Digita Personal Tax is unlike any other personal tax software that you have seen. Its unique interface, risk management and workflow tools distinguish it from all other rivals that merely 'fill in the boxes'. It is easy to learn and to use and will save significant amounts of time in your daily tax compliance work. Equally as important, it will reduce user error and highlight omissions. No other personal tax software allows you to both cut cost and risk. It's a unique proposition from unique software.
Personal tax is the toughest challenge that most practitioners face, it's a complex and challenging environment. To succeed in this environment you need software that continuously evolves to match your needs and gives you that extra advantage. Digita Personal Tax was the first software to offer tax returns onscreen, the first to gain Microsoft Windows accreditation and the first to gain ICAEW accreditation. Three times winner of the prestigious LexisNexis Best Tax Software Award (2007, 2006 and 2003, and short listed every year). With Digita Personal Tax, successful evolution is delivered, not just promised.
Digita uses industry standard components such as Microsoft SQL/Express database technology. This means that your investment in your personal tax client data remains within your control. We can even import data from our commercial rivals' 'Final Accounts' software if you need to. This is a unique commitment to 'open' systems from Digita, the company that allows you to choose the best software for your business and offers the best software to your business.
Key Features
- Forms ProductionMore Easy to learn and to use. Supports the SA 100, R40...
- 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 including:
- Client ReviewMore Compares this year´s tax return with that for the prior year.
- 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 ViewMore The 'Active' View technology contains a selection of user customised components called 'Tablets'.
- 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.
- TaxAwareMore Digita Personal Tax is unique in using 'artificial intelligence' to focus your attention on risks,
- 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.
- TrackerMore Allows tax return workflow monitoring with a pro-active...
- 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 EnquiriesMore Monitors open enquiries with clients and third parties.
- Monitors open enquiries with clients and third parties. Also contains a reminder system.
- Client CostingMore Lets you build a points based risk score of the tax return and the client.
- 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 EstimatorMore Instantly calculates dividends from UK listed equities and managed funds.
- 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.
Read our Case Studies and see what our clients say