Tax Pack

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Excel-based Tax Packs are created automatically from Alphatax in a format designed for distribution to finance professionals who will be entering the accounting data into the Tax Pack. Because a Tax Pack is created automatically from the Alphatax statements, it contains only those schedules and descriptions which are needed to collect the accounting information required to generate the tax computation for the particular company. This helps to clarify and simplify the information being requested.

The end-to-end process of creating Tax Packs, distributing them (including by e-mail), importing accounting data from the completed packs, and finalising the resulting tax computation is fast, highly efficient, and reduces the risk of errors. Set-up time is minimal and the process saves substantial time compared to collecting data manually. Alphatax controls the entire process with a full audit trail.

Key features of the software

  • Tax Packs created automatically in MS Excel mirror the computation structure
  • Completed Tax Packs are automatically uploaded back into the Alphatax computation area
  • An easy to use Excel interface, with intuitive structure for fast data entry
  • Configuration and review capability
  • Fully customisable content prior to sending the Tax Pack to finance professionals
  • Data integrity and error checking
  • Full audit trail within both Alphatax and the Tax Pack
  • Accounts Analysis enabled giving a structured format for entry of raw accounting data
  • Automated creation from and import to Alphatax
  • Fully compatible with latest versions of Windows and Excel
  • Available for both Professional and Enterprise users

The way forward

For more information or to book a presentation, please contact us and ask to speak to a member of our new business team.