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PM Solution Version History Free Trial Download Purchase

Below you will find the complete version history for PM Solution. You may download the final release of a particular version of the product by clicking on the blue headings below.

Please vist our Version History page to view the version history of our other products.


PM Solution 2018 Version 10.2 (16/04/2018)
  • Has passed the HMRC 2018 test case recognition process for Trust Tax Returns and R40 Claim for Repayment
  • Inclusion of a comprehensive FTSE350+ dividend database for tax year ending 5 April 2018
  • Improved the method of entering and calculating residential property finance costs
  • Enhanced API security to default to TLS 1.2
  • Improved support for high resolution monitors (with more improvements to follow)
  • Improved handling of HMRC SA-pre population API errors
PM Solution 2018 Version 10.1 (25/02/2018)
  • Major product update for 2018 Individual & Partnership Tax Returns
  • Has passed the HMRC 2018 test case recognition process for Individual & Partnership Tax Returns
  • Note: 2018 Trusts & 2018 R40 will be released mid-April together with the finalised FTSE-350 dividend database
  • Improved the pre-July 31st POA calculation process such that if the July POA is too low or too high, the system will prompt to automatically adjust it to the correct amount
  • Detail Data Entry (Drill Down Data) Improvements
    • You may now mark rolled forward detail data as "To be confirmed" which enables calculation and printing but not submission when data is not yet finalised
    • We have added a "Do not roll forward" flag to prevent, say, a closed bank account rolling forward from one year to the next
    • Also added a notes field to provide more detail to the data and which is rolled forward from one year to the next
  • It is now possible to save the Capital Gains form (SA108) without allocating the in year losses. The return won't submit in this state but it does enable you to save the detail and re-visit the losses once you know how you need to utilise them
  • Tax return/Task Internal Notes Improvements
    • Internal Notes may now be edited without affecting the tax return status and IRMark (System option on by default
    • The Internal Notes will now roll forward from one year to the next (System option on by default)
  • Enhancements to the MyDocSafe process
    • to enable documents to be sent to securely to clients with or without a notification email being sent to the client
    • to have the notification of sending sent to the instigating user and not the MyDocSafe account holder
  • Yet another update to the HMRC Individual Tax Calculation and Exclusions for year ending 5 April 2017 (now at version 9.0) Click this link for the latest HMRC exclusions document
PM Solution 2017 Version 9.8 (04/12/2017)
  • Introduced a "Help Centre" to help you get more out of the system but making the help resources more readily available
  • Updated HMRC Individual Tax Calculation and Exclusions for year ending 5 April 2017 (now at version 8.1) Click this link for the latest HMRC exclusions document
  • Enhancement to the MyDocSafe process to enable documents to be sent to securely to clients without requesting that document to be signed
  • VAT101 EC Sales List updated to print correctly for paper submission
  • Product updated to use the new HMRC submission gateway
PM Solution 2017 Version 9.7 (22/10/2017)
  • Updated HMRC Individual Tax Calculation and Exclusions for year ending 5 April 2017
    • The new calculation and exclusions are due to go live at HMRC on 23 October 2017. You can download and install this update in advance of that date because we can control which version of the calculation and exclusions the software uses via our website.
    • The new calculation fixed 12 exclusions (numbers 48 to 59 and 68), but also uncovered 10 previously undiscovered exclusions and introduced 4 more!
