IRIS Personal Tax

Spec sheet

Purpose

Accounting software for practices that calculates client tax returns and supports Making Tax Digital.Read 1 Oct 2026 · iris.co.uk

Audience

The product is designed for busy accounting practices and accountants managing individual client tax compliance.Read 1 Oct 2026 · iris.co.uk

Deployment

Available as a self-hosted desktop solution or hosted in the cloud with IRIS Anywhere.Read 1 Oct 2026 · iris.co.uk

Free plan

NoRead 22 Sep 2026 · iris.co.uk

Integrations

Works with IRIS Accounts Production, Business Tax, Practice Management, OpenSpace, Trust Tax, P11D, Time and Fees and Company Secretarial.Read 1 Oct 2026 · iris.co.uk

Security

IRIS OpenSpace uses encryption and authentication described as comparable to online banking for secure document exchange.Read 1 Oct 2026 · iris.co.uk

Support

Customers can use the IRIS Personal Tax Help Centre, email [email protected] or call 0344 815 5555.Read 1 Oct 2026 · iris.co.uk

Headquarters

Slough, Berkshire, United KingdomRead 28 Sep 2026 · iris.co.uk

Founded

1978Read 28 Sep 2026 · iris.co.uk

AI feature

Includes a free AI anomaly detection tool to identify significant changes and potential errors in tax returns.Read 1 Oct 2026 · iris.co.uk

Calculations

Automatically calculates liabilities including Foreign Tax Credit Relief, top slicing relief, basis period reform and Capital Gains Tax.Read 1 Oct 2026 · iris.co.uk

HMRC import

Imports employment information, income, benefits, tax, marriage allowance and National Insurance data directly from HMRC.Read 1 Oct 2026 · iris.co.uk

Investment income

YesRead 22 Sep 2026 · iris.co.uk

Notable limit

All self-assessment supplementary pages are supported except those intended for Members of Parliament.Read 1 Oct 2026 · iris.co.uk

Operating systems

IRIS Accountancy Suite supports Microsoft Windows Desktop and Microsoft Windows Server, with Microsoft SQL Server.Read 1 Oct 2026 · iris.co.uk

Rental income

YesRead 22 Sep 2026 · iris.co.uk

Self-employment support

YesRead 22 Sep 2026 · iris.co.uk

Tax planning

IRIS Elements SmartTax is included at no extra cost and provides real-time calculations and what-if scenarios.Read 1 Oct 2026 · iris.co.uk

Tax returns

Creates, manages and submits required UK tax documentation for individual clients, including self-assessment supplementary pages.Read 1 Oct 2026 · iris.co.uk

Third-party import

CSV imports support data from major third-party accountancy solutions and sole trader or UK land and property data.Read 1 Oct 2026 · iris.co.uk

Plans and prices

Every IRIS Personal Tax plan and price →

Where Specifiction places it

• Personal Tax Software#65 of 1237.8
• Tax Software#94 of 1497.6