SAVE TIME ON
EVERYDAY WORK

Reduce the time spent on completing essential and complex compliance tasks, with simple to use interactive workflow tools. Get to the right answer faster.

REDUCE RISK


Mitigate the risk of costly compliance errors, with instant access to the most trusted and up-to-date tax data and intelligence.

INCREASE
PROFITABILITY

Empower your team to spend more time on delivering client value, and business development.

The most powerful way to accelerate your work is right at your fingertips with Tax Tools for TolleyLibrary.

The same trusted, authoritative content you know us for has gone into building six tools, made to support your everyday work. Quickly find the right tax treatment for your compliance task. Working on capital allowance, expense payments, or navigating through an area of tax you’re unfamiliar with, we have a tax tool that’s made for you.

Find all the answers you need in one place, with tools that were built to make your everyday life easier, only from Tolley.

Discover Tolley’s Tax Tools

Tax Case Analytics

Tax Case Analytics visually dissects over 300 cases spanning six key topics, providing in-depth and verified insights. Our in-house experts vetted this analysis so you can have confidence in the answers. It acts as a time-saving mechanism, not just in the research phase but also in communicating complex tax intricacies to clients or when preparing arguments for court. By using Tax Case Analytics, professionals can efficiently navigate through a vast array of case analyses, accessing reliable and verified information to bolster their arguments or provide sound reasoning for the advice given to clients. The visual representation aids in grasping complex case details swiftly, streamlining internal discussions and enhancing the quality of external client communication. Tax Case Analytics provides validated insights, deeper understanding and easy explanation of tax case specifics.

Calculate

Calculate merges databases like DVLA and Tolley's Tax Data to expedite status checks and computations. Its functionality significantly reduces the burden and cost associated with regular compliance tasks. For instance, it simplifies determining the Benefit in Kind (BIK) rate for company cars and validates VAT numbers, alleviating the repetitive nature of these essential tasks. By leveraging Calculate, users experience a drastic reduction in time spent on these routine but crucial tasks, enabling a more efficient workflow. Particularly beneficial during certain periods of the year when these tasks are routinely performed, Calculate offers a valuable resource for swiftly managing these annual obligations. It's a time-saving solution, redirecting users' focus to more strategic or revenue-generating activities while ensuring accuracy and efficiency in compliance-related calculations.

SmartLists

Smart Lists offers an alphabetical catalogue of items, providing direct links to content and guidelines on managing specific compliance tasks. Covering crucial areas like capital allowance treatments and benefits in kind payments, it empowers compliance teams to swiftly navigate through the intelligent search, pinpointing the treatment for a specific item. Smart Lists aid in expediting CT600 filings, eliminating the need for laborious scrolling, manual reviews, or navigating extensive technical manuals. Smart Lists transform the start of compliance tasks, enabling quick access to item treatment information. By using this tool, professional compliance teams can confidently complete tasks efficiently, redirecting saved time towards revenue-generating activities.

Flowcharts

Flowcharts simplifies complex tax areas by guiding users through easily answered questions, offering a deeper understanding of the tax code's application to client situations. The downloadable PDF format streamlines filing and admin reviews. The value lies in fact-checking legislative interpretation, thereby reducing risk and providing evidence of accurate interpretation. By leveraging flowcharts, users gain confidence and consistency in navigating complex tax areas. It enhances staff capabilities, ensuring accurate interpretation, informed decision-making, and uniformity in approaches. By making intricate tax concepts more understandable, this tool supports staff in confidently addressing complex tax scenarios, ultimately enabling firms to minimize risks and errors in their tax interpretations.

Practice Management

Practice Management & Tax Timeline encompasses pro forma documents and policies, covering vital areas such as engagement letters, GDPR, Health and Safety, and more. The Tax Timeline aspect serves as a comprehensive tool for managing personal and practice workloads. It ensures seamless planning and management with complete confidence, as it diligently tracks all changes within the tax system. This feature alleviates the concern of missing key tax dates, offering a reliable safeguard. Users can easily stay updated by checking in with their timeline, reviewing alerts, and utilizing pro forma documents as needed. By leveraging this tool, professionals can efficiently organize their workload, plan ahead with ease, and confidently manage their compliance, saving valuable time and ensuring a proactive approach to tax system changes.

Tax Timeline

Proactively manage your individual or practice workload. With clear visibility of all key tax events, you can plan and manage with complete confidence, knowing that Tolley will keep track of all changes to the tax system, so you don't have to worry about missing a key tax date. Effortlessly pin upcoming tax events for your role and customize what alerts show in your inbox or calendar. Take control of what is coming up this month, next month or later in the year.

Tax Tools is a step above what TolleyLibrary already offers you. The six tools are broken down into core areas to further help you with specific client tasks like:

  • Check the benefit in kind vehicle details for p11d returns

  • Determine the treatment of transactional items such as capital allowances, adjust to trading profits, benefit on kind payments and partial exemptions

  • Validate VAT numbers for UK and EU invoices

  • Review cases related to your client situations

  • Be proactive when managing your practice, with a customisable tax timeline

  • Navigate complex areas of tax such as partial exemptions VAT recovery

“It was a case that had been dragging on for about five years. I used the reasonable excuse, reasonable care and discovery case results when I was conducting research to feed into our response to HMRC. We benefited from a substantial time saving due to the powerful search features, compared to searching through, picking out and analysing the relevant cases individually.”

“Smart Lists is great, especially for our new trainees, but even for old hands like me. If you want to look something up quickly, I think it’s a wonderful tool. It’s incredibly useful and so much quicker than asking a trainee to go and dive through something like the Business Income Manual themselves.”

Lisa Macpherson, Head of Tax Technical, PKF Francis Clark

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