IRIS Personal Tax
IRIS Personal Tax: A practice-focused system for UK Self Assessment preparation, planning and submission. Ranked #35 of 123 in Personal Tax Software by our editors (5.6/10); pricing: Pricing on request; best for UK practices managing Self Assessment clients.
At a glance
- Editor score5.6 / 10
- PricingPricing on request
- Best forUK practices managing Self Assessment clients
- Free planNo
- Self-employment supportYes
- Founded1978 · Slough, Berkshire, United Kingdom
- Facts checked22 Sep 2026
Where it wins
- Imports client and tax data from HMRC and CSV files
- Supports supplementary pages, MTD, foreign tax relief and CGT
- Connects with IRIS Accountancy Suite and OpenSpace
Where it doesn't
- Pricing requires contacting IRIS
- There is no free plan
- Designed for practices, not direct consumer tax filing
Our verdict on IRIS Personal Tax
IRIS Personal Tax is UK tax accounting software for practices managing individual client returns. It supports the creation, calculation and submission of UK Self Assessment tax returns, including supplementary pages. Practices can handle employment, income, benefits and tax information imported from HMRC, as well as client and tax data brought in through CSV files. The product covers self-employment, investment income and rental income, and can be deployed through cloud or desktop environments. It is intended for small, mid-market and enterprise practices managing tax work for clients.
Its strongest fit is the breadth of UK tax workflows in one practice-oriented module. IRIS Personal Tax supports Making Tax Digital workflows for Income Tax Self Assessment, calculates Foreign Tax Credit Relief and Capital Gains Tax, and provides real-time tax-planning scenarios through IRIS Elements SmartTax. AI-powered anomaly detection is included for tax-return review. These capabilities make it suitable for practices handling returns that extend beyond straightforward income cases, particularly where supplementary pages, foreign tax or gains require attention.
The wider IRIS ecosystem is another important consideration. The product connects with IRIS Business Tax, IRIS Trust Tax, IRIS Accounts Production, IRIS Practice Management, IRIS OpenSpace, IRIS P11D, IRIS Time and Fees, and IRIS Company Secretarial. It can operate as a standalone module or within the broader IRIS Accountancy Suite. According to the vendor's pricing model, purchasing requires contacting IRIS, and there is no free plan. Practices seeking integrated tax operations should shortlist it; individuals looking for direct consumer filing software should choose a different type of product.
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IRIS Personal Tax pricing
IRIS Personal Tax fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Self-employment support | Yes |
| Investment income | Yes |
| Rental income | Yes |
| State filing | Not verified |
| Mobile access | Not verified |
| Audit support | Not verified |
| Deployment | Cloud, Desktop |
| Platforms | Web |
| Support | Email, Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 9 integrations: IRIS Business Tax, IRIS Trust Tax, IRIS Accounts Production, IRIS Practice Management, IRIS OpenSpace, IRIS P11D … |
| Pricing | Pricing on request |
| Website | iris.co.uk |
| Facts checked | 22 Sep 2026 |
IRIS Personal Tax integrations
IRIS Personal Tax lists 9 integrations on its own site.
- IRIS Business Tax
- IRIS Trust Tax
- IRIS Accounts Production
- IRIS Practice Management
- IRIS OpenSpace
- IRIS P11D
- IRIS Time and Fees
- IRIS Company Secretarial
- CSV imports
Alternatives to IRIS Personal Tax
- TurboTaxA broad US tax filing suite with free simple returns and paid expert support.9.3
- H&R Block OnlineA flexible tax-filing service with free simple returns and guided expert help.9.0
- TaxActA broad US tax filing option with free entry, paid coverage, and expert help.8.8
See all IRIS Personal Tax alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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