Accountants and Tax Advisers

Solutions

Packed with functionality

Whichever pricing plan you choose, you will have all these features included. This is just one reason why more and more practices are moving to Taxfiler and joining the cloud revolution.

Quickly and easily prepare final accounts from trial balance stage, using simple manual entry or importing figures from bookkeeping software. Add notes and disclosures which will be numbered and tagged correctly. Transfer the balances seamlessly from the completed accounts to the tax return, saving time and avoiding errors. Submit iXBRL-tagged filtered accounts directly to Companies House at the click of a button. Includes full support for small companies, micro-entities, sole-traders and partnerships.

Quickly complete the correct forms for any accounting period. Long periods of account can be apportioned automatically across multiple accounting periods.

Generate fully-tagged iXBRL computations, complete with Capital Allowances, Chargeable Gains (including calculation of indexation) and Research & Development tax credits.

Include any required supplementary forms including Participator Loans, Group Relief and Charities. Upload PDF attachments to be submitted with the tax return.

Submit the tax return directly to HMRC using your agent credentials.

Use simple data input screens to prepare the main tax return and all supplementary forms. Transfer trade accounts directly from Taxfiler accounts preparation or import from external software. Use the built-in calculators to help with capital allowances, chargeable gains, averaging etc.

Produce detailed schedules and computations, and upload additional attachments in PDF format.

Review the tax return and prepare it for filing. Once approved by the client the return can be submitted directly to HMRC using your agent credentials, and the submission receipt will be stored as proof of filing.

Enter details of partnership income using our straight-forward data input screens. Transfer the profit and loss account and balance sheet directly from Taxfiler accounts preparation, or import from external bookkeeping software.

Allocating profits to partners is simple, and you can link to each partner’s individual record so the data is seamlessly updated to their own personal tax return.

The partnership tax return can be submitted directly to HMRC using your agent credentials, and the submission receipt will be stored as proof of filing.

Select from a variety of trust types including charitable and non-resident trusts. Entering details of trust income and allowable expenditure is quick and easy, and you can also input details of beneficiaries and any discretionary payments made.

Taxfiler will calculate the tax payable by the trust, including any tax due on discretionary payments, and will also perform the necessary tax pool calculations.

The tax return can be submitted directly to HMRC using your agent credentials, and the submission receipt will be stored as proof of filing.

Taxfiler will also generate R185 forms containing the details of trust payments, and these can be distributed to beneficiaries as required.

Export key information from your existing software and you can easily import your existing client list to Taxfiler. This includes names, addresses, UTRs etc. Import clients all at once or in batches as it suits you. If you need a more comprehensive data conversion we may be able to help. Please get in touch and tell us what you need.

Taxfiler now connects with QuickBooks Online, Sage, Xero FreeAgent and Kashflow by IRIS to provide a simple transfer of accounting data. These integrations enable accountants to efficiently move information into one system, enabling submissions (tax returns, accounts and VAT returns) to be completed from a single compliance solution.

Try the demo

Our demonstration site works almost identically to our live site and you are welcome to see for yourself how Taxfiler can work for you.

Simple monthly pricing

When you sign-up to Taxfiler there are no long term contracts and no setup fees. Just choose the plan that is right for you and get started. You can upgrade your plan at any time.

These monthly plans are for agents. To file a single tax return for an individual, partnership or trust, see our site for non-accountants. Click here.

Startup

£10

per month
+VAT

 

10 clients

Single user

Statutory Accounts
Corporation Tax
Self Assessment
MTD for VAT
Bookkeeping Integrations


For startup practices

 

Solo

£22

per month
+VAT
(10% disc if paid annually)

30 clients

Single user

Statutory Accounts
Corporation Tax
Self Assessment
MTD for VAT
Bookkeeping Integrations
Deadline Diary

For sole practitioners

Team

£213

per month
+VAT
(10% disc if paid annually)

Unlimited clients

10 users (Additional users £22 per month)

Statutory Accounts
Corporation Tax
Self Assessment
MTD for VAT
Bookkeeping Integrations
Deadline Diary

Multi user

Prices quoted exclude VAT. Subscriptions are payable by monthly direct debit or PayPal.