How does the IRIS Elements Tax Essentials free trial work?

In your trial you can add new users, import client data, and trial the tax functionality. After 30 days, your free trial will expire, and you will not be charged going forward. To start using the tax accounting software beyond the free trial, upgrade to a paid plan at any time. You can trial multiple IRIS Elements products at the same time, including Elements Tax. You can choose to trial them simultaneously or one at a time, but you can only trial each product once.

Who is the IRIS Elements Tax Essentials 30-day free trial for?

Anyone can sign up for the 30-day free trial of the IRIS Elements Tax Essentials product. However, because the free trial is only for Tax Essentials, it’s suitable only for those with simple client requirements. It is our starter Elements Tax product, perfect for sole practitioners and micro practices. For more significant tax and compliance needs, you’ll need IRIS Elements Tax Professional or Enterprise.

Can I trial more than one product?

Yes, you can trial multiple IRIS Elements products at the same time. You can choose to trial them simultaneously or one at a time, but you can only trial each product once .

How can I purchase IRIS Elements Tax?

If you are only looking for up to 100 clients for either Tax Essentials and Tax Professional , you can create an account through our trial form and buy online.

What if I am in the middle of the Essentials trial?

Simply open the admin settings (top right corner), select Plan and Billing and follow the steps.

Will accounts data be pulled through to IRIS Elements Tax?

Yes, you will be able to pull any necessary accounts data through to IRIS Elements Tax. Thanks to an integration between this product and IRIS Elements Accounts Production , your accounts data will transfer seamlessly, saving you time and reducing the chance of any inaccuracies cropping up. In terms of data for the tax year prior, all tax data is remembered and rolled forward each year, ready for the completion of the following year’s tax return. This means you will not need to re-key the same source data year after year.

Do you provide any dividend information within IRIS Elements Tax?

Yes – you can access the FTSE350 dividend feed as part of the IRIS Elements Tax Professional plan at no extra cost. This function automatically populates dividend values for your client’s Tax Returns based on their shareholdings, meaning you don’t need to manually search for this information outside of your accountancy software.

Can I complete Trust Tax Returns with IRIS Elements Tax?

Yes, our IRIS Elements Trust Tax product allows you to use IRIS Elements Tax to generate, submit and manage Trust Tax Returns.

What happened to IRIS Elements Tax & Accounts?

IRIS Elements Tax and Accounts has been replaced by IRIS Elements Tax (Essentials and Professional plans) and IRIS Elements Accounts Production (Essentials and Professionals plans). Existing customers of IRIS Elements Tax & Accounts will continue to be supported and can move to the IRIS Elements Tax Professional product should you need further functionality. All tax data will automatically flow through to the different Tax editions.

Plans and pricing

IRIS Elements Tax

Name: IRIS Elements - Tax
Brand: IRIS Software Group
Availability: InStock

HMRC-recognised, MTD-ready tax software for accountants.
Spot anomalies instantly – your free AI tool is included with every plan.

From £10 per month

Number of clients

The Tax Essentials plan includes:

1 user
Tax Returns for Individuals, Partnerships & Companies
Tax computations and calculations
Submissions direct to HMRC
Retrieval of personal data from HMRC
MTD Compliant
VAT Filer
IRIS Elements Cashbook *

The Tax Professional plan includes:

Everything in the Tax Essentials plan
Supported returns: SA102M, SA102MP, SA102MS, SA102MLA, SA102MSP
Supplementary pages: CT600B, CT600D, CT600E, CT600H, CT600J
Capital allowances for Full Expensing and Super-deduction
Feed with updates on FTSE100 & FTSE250 dividends
Foreign Tax Credit Relief
Farmers’ averaging over 2 years
Part disposals of capital assets
Business asset disposal relief

The Tax Enterprise plan includes:

Everything in the Tax Professional plan
Jointly Held Income
Multiple trades for Ltd companies
E-Checklists in personal tax
Bulk online filing
Storage of multiple HMRC credentials
Completion of CT600N
Asset Register
2- or 5-years farmers averaging
Dividend feed for all listed companies
Customisable accounts production integration
Client Account
Quarterly Instalment calculation for LTDs
Enhanced partnership profit calculation

* Get IRIS Elements Cashbook for free when you subscribe to one or more of the following IRIS Elements products: IRIS Elements Tax, IRIS Elements Tax and Accounts, or IRIS Elements Accounts Production.
** Please note that the minimum subscription cost covers up to 5 clients/users for Tax Essentials and 10 clients/users for Tax Professional. If you have fewer clients than this (whichever plan you subscribe to), you will still pay the minimum subscription cost. 

Tax Essentials
Get Started
Tax Professional
Get Started
Tax Enterprise
Get Started

Optional Extras
IRIS Elements Trust Tax
IRIS Elements Accounts Production
IRIS Elements Service Plan Essentials Plus	–	–
IRIS Elements Professional Services
IRIS Elements Practice Management

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IRIS Elements

Welcome to IRIS Elements Tax Professional

Dive in and experience a selection of standout features.

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IRIS Elements Tax accounting software

Your MTD-ready cloud accounting solution for tax

IRIS Elements Tax simplifies tax compliance for your firm, plus it is HMRC-recognised and MTD for ITSA-ready,

From automating admin to speeding up workflows with integration, IRIS Elements Tax accounting software is designed by tax experts, for tax experts.