    • Click this link for the latest HMRC exclusions document
  • Enhancement to the MyDocSafe process to give the user the ability to enter a personalised message to go with the document for signature
  • Added the ability to send files from the Documents and Folders tab to clients via MyDocSafe
  • Correction to the Trust Capital Gains form so it is now possible to use non-residential property losses against residential property gains and vice versa
  • Updated product help and quick start documentation
PM Solution 2017 Version 9.6 (08/09/2017)
  • Launch of Cloud enabled version of the product
    • Enables data to be stored on a cloud based Microsoft SQL Server database which gives the ability to access your data via any Windows PC connected to the internet
    • Contact our sales team on 0345 241 5030 for details
  • HMRC pre-population data – system now provides option to either retain Pension details or replace them with the consolidated figure provided by HMRC
  • Contains hidden preparation for the updated HMRC 2017 Individual Tax Return calculation due to go live at HMRC in October
  • Corrected minor issue with the 2017 Trust Capital Gains pages and non-resident claims
PM Solution 2017 Version 9.5 (06/07/2017)
  • Improved the pending task report for non-system events such that they now show the description and you can edit them directly from the report
  • Tidied the SA110 to no-longer show the Marriage Allowance Transfer as a separate item now that HMRC are including correctly it in their calculation
  • Added the ability to disable the SA pre-population API on a client by client basis to avoid unnecessary messages for clients without a 64-8 relationship
  • Extended the implementation of the new HMRC paper filing exclusions for 2017
PM Solution 2017 Version 9.4 (15/05/2017)
  • Improved interaction with HMRC SA pre-population API
PM Solution 2017 Version 9.3 (30/04/2017)
  • Extended the implementation of the new HMRC paper filing exclusions for 2017
  • Improved the product update process
PM Solution 2017 Version 9.2 (24/04/2017)
  • Has passed the HMRC 2017 test case recognition process for Trust Tax Returns and R40 Claim for Repayment
  • Intergration with HMRC APIs to pre-populate Individual Tax Returns with data already known by HMRC, e.g. Employment, P11D benefits, etc.
  • Added the ability to deliver documents securely to clients, and to request signature, via MyDocSafe.com
  • Implementation of the new HMRC paper filing exclusions for 2017
  • Inclusion of a comprehensive FTSE350+ dividend database for tax year ending 5 April 2017
  • Further preparation for future MTD items
PM Solution 2017 Version 9.1 (20/03/2017)
  • Major product update for 2017 Individual & Partnership Tax Returns
  • Has passed the HMRC 2017 test case recognition process for Individual & Partnership Tax Returns
  • Note: 2017 Trusts will be released mid-April together with the finalised FTSE-350 dividend database
  • Note: 2017 R40 will be released when HMRC issue the form!
  • Various minor improvements to the CT Integral template
  • For CT Integral, if figures change in the Accounts, the system now provides the detail of those changes when updating the CT Integral return
  • Various system options added in preparation for future MTD items
  • It is now possible to prevent accidental amendment of user entered client references
  • Plus a whole host of other minor updates and improvements
PM Solution 2016 Version 8.6 (22/12/2016)
  • Now possible to have non-standard VAT return periods (for when client changes reporting period)
  • Corrected issue with R40 computation for Rental Property losses
PM Solution 2016 Version 8.5 (01/12/2016)
  • Announcing the launch of CT Solution Integral, our eagerly awaited fully integrated Corporation Tax system which no longer requires Excel®
    • Free to all existing purchasers of CT Solution Express or CT Solution Advance (it will automatically licence), provided as a free trial to everyone else
    • Valid for corporation tax periods commencing 1 April 2015 to the year ending 31 March 2017 inclusive
    • Launched with the CT600A Loans to Participators supplementary schedule. All of the other supplementary schedules in development and will follow soon.
    • Includes a dedicated property schedule. R&D and Capital Gains in development and will follow soon.
