188
www.taxation.co.uk
15
This allows static client data to be shared, cross application
ication
reporting etc. Singleview is a document scanning, fi ling and
g and
management system, which also saves and stores e-mails
sent to and received from clients.
ients.
With regard to help and support, the products come with
ome with
in-built help. Training is provided, as are online help screens,
a help desk, website with extensive support information
n
and facilities, customer user groups, newsletters, seminar
r
programmes, product review groups, focus groups and
d
annual client days. Training on the new PerTAX software
e
will be available free of charge for existing clients to ensure
re
they are up and running as soon as possible. This training
is available as e-learning which clients can download from
m
the Internet, alternatively clients can request onsite or
classroom training.
The software is fully scalable and can be used by any
size fi rm.
.
Contact
Marketing department, Accountants division
Address
s
MYOB, Westgate House, Westgate, London
W5 1YY
Tel
020 8997 5500
Internet
www.myob.co.uk
Cost
prices on application
Rec spec
ec
Windows 2000 SP4/.NET V2.00; 512mb+ RAM
M
PTP Software Ltd
d
PTP Software has been producing reasonably priced,
effective software since 1994. It became part of the IRIS
IS
Software Group in 2006 giving it the backing of a much
uch
bigger company, and access to a wider team of expertise
se
and knowledge to call on as and when required. However,
owever,
outwardly PTP appears the same with its independent
ndent
development team and support staff in Kidlington. All PTP’s
products have been made compatible for Vista, but look
exactly as before. They continue to be compatible with
most older versions of Windows.
.
Tax Return is the income tax return package, and offers
all the supplementary pages, apart from those for MPs. Infor-
for-
mation is entered on to the tax return, rather than using
g
a menu system, with a fanned page taking the user to the
many backing schedules available. An eye icon indicates that
at
information was included in the previous year. Tax calcula-
a-
tions are performed automatically, and a validation system
checks that the information all corresponds. Data can be
e
imported from various accounts preparation packages,
including Compac and VT. The software calculates payments
s
on account, and produces the form for reducing payments
nts
on account, SA303. It also has a dividend database with over
350 FTSE companies, and an events section enabling the
the
user to track the progress of the client’s affairs. The HMRC
C
help notes are available by using the F1 button.
The software produces a range of reports and standard
letters. Online fi ling is included in the software and attach-
-
ments can be sent with the form. The capital gains facility
ty
deals with computations, although there are restrictions
ictions
on the number of enhancement expenditure entries it can
handle. With regard to planning, the Tax Fast module deals
e deals
s
with change of accounting year, and CGT Planner deals with
capital gains tax planning.
An online manual and installation guide are supplied.
Training is available at extra cost for users. In addition,
there are online help screens, a free telephone hotline, and
customer website. The website contains plenty of useful
l
information, together with some handy hints of how to
make full use of the software.
e.
The Partnership Return module resembles Tax Return
Return
in appearance, and is similar to operate, using the same
e same
database. Once a partnership’s details have been entered
onto the Partnership Return, the partners can be added by
d by
clicking as appropriate from the list of clients contained in
in
the Tax Return database. When the partnership information
has been dealt with, it automatically makes the appropriate
entries on the partnership supplementary pages.
ages.
.
Trust Return also uses the style of Tax Return, and
deals with any type of trust and required calculations. The
program includes a dividend database and links to the
ks to the
e
TROIKA trust management program.
Tax Return, Partnership Return and Trust Return are part
re part
of a Tax Platform. The advantage to users of this is that, by
using data common to all three returns, users can access
all years from one program.
.
PTP Accounts is the fi nal accounts preparation software
for sole traders, partnerships and limited companies. It has
same look as the Tax Platform, and links seamlessly with
CT Platform, Tax Return and Partnership Return. The soft-
t-
ware produces a pdf version of the accounts for e-mailing
to the client.
t.
Tax Fast is the year end planning, current year basis
basis
and change of accounting date module. It also includes
adjustments for the abolition of the cash basis, the ability
y
to calculate tax provisions for partnerships, the ability to
to
determine the impact of UITF 40 and has a separate input
facility for partners’ personal expenses.
CT Platform collects the data, performs the calculations
s
and checks that the necessary boxes have been completed
for corporation tax self assessment. The module includes an
n
adjusted tax computation and capital allowances calculator
lator
including annual investment allowance (AIA) and copes with
th
the non-corporate distribution charge where appropriate.
te.
Small companies marginal relief is calculated automatically.
.
It has standard letters and mailmerge facilities, and a pdf
version of the return can be e-mailed to clients. Online
ts. Online
fi ling of the return is also available.
.
