC

      Contact us for pricing

    Optional add-ons:

    • IRIS Elements Trust Tax

      Trust Tax

      IRIS Elements Trust Tax

      Simple and intuitive Tax Return completion software for a variety of trust types, including charitable and non-resident trusts. Fully integrated within IRIS Elements to avoid workload duplication, reduce errors and free up time. Gain peace of mind with automated calculations and warnings to prevent errors.​ All variations of the R185 forms containing details of trust payments can be generated and distributed to beneficiaries. We also offer more Elements products to help Manage Your Practice.

      • Complete Trust and Estate Returns together with all supplementary pages
      • All variations of R185 can be generated for distribution to beneficiaries
      • Online filing to HMRC (including previous years)

      Contact us for pricing

    • IRIS Elements Accounts Production

      Accounts Production

      IRIS Elements Accounts Production

      from £3 per month

      IRIS Elements Accounts Production is perfect for a start-up or small practice (Essentials) with simple client needs and for medium practices (Professional) with more complex requirements. Intuitive workflows, whether handling simple or complex matters, drive efficiencies across your account’s preparation.We also offer more Elements products to help Manage Your Practice.

      • Prepare compliant accounts for sole traders, partnerships, and LTDs (FRS 105, FRS 102 1a) 
      • Integrates with IRIS Elements Tax
      • Submit iXBRL-tagged accounts directly to Companies House

      Contact us for pricing

    • IRIS Elements Service Plan Essentials Plus

      IRIS Elements Tax

      IRIS Elements Service Plan Essentials Plus

      £250 annual fee

      IRIS Elements Service Plan Essentials Plus gives you access to friendly and knowledgeable analysts, who will help and guide you with any IRIS Elements queries over the phone. We also offer more Elements products to help Manage Your Practice.

      • Telephone IRIS Elements support to talk through your questions, or find answers to the most common questions on our Community Portal
      • Speak to our experts, Monday-Friday 9am-5pm

      Contact us for pricing

    • IRIS Elements Professional Services

      IRIS Elements Tax

      IRIS Elements Professional Services

      A focused training webinar for all our Elements products, which isdelivered by subject matter experts who have many years of experience. We also offer more Elements products to help Manage Your Practice.

      • Bespoke training to fit your practice – tailored to your requirements
      • Cover process, functionality and provide guidance on how to get the most out of our products
      • Experienced professionals supporting accountancy practices

      Contact us for pricing

  • Tax Professional

    Medium sized practices with more complex needs and varying number of clients

    Tax Professional

    For medium-sized practices with more complex client needs our Professional plan will deliver what you need. Includes Personal Tax, Partnership Tax, Corporation Tax and VAT Filer.

    • CT600B, CT600D, CT600E, CT600H, CT600J
    • Integrates with Xero, Quickbooks, HMRC, and IRIS Elements Accounts Production
    • More IRIS Elements products are available for help with productivity and Managing your Practice
    IRIS Elements Tax

    Find out more

    Includes everything in Essentials, plus:

    Optional add-ons:

    • IRIS Elements Trust Tax

      Trust Tax

      IRIS Elements Trust Tax

      Simple and intuitive Tax Return completion software for a variety of trust types, including charitable and non-resident trusts. Fully integrated within IRIS Elements to avoid workload duplication, reduce errors and free up time. Gain peace of mind with automated calculations and warnings to prevent errors.​ All variations of the R185 forms containing details of trust payments can be generated and distributed to beneficiaries. We also offer more Elements products to help Manage Your Practice.

      • Complete Trust and Estate Returns together with all supplementary pages
      • All variations of R185 can be generated for distribution to beneficiaries
      • Online filing to HMRC (including previous years)

      Contact us for pricing

    • IRIS Elements Accounts Production

      Accounts Production

      IRIS Elements Accounts Production

      from £3 per month

      IRIS Elements Accounts Production is perfect for a start-up or small practice (Essentials) with simple client needs and for medium practices (Professional) with more complex requirements. Intuitive workflows, whether handling simple or complex matters, drive efficiencies across your account’s preparation.We also offer more Elements products to help Manage Your Practice.

      • Prepare compliant accounts for sole traders, partnerships, and LTDs (FRS 105, FRS 102 1a) 
      • Integrates with IRIS Elements Tax
      • Submit iXBRL-tagged accounts directly to Companies House

      Contact us for pricing

    • IRIS Elements Practice Management

      Practice Management

      IRIS Elements Practice Management

      from £25.60/user/month

      IRIS Elements Practice Management provides intuitive practice management with integrated email and text messaging, customisable workflows and easy to configure CRM. With one contact list you’ll increase productivity without duplicating effort.We also offer more Elements products to help Manage Your Practice.

      • Automate emails to request information, approvals, and signoffs, so you don’t miss a deadline
      • Create bulk email updates and send to segmented client list
      • Set up one-off or repeat jobs for VAT, accounts, and other services

      Contact us for pricing

    • IRIS Elements Professional Services

      IRIS Elements Tax

      IRIS Elements Professional Services

      A focused training webinar for all our Elements products, which isdelivered by subject matter experts who have many years of experience. We also offer more Elements products to help Manage Your Practice.

      • Bespoke training to fit your practice – tailored to your requirements
      • Cover process, functionality and provide guidance on how to get the most out of our products
      • Experienced professionals supporting accountancy practices

      Contact us for pricing