Tax Tools

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.

Virtual Tax Partner Tax Tools: At a glance

Legislation checkers/calculators: 

  • BADR: sole trader sale of business & asset disposals
  • BADR: share disposals
  • POS: substantial reduction & connection tests
  • TAAR: distributions on liquidation
  • SDLT: buying a property with an annex

Step by step guides with templates & examples

  • R & D Zone
  • Reorganisations Zone

You can buy tools separately, but some come free with a subscription to

Click to learn more & purchase

What does it do?

 Already purchased? Click here for quick access

Business Asset Disposal Relief  business & asset disposals

CGT: this tool checks the Business Asset Disposal Relief (formerly known as Entrepreneurs' Relief) qualifying conditions for the disposal of the whole or part of a business, or assets used by the business when it ceases.

BADR Sole Trader

 Business Asset Disposal Relief : share disposals

CGT: this tool checks whether you meet the Business Asset Disposal Relief (Entrepreneurs' Relief) conditions for 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.

BADR Shares from 6/4/19

BADR Shares to 5/4/19

*Purchase of own shares* (POS) Company purchase of own shares, use this tool to work out the results of the substantial reduction & connectons tests for full purchase or phased buy-back. Purchase of own shares (POS)

* 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?

 TAAR Tool
*SDLT *Multiple Dwellings & Annexes

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

SDLT MDR Annex Tool
R & D Zone

R&D Zone provides the tools to 'cut out the middle man' 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 super-discounted rates.

R & D Zone 

CGT, Corporation Tax, Income Tax, Stamp Duty.

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




* Starred* tools come FREE if you are already a full subscriber to the webservice.

Any guides on this site as well as the tools in the our Tax Toolkit above can be purchased on their own, with or without a subscription to, on a Pay-As-You-Go basis. 

If you are a tax novice, or not very confident in some areas of tax, all Tax Tools all work best with a subscription as then receive the full benefit of all interactive guidance.

To buy a tool: follow the link above (left-hand column)

Any queries? Contact us:

  • For multi-office pricing
  • For any enquiries or suggestions


Virtual Tax Partner © Toolkit enquiry

Please let us know your name.
Please let us know your email address.
Invalid Input
Please write a subject for your message.
Please let us know your message.

Squirrel ad

Are you enjoying our content? 

Thousands of accountants and advisers and their clients use as their primary TAX resource.

Register with us now to receive our unique FREE Tax Planning Tips and Advice Guide & our FREE OMB Newsletter.