Self-assessment without the slog
Tax Returns
Personal tax, simplified. Collect client data, auto-build the SA100 and supplementary pages, compute the liability and file to HMRC — with AI surfacing reliefs and allowances your clients are entitled to.
- Guided SA100 with all supplementary pages
- AI relief & allowance finder
- Direct self-assessment filing to HMRC
What Tax Returns does for your firm.
Smart data collection
Send clients a personalised checklist and chase missing items automatically.
Full return builder
SA100 plus employment, self-employment, property, dividends and CGT pages.
Live tax computation
See the liability update as you work, with payments on account.
HMRC filing
Submit electronically and store the confirmation against the client record.
Prior-year carry forward
Roll forward losses, allowances and standing data each year.
Review & approval
Send a clean summary for client e-approval before you file.
Where the AI actually helps.
Relief finder
AI scans the data for missed reliefs — marriage allowance, pension relief, gift aid and more.
Document reading
Reads P60s, P11Ds and dividend vouchers and drops the figures into the return.
Plain-English explainer
Generates a client-friendly summary of how the tax was calculated.
Live in four steps.
Collect
Automated client checklist and document upload.
Build
AI populates the return; you review.
Approve
Client signs off the summary digitally.
File
Submit to HMRC and confirm.
Works alongside the rest of the toolkit.
See Tax Returns on your own client list.
Book a walkthrough and we will use your real workflow rather than a demo dataset.