Tax Tips and Tools Version 11 – 2011/12
LexisNexis Award Winner – Best Tax Software
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Inheritance tax and trust tax Income and Corporation tax Interactive Checklists Payroll and CIS tools Capital Gains Tax tools NI and tax credits tools Value added tax tools Administration and other tools
121 tools and calculators
Inheritance tax examples Tax credits examples Life assurance gains Tax relief of 222%? A tax rate of 2.6 million %?
Practical guides and case studies
INHERITANCE TAX AND TRUST TOOLS 1 Inheritance Tax Calculator 2 IHT - Quoted Securities Valuation Tool 3 Estate Valuation Updated4 Trust Tax Calculators Updated
Inheritance tax and trust tax
Income and Corporation Tax
INCOME TAX AND CORPORATION TAX TOOLS 5 Car Tax Calculator Updated6 Fuel Benefit Checker Updated7 Car CO2 Emissions Listing Sheet 8 Interactive Mileage Expenses Calculator Updated9 Car Benefits v FPCS 2011/12 Updated10 Incorporation Issues Updated11 Incorporation Action Checklist Updated12 PreIncorporation Questionnaire Updated13 Incorporation Elections Updated14 Should I Incorporate? Updated15 Should I Incorporate - practical guides 16 Director’s Salary Letter NEW17 Corporation Tax Calculator Updated18 Disincorporation Updated19 Research & Development Tax Credits NEW20 Property - inside or outside a company? Updated21 Pension - company or personal contribution? Updated22 Trading Vehicle Assessor 2011/12 Updated
23 Deferred Tax Calculator Updated24 AddBacks Comparison Updated25 Dividend Taxation Updated26 Salary v Dividend calculator Updated27 Bonus v Dividend calculator Updated28 Effective Tax rates – profit extraction NEW29 Extraction of funds – grossing up calculator NEW30 Form 930 Updated31 Form 930 What If? Scenarios Updated32 Flat Rate Expenses Updated33 Lease buy or contract hire? Updated34 Visual Tax Planner Updated35 Admitting a Partner Updated36 Business Records Check – awareness flyer NEW37 Business Records Check – online resources links NEW38 Change of Accounting Date Updated39 Pension Planning Letter Updated40 Pension- Certificate of Earnings Updated41 Higher Rate Pension Relief Calculator (pre 5.4.11) 42 Maximum Pension Contributions (2011/12 conts) NEW43 Salary Sacrifice? Updated44 Gift Aid Summary Updated45 UITF Spreading Calculator 46 UTR Validator 47 Farming Losses Calculator 48 Use of Home as Office Calculator 49 Furnished Holiday Lettings – Interactive PDF NEW50 Furnished Holiday Lettings – Data recording NEW51 Maximum AIA calculators (2 models) NEW
Income and Corporation Tax
INTERACTIVE CHECKLISTS 52 Internal Interactive Tax Checklist – Income Tax Updated53 Internal Interactive Corporation Tax Checklist Updated54 Internal Interactive PAYE Review Tool Updated55 Internal Interactive VAT Review Tool Updated56 Internal Interactive Business Records Checklist NEW57 Internal Interactive Pre Year End Meet Checklist NEW
Interactive Checklists
PAYROLL AND CIS TOOLS 58 Systemising payroll - Payroll engagement letter Updated59 Systemising the Payroll Function 60 Payslip 61 Systemising payroll - Payroll and CIS costing 62 CIS Payment Sheets Updated63 Payroll Checker – annual Updated64 Payroll Calculator – Weekly/Monthly NEW65 Pay - Net to Gross Calculator Updated66 PAYE Settlement Calculator Updated67 P35 Interactive PDF NEW68 P35 Standard Letters – post/email/portal NEW69 IR35 Deemed Salary Calculator Updated70 PAYE Penalties
Payroll and CIS tools
NI AND TAX CREDITS TOOLS 71 Class 4 NI Losses Updated72 Maximum NI Calculator-employed & self
employed
73 Maximum NI Calculator (New version) NEW74 Tax Credits 2010/11 (actual) NEW75 Tax Credits 2011/12 (provisional) NEW76 Tax Credits - Trading Losses Updated77 Pension Credits Updated
NI and tax credits tools
CAPITAL GAINS TAX AND SDLT TOOLS 78 CGT Indexation Calculator 79 CGT Taper Relief / Entrepreneur Relief Calculator Updated80 CGT Lease Premium Calculator 81 Entrepreneur’s Relief Tracker Updated
Capital Gains tools
VALUE ADDED TAX TOOLS 82 VAT Registration Limits Tool Updated83 VAT Summary Working Papers Updated84 VAT Annual Scheme (1) Calculator Updated85 VAT Flat Rate Scheme Calculator 86 VAT Scale Charges Calculator Updated87 VAT Registration Number Validator 88 VAT Relief for Bad Debts Updated89 VAT Relief for Bad Debts - Flat Rate Scheme 90 VAT Cash Accounting Calculation / Reconciliation Updated91 VAT Capital Goods Scheme Updated92 VAT – Ebay and Paypal Reconciliations
Value Added Tax Tools
ADMINISTRATIVE AND OTHER TOOLS 93 Tax Graphs Updated94 Tax Manager Updated95 VAT Tracker Updated96 Nil due PAYE Database NEW97 CIS Monthly Filing Tracker NEW98 Tax Reviewer Updated99 Tax Routing Sheet Updated100
Tax Liabilities Sheet Updated
101
Tax Liabilities (Graphical Summary) Updated
102
Year on Year Tax Liabilities Updated
103
Interest on Tax Calculator
104
PITA Letters
105
Key Dates (web based)
106
Time Limits for Claims
107
Personal Tax Organisers Updated
108
Tax Return Information (import to tax software) NEW
109
Client Help Sheet System Updated
110
Invisibles Menu of Services and Prices
111
The 20+ steps to completing a Tax Return Updated
112
Tax Department - Lead generation
113
Redundancy Calculator Updated
114
Student Loan Repayment Calculator
115
Practice Assurance Compliance Review
116
Small Business Rate Relief Calculator Updated
117
Audio Guide - Ideas to boost your tax practice
Administration Tools
MIND MAPS 118
Higher rate taxpayer? Updated
119
Tax planning opportunities Updated
120
Tax Efficient remuneration Updated
121
Extracting profit Updated
Mind Maps
Compares the costs for an employee having a company car / private fuel to using own car and being paid mileage allowance
Compares the cost to the company of providing a company car or paying additional salary and mileage allowance
Car tax calculator
Car tax calculator
Car tax calculator
Should I incorporate?
Salary v Dividend
Pension Allowance Calculator
Maximum NI Calculator
Tax Credits Calculator
Payroll Checker
Net to Gross Pay Calculator
VAT Flat Rate
VAT Scale Charge Calculator
Case Studies
Full tax calculations provided to back up the figures