Keep your clients on track

With all the important data in one place, you can easily see if your clients are keeping up with payments and tailor the approach accordingly.

If your clients are at risk of late payment penalties and interest, instantly generate payment plans to improve their position.

Alternatively, if your clients are having a stronger or weaker year than anticipated, you can use the forecasting feature to help determine their obligations.

Fast, accurate transactions and transfers

Accountants who use our IR connection estimate savings of up to 45 minutes per client when finalising a client's tax position.

There’s no need to manually enter IR data into the Tax Traders system to confirm the amount of tax your client requires.

Thanks to the IR data connectivity and our residual income tax calculator, you can discover exactly what amount is owed, create payment plans and arrange transfers in one click.

One report for managing your client’s position

With tax pooling and IR data in one place, our combined report saves you from downloading and collating data from multiple sources into a spreadsheet. We're confident you won't find a more user-friendly, comprehensive combined report on the market.

Reduce the risk of errors and missed opportunities

By having a full view into a client’s obligations and balances, you will see when penalties and interest are starting to emerge and can recommend what Tax Traders transactions are required before legislative deadlines.

Being connected helps us to help you add value

When using our IR connection, we can also see your clients’ exact position.

We’re here to help you with any client enquiry, right away. You won’t need to send us myIR screenshots or multiple emails. And we can action your transactions faster than ever.