Provide advice, consultancy and training to accountancy firms in relation to computers, final accounts and taxation

Tax Tips and Tools


Version 10 - now released- over 107 tax tools, predominantly for the 2010/11 tax year.

This Software was voted "Best Tax Software" in the 2005 LexisNexis Tax Awards and shortlisted again in 2006.

Here's what Mark Lee, a past chairman of the ICAEW's Tax Faculty has to say: -

"WOW!!" I consider this product to be fast becoming an "essential" tool for the busy tax practitioner, up there with the reference books and tax return software! It really does provide practical and commercial tips and tools that enable advisers to deal with topical and key issues cost effectively and accurately. I highly recommend it.

Click here for his full comments

Click here for a contents page.

Click here for a "flyer".

Just a look at some of the software on the CD:-

IHT Calculator - a comprehensive Calculator, taking into account taper relief for IHT on gifts, lifetime gifts, death taxes payable by either donor or donee etc.

Tax Credits Calculator - For 2009/10 calculations based on actual income and 2010/11 provisional claims based on the prior year's income.

Interactive Personal Tax Checklist - a "real" program as opposed to an Excel model. A comprehensive tax compliance and planning checklist - tailorable to the client's circumstances. Radio buttons and standard text buttons make completion fast, with option to add free format text as required.

Should I incorporate? -  Possibly the most comprehensive model available - allows all income to be taxed at 40%/50%, ability to omit Class 4 NI if not liable - and many others.  Updated to include the 2010/11 and 2011/12 tax years too!

Incorporation Issues and elections - all the points you need to consider before transferring the business into a company.

Car tax calculator - Cash or Car? Until you "run the numbers" you do not know.

Maximum NI calculator - a refund in excess of £10,000 has been obtained as a result of using this tool.

Admitting a Partner - the tax and NI effects and how it may affect the net income of a husband and wife

Tax routing sheet

and many others......


Do you know how to get more than 222% tax relief on a pension contribution? ..

Find out on our Tax Tips and Tools CD -

Pricing - See "flyer"

This is just one in a series of ......Tips and Tools.

Your Papertrail Ends Here!
Smartline Tewkesbury Cheltenham