Tax Tips & Tools. 2018/19 Edition 122 tools, 2 new and 80 updated. Tax Tips & Tools has been comprehensively updated for the 2018/19 tax year

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1 A comprehensive collection of tax calculators, spreadsheets, checklists and other tax tools Tax Tips & Tools Tax Tips & Tools has been comprehensively updated for the 2018/19 tax year 2018/19 Edition 122 tools, 2 new and 80 updated the2020group.com/ttt

2 Tax Tips & Tools has been comprehensively updated for the 2018/19 tax year This latest edition of Tax Tips & Tools contains a total of 122 highly practical and easy to use tax calculators, spreadsheets, checklists and other tax tools. Tax Tips & Tools allows you to make complex calculations quickly and easily. For example, the Car Tax and Tax Credits Calculators allow you to advise clients on these issues in a matter of minutes something that could otherwise take hours. Tax Tips & Tools has been designed for tax practitioners, particularly those who serve small and medium size businesses. If you are committed to providing your clients with tax advice which they perceive to be valuable and are happy to pay for, you absolutely need the latest edition of Tax Tips & Tools. A brief description of just some of the other tools and a complete list of contents can be found on the following pages. Tax Tips & Tools is split into the following sections: Inheritance Tax and Trust Tools Income Tax and Corporation Tax Tools Payroll and Construction Industry Scheme Tools NI and Tax Credits Tools Capital Gains Tax and SDLT Tools Value Added Tax Tools Administrative and Other Tools Mind Maps SHOULD YOU NOT BE COMPLETELY SATISFIED WITH THE PRODUCT, TAX TIPS & TOOLS COMES WITH A FULL 28 DAY MONEY BACK GUARANTEE

3 New Tools for 2018/19 Order online at: the2020group.com/ttt LOAN, DIVIDEND OR SALARY CALCULATOR This calculator shows the position of taking a director s loan and paying the s455 tax, receiving a dividend or taking a salary. It also takes into account paying interest on the loan or suffering the benefit in kind charge. The tool will demonstrate all the different scenarios for you to best advise your clients. TRADING VEHICLE ASSESSOR 2018/19 Should your client trade as a Sole Trader, Partnership or Limited Company? This tool assesses which is the best option when all income is taken into account following the change in the taxation of dividends and the increase in the car and fuel benefits. We have used Tax Tips and Tools for a number of years and have always found the programme extremely easy to use. We now depend on the software for many of our tasks as it reduces the valuable time spent by our team on calculations for our clients. We find it produces informative and understandable information for both ourselves and our clients. We cannot fault the quality of your product or the content, and look forward to working with Tax Tips and Tools for many years to come. Diane Martin, Douglas Home and Co

4 Updated Tools for 2018/19 Order online at: the2020group.com/ttt 80 Tools have been updated for 2018/19. See the full list on the following pages. Some of the tax tools (indicated by S ) now support the Scottish Income Tax Band for 2018/19. Other models have been updated to reflect changes in legislation, tax rates and tax bands. WHY USE TAX TIPS & TOOLS? Tax is becoming ever more complex with the different sources of income and the various tax rates and exemptions. Client tax calculations need to be done with up to date tax tools or software, otherwise practitioners are liable to making significant errors. Tax Tips & Tools includes an extensive range of tools which can be used in a variety of ways. The use of the calculators can, in a few seconds, provide a much more accurate picture in a presentable and professional format for the client. Many of the tools provide detailed calculations allowing for what if? scenarios for the clients and include case studies for tax education. Tax Tips is now in its 18th year of production, with over 1,000 practitioners purchasing a copy. So why not give it a try? We have a full money back guarantee if you are not completely satisfied. Tax Tips and Tools is an extremely useful part of our tax reference material. It provides a large number of time-saving tools which we use on a regular basis. Amanda Gunter, A C Mole & Sons

5 Tax Tips & Tools 2018/19 Edition Here is a comprehensive list of the tools within each section INHERITANCE TAX AND TRUST TOOLS 1 Estate Valuation 2 IHT Annual Gifts out of Income Summary Form 3 IHT Quoted Securities Valuation Tool 4 Inheritance Tax Calculator 5 Intestacy Rules Handout 6 Property Transactions and Taper Summary 7 Trust Tax Calculators INCOME TAX AND CORPORATION TAX TOOLS 8 AddBacks Comparison 9 Admitting a Partner 10 Beneficial Loan Calculator 11 Bonus v Dividend Calculator 12 Buy to Let Interest Relief Restriction Calculator 13 Car Benefits v FPCS 14 Car CO2 Emissions Listing Sheet 15 Car Tax Calculator 16 Change of Accounting Date 17 Corporation Tax Calculator 18 Deferred Tax Calculator 19 Directors Payslips 20 Directors Salary and R&D Tax Credits 21 Directors Salary Letters 22 Disincorporation Calculator 23 Dividend Taxation 24 Effective Tax Rates Profit Extraction 25 Extraction of Funds Grossing Up Calculator 26 Farming Losses Calculator 27 Flat Rate Expenses 28 Fuel Benefit Checker 29 Furnished Holiday Lettings Data Recording 30 Furnished Holiday Lettings Interactive PDF 31 Gift Aid Summary 32 High Income Child Benefit Charge 33 Income Tax Calculator (Form 930) 34 Incorporation Action Checklist 35 Incorporation Elections 36 Incorporation Issues 37 Interactive Mileage Log Company Car 38 Interactive Mileage Log Own Car 39 Interest on Loan Credit Balances Calculator 40 Lease Buy or Contract Hire 41 Loan, Dividend or Salary? 42 Maximum AIA Calculator 43 Pension Certificate of Earnings 44 Pension Contribution Company or Personal? 45 Pension Planning Letter 46 Pension Taper Relief Calculator 47 Pre-Incorporation Questionnaire 48 Property - Inside or Outside a Company? 49 Property Stamp Duty Calculator 50 Rental Income Working Papers 51 Salary Sacrifice Bikes 52 Salary Sacrifice Cars 53 Salary Sacrifice Pensions 54 Salary to PA or NI Limit? 55 Savings Rate and Dividend Interaction 56 Savings Rate Letter and Company Minute 57 SEIS/EIS Tax Relief Calculator 58 Should I Incorporate? 59 Should I Incorporate? Practical Guides 60 Spouse Salary Level 61 Tabular Format Profit Extraction Summary 62 Trading Vehicle Assessor 63 Use of Home as Office Calculator 64 Use of Home for Business 65 UTR Validator 66 Visual Tax Planner

