Learn more about IRIS Personal Tax

Compatible with HMRC's Making Tax Digital Income Tax Pilot, compliance work is easy and efficient due to the amount of data shared with Personal Tax and our automatic calculations. MTD functionality allows submission of quarterly trading and land and property data as part of the pilot. It enables you to complete self-assessment tax returns and P11D forms with ease and file online, including all supplementary pages (except MPs) with IRIS.
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What IRIS Personal Tax can do for you:

IRIS Personal Tax enables you to be MTD-compliant and makes processes around this easy and efficient, thanks to data sharing and automated calculations. HMRC recognised IRIS’s readiness for MTD by officially listing us as the first agent software provider capable of supporting the MTD pilot. We are still just one of four. MTD solutions are built within the existing products, so there are no new products to learn. Moving clients from Tax Returns to MTD can be handled and easily tracked in the one product. With the integration to IRIS OpenSpace, communication with clients is simple and makes the Tax Return approval process quick and easy.
  • Save time and money – Complete self-assessment tax returns with ease and file online at the touch of a button.
  • Compliance work made easy and efficient due to amount of data shared and automatic calculations.
  • Allows data to be collected direct from client via secure online service at no additional cost using e-Checklists.
  • Personal Tax collects data direct from HMRC, reducing the data entry burden.
  • Import Trading and Land & Property income/expenses directly from KashFlow or from CSV
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IRIS Personal Tax provides instant solutions for:

Producing all supplementary SA100 schedules (except MPs), tax computations, schedules of data and checklists produced

Automating calculations on the data already entered.

Completion and submission of forms P11D, P9D, P11D(b) and P46(car) – it comes with a P11D module included in the price.

Advanced client export/import facilities to support remote working; for example, at a client’s site.

Key Features

Fully Integrated

Integration with IRIS Business Tax, IRIS Trust Tax, IRIS Dividend Service, IRIS Payroll and IRIS P11D allows the data already collected to be shared seamlessly with IRIS Personal Tax – drastically reducing the need to re-key information and reducing the risk of error.

Automatic calculations

IRIS Personal Tax automatically carries out all tax calculations using the data already entered. For example, basis periods, foreign tax credit relief, farmers’ averaging, capital gains tax and top slicing relief, so there is no need for separate tools or manual calculations.

Seamless data collection

E-Checklists mean collecting data is easy and seamless, with clients entering their data and importing directly into Personal Tax. Pre-populates client data direct from HMRC, with the ability to review and compare to figures entered in IRIS before deciding whether to use them. Particularly beneficial since May 2017 when HMRC decided to no longer provide agents with client’s PAYE details.

MTD Ready

IRIS Personal Tax is MTD ready. You can set up quarterly periods for trading and land and property income and begin your regular submissions of data to HMRC well ahead of mandation.

FAQs

  • How do I find support for this software?

    We have a dedicated support section on this website. We also have live chat and a dedicated support telephone number: Support contact numbers.

  • Is this software compliant?

    Assurance and compliance are the primary services of any firm, practice, business or organisation. We understand that you rely on software solutions to get it right, every time – no compromise. Speak to us and find out why IRIS are the leaders in compliant software; call 0344 844 9644.

  • How do I buy this software?

    Speak to us today about how you can get started with IRIS. Call 0344 844 9644 to discuss your requirements; we’ll help you get started.

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