Welcome to our Virtual Tax Partner ® Tax Tools.

These original tax diagnostic tools aim to help you solve some really complicated tax questions in a matter of minutes.

Each tool is designed to save you approximately two to six hours of time. They are written for non-experts.

Most of our tools are included in a subscription to www.rossmartin.co.uk, but you will need to subscribe seperately to access the R&D Zone. Click here for more information about ways to access our Tax Tools.

Legislation checkers: difficult rules made easy!

SDLT MDR Annex Tool How to calculate Stamp Duty Land Tax (SDLT) if you are buying two or more properties in a single transaction: use this tool to see if you meet the qualifying conditions and you may be able to claim both Multiple Dwellings Relief and relief from the Higher Rate Charge
BADR Sole Trader Capital Gains Tax (CGT): this tool checks the Business Asset Disposal Relief qualifying conditions for the disposal of the whole or part of a business, or assets used by the business when it ceases...Buy now/learn more

BADR Shares from 6/4/19

BADR Shares to 5/4/19 

CGT: checks whether you meet the qualifying conditions to claim Business Asset Disposal Relief on the disposal of your shares in a private company.There are two versions of this tool: one for disposals on or after 6/4/2019, and one for disposals made in earlier tax years...Buy now/learn more
Purchase of own shares (POS) Company purchase of own shares, use this tool to work out the results of the substantial reduction & connections tests for full purchase or phased buy-back....Buy now/learn more
TAAR tool for distributions CGT/Income Tax: will you trigger the Targeted Anti-Avoidance Rule (TAAR) on a distribution made in respect of shares on winding up a company?...Buy now/learn more 
VAT penalty checker When does the new (points based) late filing and Penalty system apply to you?.
VAT MTD start checker When does a VAT registered business have to join MTD for VAT

 
Special guides and zones

Research & Development reliefs 
R & D Zone*

R&D Zone provides the tools to help you work through and make your own R&D claim directly with HMRC.

If DIY is not your thing, why not sub-contract the problem (it will be financially advantageous) via the Virtual Tax Partner support service at discounted rates.

R & D Zone* 
Companies & shareholders: CGT, Corporation Tax, Income Tax, Stamp Duty 
Reorganisations

These tools help company owners to resolve difficult company problems and then provide worked-through case studies, with step-by-step analysis and tax clearance templates. These cover 7 different company reorganisation situations:

  • Case Study 1: Tradeco, demerger of two trades
  • Case Study 2: Tradeco, demerger of its investment business
  • Case Study 3: Tradeco demerger of investment subsidiary
  • Case Study 4: Investco: Demerger of trading subsidiary
  • Case Study 5: Management Buyout via newholdco
  • Case Study 6: POS, buyout retiring shareholder
  • Case Study 7: Creating a group
Reorganisations

 

All tools without a * are FREE to subscribers of the www.rossmartin.co.uk webservice. The R&D Zone is an optional extra to subscribers.

Any queries? Contact us:

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