IRIS Personal Tax
What IRIS Personal Tax is
IRIS Personal Tax is accounting software for practices handling individual clients’ UK tax compliance. It creates, manages, and submits tax documentation, including self-assessment supplementary pages, and supports Making Tax Digital. The software imports employment details, income, benefits, tax, marriage allowance, and National Insurance information directly from HMRC. It calculates liabilities including Foreign Tax Credit Relief, top slicing relief, basis period reform, and Capital Gains Tax. A free AI anomaly detection tool flags significant changes and potential errors in returns. IRIS Elements SmartTax is included at no extra cost for real-time calculations and what-if tax-planning scenarios.
CSV imports support information from major third-party accountancy solutions, as well as sole trader and UK land and property data. The product works with IRIS Accounts Production, Business Tax, Practice Management, OpenSpace, Trust Tax, P11D, Time and Fees, and Company Secretarial. Practices can choose a self-hosted desktop deployment or cloud hosting with IRIS Anywhere. All self-assessment supplementary pages are supported except those intended for Members of Parliament. Pricing is available on request; there is no free plan or free trial. IRIS Personal Tax is based in Slough, Berkshire, United Kingdom.
Who it suits
IRIS Personal Tax suits accounting practices and accountants managing individual clients’ UK tax returns. It is a fit for practices that want HMRC data import, tax calculations, and links with other IRIS practice products.
What it does well
- Imports employment and tax information directly from HMRC.
- Calculates several tax reliefs and Capital Gains Tax.
- Includes free AI anomaly detection for potential return errors.
- SmartTax provides real-time calculations and what-if scenarios at no extra cost.
- Offers self-hosted desktop and cloud deployment options.
What to know first
- Pricing is available on request.
- There is no free plan or free trial.
- Supplementary pages intended for Members of Parliament are excluded.
Limits
There is no free plan or free trial. Self-assessment supplementary pages intended for Members of Parliament are not supported.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| IRIS Personal Tax | Standalone module available · UK tax documentation except Members of Parliament supplementary pages | On request |
As iris.co.uk lists them, read 1 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the IRIS Personal Tax website.
- Contact IRIS for pricing.
- Choose a self-hosted desktop deployment or cloud hosting with IRIS Anywhere.
- Import client information from HMRC or supported CSV data sources.
- Use the product to prepare, manage, calculate, and submit client tax documentation.
Verdict
Choose IRIS Personal Tax if your practice manages UK individual tax compliance and values direct HMRC imports, tax calculations, and IRIS product integrations. Look elsewhere if you need coverage for Members of Parliament supplementary pages or require a free plan or trial.
Questions
How much does IRIS Personal Tax cost?
Pricing is available on request.
Is there a free plan or trial?
No. IRIS Personal Tax has neither a free plan nor a free trial.
Which deployment options are available?
It is available as a self-hosted desktop solution or as a cloud-hosted service with IRIS Anywhere.
Does it import data from HMRC?
Yes. It imports employment information, income, benefits, tax, marriage allowance, and National Insurance data directly from HMRC.
Which tax documents does it support?
It creates, manages, and submits UK tax documentation for individual clients, including self-assessment supplementary pages. Pages intended for Members of Parliament are excluded.
Which products does it integrate with?
It works with IRIS Accounts Production, Business Tax, Practice Management, OpenSpace, Trust Tax, P11D, Time and Fees, and Company Secretarial.
Facts from IRIS Personal Tax's own pages
- AI feature
- Includes a free AI anomaly detection tool to identify significant changes and potential errors in tax returns. · iris.co.uk, 1 Oct 2026
- Audience
- The product is designed for busy accounting practices and accountants managing individual client tax compliance. · iris.co.uk, 1 Oct 2026
- Calculations
- Automatically calculates liabilities including Foreign Tax Credit Relief, top slicing relief, basis period reform and Capital Gains Tax. · iris.co.uk, 1 Oct 2026
- Deployment
- Available as a self-hosted desktop solution or hosted in the cloud with IRIS Anywhere. · iris.co.uk, 1 Oct 2026
- Founded
- 1978 · iris.co.uk, 28 Sept 2026
- Free plan
- No · iris.co.uk, 22 Sept 2026
- Headquarters
- Slough, Berkshire, United Kingdom · iris.co.uk, 28 Sept 2026
- HMRC import
- Imports employment information, income, benefits, tax, marriage allowance and National Insurance data directly from HMRC. · iris.co.uk, 1 Oct 2026
- Integrations
- Works with IRIS Accounts Production, Business Tax, Practice Management, OpenSpace, Trust Tax, P11D, Time and Fees and Company Secretarial. · iris.co.uk, 1 Oct 2026
- Investment income
- Yes · iris.co.uk, 22 Sept 2026
- Notable limit
- All self-assessment supplementary pages are supported except those intended for Members of Parliament. · iris.co.uk, 1 Oct 2026
- Operating systems
- IRIS Accountancy Suite supports Microsoft Windows Desktop and Microsoft Windows Server, with Microsoft SQL Server. · iris.co.uk, 1 Oct 2026
- Purpose
- Accounting software for practices that calculates client tax returns and supports Making Tax Digital. · iris.co.uk, 1 Oct 2026
- Rental income
- Yes · iris.co.uk, 22 Sept 2026
- Security
- IRIS OpenSpace uses encryption and authentication described as comparable to online banking for secure document exchange. · iris.co.uk, 1 Oct 2026
- Self-employment support
- Yes · iris.co.uk, 22 Sept 2026
- Support
- Customers can use the IRIS Personal Tax Help Centre, email [email protected] or call 0344 815 5555. · iris.co.uk, 1 Oct 2026
- Tax planning
- IRIS Elements SmartTax is included at no extra cost and provides real-time calculations and what-if scenarios. · iris.co.uk, 1 Oct 2026
- Tax returns
- Creates, manages and submits required UK tax documentation for individual clients, including self-assessment supplementary pages. · iris.co.uk, 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. · iris.co.uk, 1 Oct 2026
Where IRIS Personal Tax stands on Freedom251
- Tax Software#107 of 149
- Personal Tax Software#96 of 123