Our Software Modules
Designed to work together
From tax returns to statutory accounts, Taxpad brings your essential compliance tools together in one cloud-based platform — helping you work more efficiently.
SA100
Self Assessment
Prepare and file individual Self Assessment tax returns through a straightforward cloud-based workflow. Taxpad brings the core preparation, calculations and filing process together in one place, helping practices complete returns efficiently without unnecessary complexity.
Key Features
- HMRC-recognised SA100 software with direct online filing
- Support for Self-Employment and supplementary pages
- Import VT accounts data into Self-Employment using copy & paste
- Tax calculations and supporting schedules
- Validation checks before submission
- HMRC submission receipts retained after filing
- Year-on-year roll-forward of client data
- Retrieve information directly from HMRC data sources
- Dividend information for quoted UK companies to speed up data entry
- Capital allowance calculations
- Capital Gains Tax computations
- Upload supporting attachments
- Detailed schedules and computations
- Automatic checks for possible errors or omissions before filing
- Lock completed returns while awaiting client approval
CT600
Corporation Tax
Prepare and file Corporation Tax returns through Taxpad, with an integrated workflow linking Statutory Accounts and CT600. Accounts data can flow directly into the corporation tax return, helping reduce duplicate data entry, while tax journals can be posted back to the accounts once the return has been prepared.
Designed to support straightforward company tax compliance, Taxpad brings the return, calculations, supporting information and online filing together in one cloud-based platform.
Key Features
- Transfer figures directly from Statutory Accounts into the CT600
- Post tax journals back to the accounts
- Direct online filing to HMRC
- Corporation Tax calculations and supporting computations
- Long accounting periods apportioned across multiple accounting periods
- Fully tagged iXBRL tax computations
- Capital allowance calculations
- Research & Development and related tax credit calculations
- Supplementary CT600 forms, including Participator Loans, Group Relief and Charities
- Upload additional PDF attachments with the Corporation Tax return
- Validation checks before submission
- HMRC submission receipts retained after filing
- Disclosure of tax avoidance schemes
ACCOUNTS
Statutory Accounts
Prepare professional statutory accounts within Taxpad using FRS 105 and FRS 102 Section 1A. Accounts can be produced, reviewed and filed directly with Companies House in iXBRL format, while the link with Corporation Tax allows relevant accounts data to flow directly into the CT600. Taxpad also supports Sole Trader accounts and includes a comprehensive Chart of Accounts with over 400 account codes, offering greater flexibility when preparing client accounts.
You can easily import trial balances via CSV, including those exported from Xero, QuickBooks or other bookkeeping software. Taxpad’s intelligent mapping feature automatically suggests the most suitable account codes, allowing you to review and adjust mappings where needed — saving time and reducing manual data entry.
Key Features
- FRS 105 accounts preparation
- FRS 102 Section 1A accounts preparation
- Direct iXBRL filing to Companies House
- Transfer relevant balances from completed accounts into the CT600
- Tax journals can be posted back to the accounts
- Sole Trader accounts available
- More than 400 account codes
- Prepare final accounts from trial balance stage
- Import figures from spreadsheets
- Import figures from SNF & CSV
- Notes and disclosures automatically numbered and tagged
- Partnership and LLP accounts formats
- Comparative figures year-on-year
- Accounts validation before filing
- Companies House filing including resubmissions
SA800
Partnership & LLPs
Prepare and file Partnership Tax Returns through Taxpad using the same straightforward cloud-based workflow as the rest of the platform. Where partnership or LLP accounts have been prepared in Taxpad, relevant figures can be brought into the partnership return to help reduce duplicate data entry and keep the compliance process connected.
Taxpad can also support the allocation of partnership profits and the information required for partners’ individual tax records.
Key Features
- Prepare and file SA800 Partnership Tax Returns
- Support for partnerships and LLPs
- Transfer relevant accounts figures into the partnership return
- Allocate profits between partners
- Support for partnership supplementary forms
- Investment partnerships
- Partnerships with multiple trades
- Validation checks before filing
- Direct HMRC submission
- HMRC submission receipts retained after filing
SA900
Trusts & Estates
Prepare Trust and Estate tax returns within Taxpad using a straightforward cloud-based workflow. The SA900 module supports trust income, beneficiaries and supplementary information, helping practices manage trust compliance alongside their other Taxpad clients.
The Trusts & Estates module is included within Taxpad Pro & Teams bringing SA900 returns into the same platform as your other tax and accounts work
Key Features
- Prepare SA900 Trust & Estate tax returns
- Support for trust and supplementary forms
- Enter trust income and allowable expenditure
- Record beneficiary details
- Record discretionary payments
- Trust tax calculations
- Tax calculations on discretionary payments
- Tax pool calculations
- Support for charitable trusts
- Support for non-resident trusts
- Generate R185 forms for beneficiaries
- Validation checks before filing
- Direct HMRC submission
- HMRC submission receipts retained after filing
MTD
VAT & Income Tax
Manage Making Tax Digital submissions through Taxpad while continuing to work with familiar Excel spreadsheets. Taxpad’s bridging software for both MTD for VAT and MTD for Income Tax has been approved and released giving practices a straightforward way to submit digital records without changing their existing spreadsheet-based workflow.
The MTD for Income Tax module supports quarterly submissions with the final submission functionality planned for release later in the year.
Key Features
- Approved MTD for VAT bridging software
- Approved MTD for Income Tax bridging software
- Submit directly from Excel spreadsheets
- Quarterly MTD for Income Tax submissions
- Direct submission to HMRC
- Retrieve MTD obligations from HMRC
- View previous VAT submissions and liabilities
- Validation checks before submission
- Submission receipts retained after filing
- Our MTD finalisation module will be available for end of year submissions in April 2027, easing the transition to the new HMRC system
Ready to simplify your tax & accounts work?
Try Taxpad today or book a demo to see how it could work for your practice.