Tax Data contains assorted useful tax information
including tax rates, allowances, and addresses. The principal
ipal
claims and elections are included as pro forma documents,
,
which can be cut and pasted for submission to HMRC.
Wizcalcs enable the user to carry out calculations on screen
reen
in respect of authorised mileage rates, small companies
marginal relief, VAT, etc.
c.
Practice management is dealt with by The Professional
Offi ce. This comprises time recording, billing and work in
n
progress, client addresses, marketing functions, ledgers,
reports and system administration. Considerable amounts
s
of tedious, but necessary, administration can be automised,
203
TAXATIONTECHNOLOGY SUPPLEMENT July 2008
16
for instance by creating customised marketing or reports.
Company Car Planner allows the user to input the basic
basic
data relating to the employee, including the make and model
odel
of vehicle, tax and National Insurance rate, the program
m
then calculates the benefi t for the period over which the
e
car will be provided. The user can then view the alternative
e
methods of funding based on a combination of in-built and
and
user-defi ned factors.
Clients’ capital gains tax liabilities can be calculated using
g
CGT Planner. This takes into account all the legislation
n
relating to taper. The user enters the details of the transac-
-
tion, acquisition date and costs, disposal date and proceeds,
,
any other related costs, etc., and the program automatically
calculates the capital gains liability taking into account all
account all
the available reliefs, including retirement relief, hold-over
ver
and roll over relief. An ‘optimiser’ function shows the most
st
benefi cial time to complete the disposal. CGT Share Pooling
ling
enables the user to build up the cost history of each holding
ng
and calculate the gain on a post 1998 part or full disposal
l
applying all the matching rules.
les.
PTP’s inheritance tax software comes as two modules.
IHT Planner deals with the calculation of lifetime trans-
ime trans-
s-
fers and the chargeable estate; IHT Return, deals with
h
the completion of forms IHT200, 205 and 207 using the
the
data already entered into IHT Planner and populating the
appropriate pages of the form. IHT Return is also available
able
as a stand alone program, allowing the user to complete the
the
form on screen automating the calculation of the inherit-
-
ance tax liability without carrying out any inheritance tax
planning work.
.
PTP also has a company secretarial package called PC
Share Register Plus, and some additional spreadsheet plan-
an-
ners including Incorporation Planner, Dividend v Salary
y
Planner, Tax Credit Planner and NIC Planner.
.
PTP’s software is aimed at all practitioners and is used by
y
sole traders to top fi ve fi rms alike and is also used by tax
ax
shops. It is consistently reliable, easy to use and popular. A
demonstration CD of the various products is available.
Contact
Sales department
Address
PTP Software Ltd, 10 Lakesmere Close, North
Oxford Business Centre, Kidlington, Oxford 0X5
1LG
G
Tel
01865 370470
0
Internet
et
www.ptpgroup.co.uk
k
Cost
Tax Return: from £115 plus VAT to £600 plus
VAT. Partnership Return: from £115 plus VAT to
£340 plus VAT. Trust Return: from £115 plus VAT
VAT
to £600 plus VAT. PTP Accounts: from £115 plus
s
VAT to £1,230 plus VAT. CT Return: from £115
to £600. Company Car Planner: from £110 plus
lus
VAT to £220 plus VAT. CGT Planner from £55
5
plus VAT to £110 plus VAT. CGT Share Pooling
ing
from £55 plus VAT to £110 plus VAT. Tax Fast: from
rom
£110 plus VAT to £220 plus VAT. IHT Planner from
m
£110 plus VAT to £220 plus VAT. Pricing is subject
ect
to number of returns (where appropriate), and
whether on network or stand alone basis
basis
Rec spec
c
Windows XP; Pentium; 256mb RAM; 500mb hard
disc space
Quality Management Software Ltd
Ltd
Quality Management Software Ltd is a small, independent
ent
supplier of taxation software which has been producing its
its
self assessment package, SA2000, since 1997, and CT600
since 1999. The software is aimed mainly at small and
medium sized fi rms of accountants and fi nancial advisers.
SA2000 is an Excel spreadsheet with a database and is
straightforward to use. There is no limit on the number
of users or clients in one offi ce. The individual tax return
n
module deals with personal tax returns, including those for
Lloyd’s underwriters and ministers of religion. Information
on
can be entered directly onto the on-screen tax return,
using the tab button to move along the return. Alterna-
tively, an interview format can be used The tax calculation
n
is performed automatically using its own version of the tax
tax
calculation. It contains in-built cross-checks to ensure that
nsure that
the responses on the return are consistent.
.