6 Tax Tips & Tools 2018/19 Edition continued PAYROLL AND CONSTRUCTION INDUSTRY SCHEME TOOLS 67 Construction Industry Scheme Payment Sheets 68 IR35 Deemed Salary Calculator 69 Net to Gross Pay Calculator 70 PAYE Penalties Calculator 71 PAYE Settlement Calculator 72 Payroll Calculator Weekly/Monthly 73 Payroll Checker Annual 74 Payroll Engagement Letters 75 Payslip 76 Redundancy Calculator 77 RTI Penalties Calculator 78 Systemising Payroll Payroll and CIS Costing Tools 79 Systemising Payroll Payroll Procedures Letter 80 Systemising the Payroll Function NI AND TAX CREDITS TOOLS 81 Class 4 NI Losses 82 Maximum NI Calculator 83 Pension Credits 84 Tax Credits 2018/19 (Provisional) 85 Tax Credits 2017/18 (Actual) 86 Tax Credits Trading Losses CAPITAL GAINS TAX AND SDLT TOOLS 87 CGT Asset Disposal Calculator 88 CGT Indexation Calculator 89 CGT Lease Premium Calculator 90 Entrepreneur s Relief Tracker VALUE ADDED TAX TOOLS 91 VAT Annual Scheme Calculator 92 VAT Capital Goods Scheme 93 VAT Cash Accounting Calculation/Reconciliation 94 VAT Ebay and Paypal Reconciliations 95 VAT Flat Rate Limited Cost Trader Calculator 96 VAT Flat Rate Scheme Calculator 97 VAT Partial Exemption Annual summary Special 98 VAT Partial Exemption Annual summary Standard 99 VAT Registration Limits Tool 100 VAT Registration Number Validator 101 VAT Relief for Bad Debts 102 VAT Relief for Bad Debts Flat Rate Scheme 103 VAT Scale Charges Calculator 104 VAT Summary Working Papers ADMINISTRATIVE AND OTHER TOOLS 105 Interest on Tax Calculator 106 Making Tax Digital Trading Income 107 Personal Tax Organiser 108 RTI Filing Trackers 109 SA Payment Form 110 Tax Department Lead Generation 111 Tax Liabilities (Graphical Summary) 112 Tax Liabilities Summary 113 Tax Liability Graphs 114 Tax Manager 115 Tax Return Monitoring Submissions Report 116 Tax Reviewer 117 The 20+ Steps to Completing a Tax Return 118 VAT Tracker MIND MAPS 119 Extracting Profit 120 Higher Rate Taxpayer 121 Tax Administration Procedures 122 Tax Efficient Remuneration Supports the Scottish Income Tax Band for 2018/19

7 TO ORDER Tax Tips & Tools 2018/19 Edition PRODUCT 2020 Member Non Member Tax Tips & Tools 2018/19 Upgrade* VAT VAT Tax Tips & Tools 2018/ VAT VAT Additional Office License VAT VAT * Upgrade from any previous version of Tax Tips & Tools. Each product gives you a license for unlimited use in one office only. For multiple offices you need to purchase additional office licenses, as above. PLEASE NOTE: To allow for quick and easy access, Tax Tips & Tools is delivered as a downloadable file sent via upon successful completion of your purchase. HOW TO PURCHASE the2020group.com/ttt PURCHASE ONLINE Please visit: the2020group.com/ttt CALL US Call us to place your order on +44 (0) and pay over the telephone by credit card. Please products@the2020group.com Call or visit the2020group.com for more information on what 2020 Innovation can offer your practice and how we can provide you with innovative solutions for a successful future Innovation is a trading style of 2020 Innovation Training Limited.

8 2020 Membership Other services: 2020 Membership includes: CPD for Your Entire Practice Making Tax Digital Action Pack Practice Management & Development Training Marketing Resources Providing you with innovative solutions for a successful future Cloud Accounting and Digital Tax Fee Protection Insurance Finance Offshoring / Outsourcing Practice Merger and Acquisition Restructuring Tax Planning Wealth the2020group.com/facebook the2020group.com/linkedin TERMS & CONDITIONS AND PRIVACY POLICY By purchasing this product you are confirming you have read and agree to our Terms & Conditions and our Cookie & Privacy Policy which can be found on our website at the2020group.com/youtube 2020 Innovation Training Ltd 6110 Knights Court, Solihull Parkway, Birmingham Business Park Birmingham, West Midlands B37 7WY Tel: +44 (0) products@the2020group.com Visit the2020group.com for more information on our membership group, products, webinars, seminars and conferences Innovation Training Limited 2018