IRIS Personal Tax
IRIS Personal Tax is accounting software for practices that prepare and file UK tax returns for individual clients.
What IRIS Personal Tax is
IRIS Personal Tax is accounting software for practices that prepare and file UK tax returns for individual clients. It creates and manages required tax documents, including self-assessment supplementary pages, and supports Making Tax Digital. The supplementary pages cover all cases except those intended for Members of Parliament. The software imports employment, income, benefits, tax, marriage allowance, and National Insurance details from HMRC, then calculates liabilities including Foreign Tax Credit Relief, top slicing relief, basis period reform, and Capital Gains Tax. A free AI tool flags significant changes and possible errors in returns. IRIS Elements SmartTax is included at no extra cost for real-time calculations and what-if tax scenarios. CSV imports accept data from third-party accountancy solutions and sole traders or UK land and property. It connects with other IRIS practice products, and can be self-hosted on Windows or hosted in the cloud with IRIS Anywhere. Pricing is on request; there is no free plan or free trial.
Good
- Imports client tax details directly from HMRC.
- Calculates several tax reliefs and Capital Gains Tax.
- Includes free AI anomaly detection.
- SmartTax scenarios are included at no extra cost.
- Offers self-hosted and cloud deployment.
Watch out
- No free plan or free trial.
- Pricing is available on request.
- MP supplementary pages are not supported.
Who it suits
It suits accounting practices and accountants handling individual clients’ UK tax compliance. Practices seeking either self-hosted desktop deployment or cloud hosting can choose between those options.
Verdict
IRIS Personal Tax brings tax documentation, HMRC imports, liability calculations, and tax-planning scenarios together for accounting practices. Check the MP supplementary-page exclusion and request pricing before choosing it.
Plans and prices
From IRIS Personal Tax's own pricing page, checked 1 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| IRIS Personal Tax | Priced on request | Standalone module available · UK tax documentation except Members of Parliament supplementary pages |
The facts
Each one read from IRIS Personal Tax's own pages, with the date it was checked.
What it does
- AI feature
- Includes a free AI anomaly detection tool to identify significant changes and potential errors in tax returns.checked 1 Oct 2026
- Audience
- The product is designed for busy accounting practices and accountants managing individual client tax compliance.checked 1 Oct 2026
- Calculations
- Automatically calculates liabilities including Foreign Tax Credit Relief, top slicing relief, basis period reform and Capital Gains Tax.checked 1 Oct 2026
- Deployment
- Available as a self-hosted desktop solution or hosted in the cloud with IRIS Anywhere.checked 1 Oct 2026
- HMRC import
- Imports employment information, income, benefits, tax, marriage allowance and National Insurance data directly from HMRC.checked 1 Oct 2026
- Integrations
- Works with IRIS Accounts Production, Business Tax, Practice Management, OpenSpace, Trust Tax, P11D, Time and Fees and Company Secretarial.checked 1 Oct 2026
- Investment income
- Yeschecked 22 Sep 2026
- Notable limit
- All self-assessment supplementary pages are supported except those intended for Members of Parliament.checked 1 Oct 2026
- Operating systems
- IRIS Accountancy Suite supports Microsoft Windows Desktop and Microsoft Windows Server, with Microsoft SQL Server.checked 1 Oct 2026
- Purpose
- Accounting software for practices that calculates client tax returns and supports Making Tax Digital.checked 1 Oct 2026
- Rental income
- Yeschecked 22 Sep 2026
- Security
- IRIS OpenSpace uses encryption and authentication described as comparable to online banking for secure document exchange.checked 1 Oct 2026
- Self-employment support
- Yeschecked 22 Sep 2026
- Support
- Customers can use the IRIS Personal Tax Help Centre, email [email protected] or call 0344 815 5555.checked 1 Oct 2026
- Tax returns
- Creates, manages and submits required UK tax documentation for individual clients, including self-assessment supplementary pages.checked 1 Oct 2026
- Third-party import
- CSV imports support data from major third-party accountancy solutions and sole trader or UK land and property data.checked 1 Oct 2026
The company
- Founded
- 1978checked 28 Sep 2026
- Headquarters
- Slough, Berkshire, United Kingdomchecked 28 Sep 2026
Money
- Free plan
- Nochecked 22 Sep 2026
- Tax planning
- IRIS Elements SmartTax is included at no extra cost and provides real-time calculations and what-if scenarios.checked 1 Oct 2026
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