A ‘Know your client’ page provides a useful summary of
of
the client’s income and tax bill. The system has a tax planner
and calculates capital gains tax, taking into account taper
t taper
relief if the user enters the percentages. An additional capital
tal
gains tax module is also available which calculates indexa-
tion, taper relief where applicable and follows the new rules
s
for purchases and sales. Information can be imported from
accounts preparation packages.
.
Separate modules are available for partnership returns
s
and trust tax returns with additional analysis for benefi -
fi -
ciaries. The partnership and individual returns are linked
automatically, and there are additional reports for non-
on-
residents.
SA2000 supports online fi ling at no extra cost.
IHT100 which is for the completion of inheritance tax
returns.
Particularly suited to users who have to deal with small
companies, the corporation tax software, CT600, produces
s
the corporation tax CT600 form and calculates the tax
x
automatically. It deals with expensive car lease restriction,
non-corporate distribution charge, research and develop-
velop-
-
ment tax credits, fi xed asset reconciliation, non-resident
landlord companies and group relief. It has extra sheets
for accounts reconciliation, and details of the tax computa-
-
tion. Sections are included for disallowable items and items
taxable under Schedule A, D cases V and VI.
The software also allows users to identify intangible
e
assets and keeps track of capital allowances and written
en
down values carried forward from year to year. Reports can
be exported to other applications, including Excel.
xcel.
The software comes with a hard copy manual and
d
training. Further support is provided by means of a helpdesk
and newsletters.
s.
The company has joint ventures with the Mercia Group
p
Ltd and PracticeNet. It also produces tax software for the
e
Jersey tax return. CIS Return, launched in 2006, produces
duces
statements, allows the online verifi cation of subcontrac-
-
tors and supports online fi ling. PAYE2000 allows the
completion of employers’ end of year returns for online
ine
submission.
An evaluation copy of the individual tax software can be
downloaded from the company website.
te.
99
Forbes Computer Systems
EMAIL: SALES@TAX.CO.UK
WWW.TAX.CO.UK
"I am delighted with
your product,
regularly using the
personal tax,
corporation tax, P11D
and tempus
packages. Your
company is
innovative and your
fees reasonable.
Keep up the good
work."
"Brilliant - easy to use
- the best! Saves me
££££ in time and
effort"
Forbes Computer
Systems Ltd
Guise House
Aspley Guise
MK17 8HQ
Phone
01908 584674
Fax
01908 584676
E-mail
sales@tax.co.uk
Website
www.tax.co.uk
A complete range of products available separately
or as an integrated suite.
Practice Management
!
ClientBase
!
Tempus time and fees
!
Diary / Planner
!
Cross product status logging
High Level of Functionality and Ease of Use
Data entry and navigation have been designed to be flexible and user friendly,
allowing data entry either directly onto forms or by means of a step-by-step
wizard. This flexibility allows both a high level of functionality and a very short
learning curve.
Independent Software
Continuous improvement of our products and support remain our primary
goals. It is through this strategy that we have successfully competed in an
aggressive market place. Our close bond with our clients has ensured that we
are one of the few independent tax software developers in the UK. This will
remain so. Our approach to training and technical support enables our clients
to get the most out of the software.
Tax Software
!
ProTax SA100 (personal)
!
ProTax SA800 (partnership)
!
ProTax CTSA
!
ProTax SA900 (trust)
!
ProTax IHT
P11D,Payroll,CIS
!
Payroll
!
P11D including efiling
!
CISassist - CIS manager & efiler
Accounts
!
Sole trader
!
Partnership
!
Limited Company
!
XBRL
!
Fully integrated with tax
Company Secretarial
!
Company forms
!
Company register
!
Electronic filing
!
Electronic incorporation
!
Submission of XBRL accounts
!
Integrated with accounts
For more information or to download a demo visit
www.tax.co.uk
209
TAXATIONTECHNOLOGY SUPPLEMENT July 2008
8
18
Contact
Andrew Bolton
Address
Quality Management Software Ltd, 4 Huxley
Close, Godalming, Surrey GU7 2AS
2AS
S
Tel
01483 429078
8
E-mail
il
sales@sa2000.co.uk
Internet
www.sa2000.co.uk
Cost
price on application
Rec spec
c
Windows; 128mb RAM; and 20mb hard disk
space
e
RFA Ltd
RFA Ltd has been producing its tax and accounting software
since 1993. Known as Pinacle, the software deals with personal
tax returns, company tax returns, accounts production, book-
ook-
keeping, payroll and practice management. The software is
fully integrated in a relational database, so all clients data can
be shared across the modules used. It also integrates with
es with
products from other suppliers for users who prefer to use
se
best of breed software. As the software is written in Oracle
in Oracle
it has great fl exibility and excellent data mining capability.
lity.
