Software for
Accountants

Forbes produce a comprehensive range of software for accountants. The modules can be bought individually or as a combined package. The prices quoted are for a single machine licence. There are no limits on the number of clients or tax returns. Please see the attached pricelist and order form.

Tax Software
  • ProTax SA100 (personal)
  • ProTax SA800 (partnership)
  • ProTax CTSA (corporation tax)
  • ProTax SA900 (trust and estate)
  • ProTax P11D
  • ProTax IHT
  • Other Software
  • ClientBase (practice management)
  • Tempus time recording and fees
  • Payroll
  • Company Secretarial
  • Tax
    Software

    Data entry and navigation have been designed to be flexible and user friendly, allowing data entry either directly onto the return or by means of data screens. This flexibility allows both a high level of functionality and a very short learning curve.

    ProTax handles all the supplementary pages including Lloyds underwriters and Ministers of religion. As you complete the return it is constantly being checked against hundreds of validation rules guaranteeing the integrity of the data. The system then prepares and produces the comprehensive tax liability computation.

    We also have a comprehensive database of UK dividends supplied by exchange data securities taxation service. This dividend service gives you immediate access to a vast database of easily searchable dividend information integrated with the Forbes schedules. Exchange Data International is a leading provider of high quality securities data.

  • Many innovative features such as on screen 'sticky notes'
  • On screen forms and backing schedules
  • Clear summary of all data on return
  • Comprehensive calculation
  • Information Request generation
  • ProTax Log - keeps track of progress on all returns
  • Validation assistant
  • Linking with other packages including accounts
  • SA800 - automatic update of data from SA800 to individual SA100s
  • CTSA - includes adjusted profit and marginal rate calculations
  • Electronic
    Transmission

    Forbes is the market leader in Internet Filing and we are the only software supplier to provide the full range of internet filing. The Inland Revenue is clearly committed to enhancing the use of technology in filing tax returns via the internet. The latest advance was the introduction of Partnership and Trust filing, which went 'live' from last December. One third of all Partnership and Trust returns filed since then have been done using ProTax. P11D e-filing has also be introduced in the last 12 months and again Forbes was one of the first companies to gain approval. The benefits of Internet Filing are wide ranging, but include a rapid response from the Revenue (usually within 20 seconds), critical near deadlines, and much quicker processing of repayments. With nealy 700,000 personal returns alone filed by the internet over the past year, a number which will continue to go up, we strongly suggest the use of ProTax FBI to enhance your tax service.


    ProTax main screen
    ProTax main screen
    ProTax summary
    ProTax Computation
    ProTax
    ProTax Log
    ProTax Log
    Validation Assistant
    Validation Assistant