Easy to learn and to use. Supports the SA 100, R40, SA 303, 64-8 CWF1 and P11D. Imports data from Digita Accounts Production, Microsoft Outlook, Excel, and most proprietary Final Accounts Software. Contains pro-active risk management tools including: 

Client Review

Compares this year’s tax return with that for the prior year. First review is undertaken by the software which uses 'artificial intelligence' to draw attention to the reason for differences in figures between the years. The review is made at the level of each item of income, unlike less sophisticated rivals which merely compare at tax return box total level. Our customers tell us that this device can cut time spent on review by up to 80%.

The 'Active' View technology contains a selection of user customised components called 'Tablets'. 'Active View' is context sensitive which means that it changes the user customised content to match the current activities of the user within the software. 'Active View' is the medium through which Digita Personal Tax relays up to date information of various types to the user. When 'Active View' is working at client level the display content shows client specific information and when working at user level the display content shows information relevant to the user themselves; that is data that spans all the clients to whom the user is assigned.

Digita Personal Tax is unique in using 'artificial intelligence' to focus your attention on risks, potential tax planning opportunities and issues that require your attention outside of the tax return review process. We call this technology 'TaxAware' and as with many of our technologies it communicates with the user through our 'Active View' display technology. This is not a reporting device, it is a dynamic, real time (constantly updated) user information system that analyses data entered by the user and then relays comment based upon that analysis

Tracker

Allows tax return workflow monitoring with a pro-active reminder system and permits monitoring of sources of income that are required to complete the return.

Client Enquiries

Monitors open enquiries with clients and third parties. Also contains a reminder system.

Client Costing

Lets you build a points based risk score of the tax return and the client. Can be used to offer a fee quote based upon the complexity of the return as opposed to a fee based upon time spent.

Dividend Estimator

Instantly calculates dividends from UK listed equities and managed funds. Digita Personal Tax can calculate and automatically store CGT acquisition details for re-invested dividends.