.
The Taxation module deals with personal and partner-
ship self assessment tax returns. Most of the supplementary
y
pages are catered for, although not Lloyd’s underwriters,
s,
minister of religion, MPs or the SA900 trust tax return
(although there are plans to include these in future). Up
p
to ten employments and four self-employments can be
be
included. Data is entered via the on-screen tax return and
d
the computation is done automatically, including capital gains
gains
tax computations. The data can be previewed before printing
ng
and a facsimile return and schedules can be produced for
or
sending to the client. A full range of reports, e.g. R40, SA303
03
and 64-8, are available. In addition, pension planning can be
an be
carried out. Online fi ling is included.
In addition, a P11D module is available. This generates
enerates
facsimile P11D and P11D(b) forms and supporting sched-
ed-
ules. Historical data is easily available for comparison and
d
review. The integration uses company and employee data
ata
in common with payroll and transcribes P11D data to the
a to the
e
benefi ts section on the employment pages of the personal
tax return.
.
The company tax module produces the company tax
any tax
x
return and does the tax reconciliation. It copes with group
relief, what if planning, research and development tax credits,
,
expensive car lease restriction, multiple trading companies,
nies,
and trading companies with multiple trades. It has a capital
gains facility.
.
Data is carried forward year on year and a checklist is
is
created for the collection of client data.
.
The Accounts module produces clear accounts for sole
e
traders, partnerships, companies, limited liability partner-
partner-
-
ships, doctors, trusts and investment syndicates. Once
entered, the information flows seamlessly into other
er
modules, e.g. the client’s personal tax return, so there is
is
no need to rekey or press any buttons to transfer this
information.
.
Aimed at the smaller end of the accountancy fi rm market,
,
the software is simple and intuitive to use.
Help comes in the form of a hard copy manual (extra
a
cost), training, telephone hotline, customer website, news-
-
letters and e-mail bulletin service. The package is supplied
lied
on CD-ROM, but updates can also be obtained online.
.
Contact
R Ford
Address
RFA Ltd, 146 Pinehurst Road, West Moors, Fern-
-
down, Dorset BH22 0At
t
Tel
01202 890899
E-mail
l
sales@pinacleaccounts.co.uk
Internet
et
www.pinacleaccounts.co.uk
Cost
t
from £890
Rec spec
c
Windows or Linux; 512mb RAM; 10mb hard disk
k
space
Sage (UK) Limited
ited
d
Sage provides an integrated suite of software to cover all
l
accountancy practice needs. Sage Practice Solution provides
enhanced integration between the various Sage products
for practice. At the heart of Sage Practice Solution is the
he
Practice Hub where users can maintain their client data.
Once keyed, data fl ows from the hub through to the user’s
other software modules, which allows for greater effi ciency
of data maintenance for the user. The software sits on a
SQL database.
.
Sage Taxation offers a range of modules including Control
ol
Centre, Personal, Business, Partnership and Trust Tax and
currently supports electronic fi ling for both individuals
and partnerships, together with the facility to include pdf
df
attachments to the electronic return.
Sage Personal Tax is a comprehensive package producing
the self assessment return and related supplementary pages,
es,
including ministers of religion, MPs and Lloyd’s underwriters,
supporting data schedules, and calculations of income and
capital gains tax. There is menu style data entry for keying in
g in
client data, or details can entered direct on to the on-screen
tax return. Full validations of returns ensure they are valid for
r
electronic submission. The data for a tax year can be rolled
forward to enable the calculation of an estimated liability for
r
the next tax year. Where appropriate an application to reduce
ce
tax payments on account can be generated on Form SA303.
03.
The software also includes the facility to record joint income
me
data for husband and wife, or other joint income scenarios,
,
and percentage shares can be applied to apportion the income
e income
details and then apply these automatically between the joint
holders. To increase effi ciency and accuracy, dividend income
e
is available via on-screen access to a securities database listing
g
all relevant transactions of UK listed companies.
.
Sage Business and Partnership Tax provide for self-
-
employed clients and clients in partnerships. Business
usiness
accounts data is available from Sage Accounts Production
and Sage Accounts Production Advanced, and can also be
e
imported from most other accounts production systems.
s.
Sage Business Tax can be used to compute the adjusted
profi t for tax purposes for sole trade and partnership
businesses. Functions include detailed capital allowance
llowance
calculations, overlap profi ts and reliefs, partnership profi t
sharing, cash-basis and UITF40 adjustments, farmers’
averaging and change of accounting year planning. Sage
ge
Documents you may be interested
Documents you may be interested