Ensure complete compliance for your firm and clients. Sign up for our MTD ITSA pilot today to get ahead of legislation and work out what’s best for your firm.

Case studies

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Trial our Essentials plan for 30 days free of charge

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Frequently asked questions

: In your trial you can add new users, import client data, and trial the tax functionality. After 30 days, your free trial will expire, and you will not be charged going forward. To start using the tax accounting software beyond the free trial, upgrade to a paid plan at any time.

You can trial multiple IRIS Elements products at the same time, including Elements Tax. You can choose to trial them simultaneously or one at a time, but you can only trial each product once.
: Anyone can sign up for the 30-day free trial of the IRIS Elements Tax Essentials product.

However, because the free trial is only for Tax Essentials, it’s suitable only for those with simple client requirements. It is our starter Elements Tax product, perfect for sole practitioners and micro practices.

For more significant tax and compliance needs, you’ll need IRIS Elements Tax Professional or Enterprise.
: Yes, you can trial multiple IRIS Elements products at the same time. You can choose to trial them simultaneously or one at a time, but you can only trial each product once.
: If you are only looking for up to 100 clients for either Tax Essentials and Tax Professional, you can create an account through our trial form and buy online.
: Simply open the admin settings (top right corner), select Plan and Billing and follow the steps.
: Yes, you will be able to pull any necessary accounts data through to IRIS Elements Tax. Thanks to an integration between this product and IRIS Elements Accounts Production, your accounts data will transfer seamlessly, saving you time and reducing the chance of any inaccuracies cropping up.

In terms of data for the tax year prior, all tax data is remembered and rolled forward each year, ready for the completion of the following year’s tax return. This means you will not need to re-key the same source data year after year.
: Yes – you can access the FTSE350 dividend feed as part of the IRIS Elements Tax Professional plan at no extra cost.

This function automatically populates dividend values for your client’s Tax Returns based on their shareholdings, meaning you don’t need to manually search for this information outside of your accountancy software.
: Yes, our IRIS Elements Trust Tax product allows you to use IRIS Elements Tax to generate, submit and manage Trust Tax Returns.
: IRIS Elements Tax and Accounts has been replaced by IRIS Elements Tax (Essentials and Professional plans) and IRIS Elements Accounts Production (Essentials and Professionals plans).

Existing customers of IRIS Elements Tax & Accounts will continue to be supported and can move to the IRIS Elements Tax Professional product should you need further functionality.

All tax data will automatically flow through to the different Tax editions.

Personal Tax
AI tool for anomaly detection
SA100 (Tax Return)
SA101 (Additional Information)
SA102M (Ministers of religion)
SA102MP (Members of Parliament)
SA102MS (Welsh Parliament)
SA102MLA (Northern Ireland Legislative Assembly)
SA102MSP (Scottish Parliament)
SA103 (Self-employment pages)
SA103L (Lloyd’s underwriters)
SA104 (Partnership pages)
SA105 (Land and property pages)
SA106 (Foreign pages)
SA107 (Trusts etc pages)
SA108 (Capital gains pages)
SA109 (Non-residence pages)
SA110 (Tax Calculation)
R40 repayment forms
Detailed schedules of tax return information
Bundle Reporting
Capital gains tax computations
Calculation of payments on account
Self employment/partnership pages populated by Accounts data
Carry forward of data
Checklist/Information Requests
Making Tax Digital
Automatic calculation of Famer’s Averaging over 2 years
Automatic computation of foreign tax credit relief
Part disposals
Business Asset Disposal Relief
Dividend feed
Jointly Held Income
E-Checklists in personal tax
Bulk online filing
Storage of multiple HMRC credentials
Asset Register
2 or 5 years farmers averaging
Dividend feed for all listed companies
Client Account
Printing from the asset registers *

Partnership Tax
SA800 (Tax Return); SA800 PS; SA800 TP; SA801 to SA804 (including)
Trade computation/detailed report
Partnership populated by Accounts data
Automatic population of Partners’ returns
Automatic Capital Allowance calculations
Synchronising of partnership shares from Accounts Production *
Enhanced partnership profit allocation

Corporation Tax
CT600 (Tax Return)
CT600A (Close company loans)
CT600C (Groups and consortium relief)
Automatic population of Accounts data
Automatic calculation of utilisation of losses
Automatic iXBRL tagging without user intervention
CT600B (Controlled foreign companies)
CT600D (Insurance)
CT600E (Charities and community sports clubs)
CT600H (Cross-border royalties)
CT600J (Tax avoidance schemes)
CT600L (research and development)
CT600M (Freeports)
Research and development tax credit
Multiple trades for Ltd companies
Enhanced Corporation Tax losses
Quarterly Instalment calculation for LTDs
Customisable accounts production integration
Completion of CT600N
Tax credits hub
Enhanced Groups & Consortiums
Enhanced Loans to participators
Completion of CT600F
Property letting companies

VAT Filer functionality
Connects directly to HMRC APIs
Retrieves data from HMRC that has already been submitted
Easy import from Spreadsheets

Third-party integrations
KashFlow
Xero
QuickBooks
HMRC

IRIS Elements Tax