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On the recordRead 1 Oct 202620 facts
IRIS Personal Tax
IRIS Personal Tax · Slough, Berkshire, United Kingdom · founded 1978
Plans and prices
IRIS Personal Tax
Priced on request
Standalone module available · UK tax documentation except Members of Parliament supplementary pages
Read 1 Oct 2026 · iris.co.uk
On the record
- AI feature
- Includes a free AI anomaly detection tool to identify significant changes and potential errors in tax returns.iris.co.uk · read 1 Oct 2026
- Audience
- The product is designed for busy accounting practices and accountants managing individual client tax compliance.iris.co.uk · read 1 Oct 2026
- Calculations
- Automatically calculates liabilities including Foreign Tax Credit Relief, top slicing relief, basis period reform and Capital Gains Tax.iris.co.uk · read 1 Oct 2026
- Deployment
- Available as a self-hosted desktop solution or hosted in the cloud with IRIS Anywhere.iris.co.uk · read 1 Oct 2026
- HMRC import
- Imports employment information, income, benefits, tax, marriage allowance and National Insurance data directly from HMRC.iris.co.uk · read 1 Oct 2026
- Integrations
- Works with IRIS Accounts Production, Business Tax, Practice Management, OpenSpace, Trust Tax, P11D, Time and Fees and Company Secretarial.iris.co.uk · read 1 Oct 2026
- Investment income
- Yesiris.co.uk · read 22 Sep 2026
- Notable limit
- All self-assessment supplementary pages are supported except those intended for Members of Parliament.iris.co.uk · read 1 Oct 2026
- Operating systems
- IRIS Accountancy Suite supports Microsoft Windows Desktop and Microsoft Windows Server, with Microsoft SQL Server.iris.co.uk · read 1 Oct 2026
- Purpose
- Accounting software for practices that calculates client tax returns and supports Making Tax Digital.iris.co.uk · read 1 Oct 2026
- Rental income
- Yesiris.co.uk · read 22 Sep 2026
- Security
- IRIS OpenSpace uses encryption and authentication described as comparable to online banking for secure document exchange.iris.co.uk · read 1 Oct 2026
- Self-employment support
- Yesiris.co.uk · read 22 Sep 2026
- Support
- Customers can use the IRIS Personal Tax Help Centre, email [email protected] or call 0344 815 5555.iris.co.uk · read 1 Oct 2026
- Tax planning
- IRIS Elements SmartTax is included at no extra cost and provides real-time calculations and what-if scenarios.iris.co.uk · read 1 Oct 2026
- Tax returns
- Creates, manages and submits required UK tax documentation for individual clients, including self-assessment supplementary pages.iris.co.uk · read 1 Oct 2026
- Third-party import
- CSV imports support data from major third-party accountancy solutions and sole trader or UK land and property data.iris.co.uk · read 1 Oct 2026
