Personal tax - Integration

TaxationPinacle P11Ds are fully integrated with other modules of Pinacle to save time in data entry: you only enter client data once. The integration also uses company and employee data in common with payroll and transcribes P11D data to the benefits section on the employment pages of personal tax.

Time is also saved by:

  • Share dividend feed to auto-calculate dividends and tax credits
  • Auto-update of client management when Tax Return filed successfully with HMRC
  • Auto-calculation of P11D entries
  • Simple data entry with ‘search’ facilities to locate data
  • Unique feature to review client tax data through single point of entry