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Tax software for small numbers

As an employee I used big firm tax software but I've now moved on.  In future I will be doing basic tax returns for about 10 friends and family - no vicars, underwriters, politicians.  No trust or partnership returns.  Can anyone recommend software for such a small number of "clients"?

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14th Oct 2018 19:49

taxfiler or topuptax

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14th Oct 2018 22:10

Another vote for Taxfiler.

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15th Oct 2018 06:57

TaxCalc have a personal tax returns only option

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15th Oct 2018 10:15

Taxfiler at £12 a month, or just use the HMRC online filing through your agent gateway.

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15th Oct 2018 11:10

And another vote for Taxfiler, though we wait with bated breath the outcome of the takeover by IRIS earlier in the year

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18th Oct 2018 10:27

Top Up Tax at £5 plus VAT per Return. I have used it now for 4 years for a very small mixed bunch of clients and it's very good.

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By gbowyer
18th Oct 2018 11:07

Another vote for Top Up Tax, cheap and easy to use.

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18th Oct 2018 11:32

The HMRC Gateway is free for taxpayers and their agents.

I file over 150 tax returns a year (all my firm's) through it. I find it quick and easy. You get instant filing confirmation, a tax calculation and a copy of the Tax Return.

Mostly clients has 1 or 2 P60s, a bit of investment income, rents etc. It doesn't take long to input the details. I keep my summary workings and schedule of info on Excel.

It's works fine me for years. Unless I have complex cases and have to retype the same details each year then I'm more than happy with it.

I do use CCH for Accounts and CT Returns as this is a more complex area and iXBRL etc

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18th Oct 2018 12:12

I have used TaxCalc for some years and find it very good.

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21st Oct 2018 16:20

Thanks everyone. I'll have a look at Taxfiler and Top-up Tax. I can see the argument for using the HMRC site but I'd prefer to have something which shows where everyone is progress wise at a glance.

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to louloubelle
21st Oct 2018 17:16

this is the failing with HMRC software that you have rightly identified that and the length of time taken to tailor check and file compared with say Taxfiler

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