Personal Tax Pro

testimonialSage Personal Taxpro is a comprehensive income tax compliance and management software solution.
When used in your firm, we guarantee that it will increase productivity, accuracy and reduce the cost and burden of income tax compliance.

Below is a high level overview of the functionality of the software. If you would like to know more, click on the Contact tab and leave your details. We will call you right back.

 

The basics….

  • Produces two tax computations, the Taxpro computation and the ROS computation.
  • Inbuilt ROS imports allow you to import client details from ROS, Employment and Social welfare payments, Preliminary tax payments and Personal details.
  • Tax and technical support line direct to Irish Registered Tax Advisors.
  • Produces the Form 11, Form 12 and Form 46G.

The good stuff…

  • No re-entry of data. All unused capital allowances, losses, reliefs, etc are carried forward from one year to the next.
  • Mail merge letters facilities allow you to produce standard letters with ease, for individuals or a batch of clients.
  • Produces a PDF report pack, including computations and the tax return that can be sent to your client for review.
  • An in built partnership module enables you to set up, produce and file Form 1 (Firms) on line.

The mind blowing stuff….

  • Designed, tested and supported by Registered Tax Consultants.
  • Used by all of the big 4 Accountancy firms in Ireland.
  • Has an inbuilt database providing details of the dates and amount of dividend paid by every Irish and UK Public Quoted Company.
  • File the tax return directly to ROS electronically from the software.
  • The partnership module automatically transfers data for each individual partner from the partnership module to the individual’s Form 11.

The really complicated stuff…made easy….

  • In built high earners calculation which will determine automatically if your client is a high earner or not.
  • Produces an effective rate calculation together with a detailed back up report.
  • A link to Sage accounts production allows users to import data directly to Taxpro.
Need more info? Talk to us!