Digita Personal Tax software is the most established member in our Professional Suite offering a spectrum of powerful tools enriching the processes for personal, partnerships, trust and estates tasks. Three times winner of the Taxation LexisNexis Best Tax awards and certified for Windows Vista, this elite personal tax software is integral to businesses from sole practitioners to Top 4 partners.
Digita Personal Tax Workflow diagram
Benefits of Digita Personal Tax
- The only ICAEW accredited and Microsoft Windows 7 award winning software.
- Familiar Windows based interface for intuitive operation.
- Form: View and complete your tax returns on screen.
- Tracker: Automatically track your tax return tasks.
- Process: Increase the speed and accuracy of tax return completion.
- Reports: Integrated to save time and minimalise risk.
- Client Review: Managing risk to ensure data consistency from one year to the next.
- TaxAware: A virtual tax adviser to cross reference and highlight potential savings.
- Tax Exchange: For ultra efficient tax return completion - savng time and money. Download Tax Exchange brochure.
- Budget Estimator: Send a personalised budget summary to all your clients within hours of the budget. Download Budget Summary brochure.
Need to know more?
Interested in Digita Personal Tax software? Why not book a product demo or download a brochure for more details.
Speak to one of our consultants on 01395 280 218, or feel free to ask a question.
Save Time on Data Entry
Enter data and access client records efficiently through the MS explorer interface. Quickly overview tax returns and ‘drill down’ from entries on the on-screen return.
Ensure Accuracy
Comprehensive tax computations accurately calculate your client’s tax liabilities. Basis periods for business clients and excluded income calculations for non-residents are automatically updated whenever data changes, ensuring the latest figures are instantly available.
Manage Risk
Automatically validate data on entry and ensure tax return information is complete and accurate between years through our comprehensive review tool.
Increase Efficiency and Eliminate Errors
Data flows automatically between partners and partnerships as well as trusts and beneficiaries, reducing time spent on data entry and eliminating typing errors.
Never Miss a Deadline
Ensure complete control through automatic tracking of key compliance steps and a comprehensive reporting and reminder system.
Payments (Personal and Trust Tax only)
Pension Planner (Personal Tax only)
Tracker
Client Enquiries
Asset Register (Personal and Trust Tax only)
Client Review
Client Costing
Tax Aware
Web Links
Online Filing Manager
Query Manager (Personal Tax and Trust Tax Only)
Database Security
Client Transfer Manager
Online Licensing
Partnership Tax
Trust Tax
Dividend Estimator (Personal Tax and Trust Tax Only)
Year-on-year Data Analysis
Comprehensive Reports and Letters
Export Tax Forms to PDF
Export Reports to PDF
Onscreen Tax Forms
Comprehensive Forms Library
Integration (Personal and Partnership Tax Only)
Centralised Client Data (Personal and Partnership Tax Only)
Database Backup
Forms Production
Easy to learn and to use. Supports the SA100, R40, SA303, 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.
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%.
Active View
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.
TaxAware
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.
A list of approximately 100 of the most popular shares is included with the program and a full feed is available if required at an additional cost. See Dividend Data Feed for further details.
General Requirements
Digita applications are designed for professional production work. Our system requirements are based on the assumption that professional accounting firms replace their computer hardware and operating systems approximately every three years.
While our software may operate on less powerful hardware and operating systems, we do not believe it will perform at a level suitable for production work in those environments. Of course, as processing speed and RAM are increased, software performance will also improve. We recommend business class computers, which generally offer higher levels of performance than home models when running business applications.
The following link provides access to the general requirements for the current versions of all of our applications. However, some products have more stringent and/or additional requirements beyond those documented. Be sure to read the Product-Specific Requirements or speak with one of our consultants for further information.
Digita_HardwareRecommendations.pdf