    • Comprehensive Capital Allowances module
    • Full two-way integration with our Accounts Production Solution
    • Pre-population of all client data from within PM Solution
    • HMRC accreditation for creation of iXBRL computations and online submission of iXBRL accounts & computations
    • Computation and submission of Corporation Tax (CT600) Returns
PM Solution 2016 Version 8.4 (15/09/2016)
  • VAT (VAT100) and EC Sales List (VAT101) returns may now be created in the system and filed to HMRC electronically
  • Following weeks of badgering the HMRC we have adjusted the SA302 report to show Property Losses Brought Forward AND USED as income, instead of the full brought forward loss
  • Implemented HMRC calculation change which permits Marriage Allowance Transfer received to reduce Payments on Account
  • We have made it more obvious that the Individual Tax Return Calculation Report is the SA302
  • Minister of Religion income now considered as potential source for coded-out payments
  • Correction to 2016 SA302 report where the Marriage Allowance Transfer is restricted
  • Companies House Annual Return changed to Confirmation Statement with a 14 day deadline rather than 28 days
PM Solution 2016 Version 8.3 (08/06/2016)
  • Corrected Individual non-resident calculation and SA302 report
  • Corrected HMRC computation error for Trusts
  • Extend VAT tasks in preparation for online VAT return submission (next release)
  • Extended VAT Return Cycles to permit correct month end specification for annual returns
  • Improved Companies House company search process
  • Amended the validation on the new Class 1/2 NIC boxes such that they can be left blank if required. When blank, an overridable warning is issued
  • Minister of Religion income is now taken into account when considering coding out tax underpayments
  • Extended the tax computation to make it clearer when Marriage Allowance Transfer is deducted from tax payable
  • Corrected Land Securities 2016 dividend
PM Solution 2016 Version 8.2 (11/04/2016)
  • Now Includes Trust Tax Returns and associated functionality for 2016 Tax Year
  • Has passed the HMRC 2016 test case recognition process for Trust Tax Returns
  • Inclusion of a comprehensive FTSE350+ dividend database for tax year ending 5 April 2016
  • A new HELP button has been added to the SA110 screen for 2016 to give guidance regarding the new HMRC Digital Tax Account API and what to do until HMRC make it live
  • Fixed issue with Student Loan repayments and Payments on Account
  • Fixed issues on SA302 print regarding Class 4 NIC column and Computed Payment Schedule Total Tax due
PM Solution 2016 Version 8.1 (21/03/2016)
  • Major product update for 2016 Individual & Partnership Tax Returns including R40 Claim for Repayment
  • Has passed the HMRC 2016 test case recognition process for Individual & Partnership Tax Returns
  •     Note: 2016 Trusts will be released mid-April together with the finalised FTSE-350 dividend database
  • Now possible to create Organisations by a direct search on the Companies House database
  • Updated, fresher looking Interface. Note, this is a user option and turned ON by default. Go to Administration->Tools->Options for this Computer to change.
  • Plus a whole host of other updates and improvements
PM Solution 2015 Version 7.6 (01/11/2015)
  • Update of CWF1 form
  • Update of SA and CT Tax Office Addresses
  • Added SA108 (Capital Gains) Consolidated Gains in the Year boxes to backing schedule report
  • Inclusion of CT2015 Taxonomy in preparation for CT Solution Integral (a non-Excel based Corporation Tax option)
  • Fix to Partnership tax return print box – Gross element of 7.15 (National Savings Interest)
  • Internal Use notes field added to R40 form
PM Solution 2015 Version 7.5 (09/09/2015)
  • Further improvements to the document scanning features
  • Extended permitted character set for incorporated organisations to match Companies House rules
PM Solution 2015 Version 7.4 (01/08/2015)
  • Corporation tax returns can now use CT600 v3 Forms (for APs starting on or after 1 April 2015)
  • Improved document scanning process to use both TWAIN and WIA interfaces
  • System option added to restrict users to viewing just the clients for which the user is a “Responsible User” (User request)
  • Added “Non-Acting” client status to enable Directors, Partners etc. to be added to the client database without affecting the various status reports for SA returns, etc.
  • Updated HMRC forms SA1, SA400, SA401, SA402 and CWF1
  • Removed discontinued HMRC form CF10
  • Now possible to specify tax return issue date (User request)
  • SA103F total disallowable expense box enabled when entering consolidated figures
PM Solution 2015 Version 7.3 (21/04/2015)
  • Now Includes Trust Tax Returns and associated functionality for 2015 Tax Year
  • Has passed the HMRC 2015 test case recognition process for Trust Tax Returns
  • Inclusion of a comprehensive FTSE350+ dividend database for tax year ending 5 April 2015
  • HMRC help sheets are now links to HMRC’s new online help sheet repository
  • Lloyds forms use of dividend database is now calendar year based, not tax year based
PM Solution 2015 Version 7.2 (29/03/2015)
  • Major product update for 2015 Partnership Tax Returns
  • Has passed the HMRC 2015 test case recognition process for Partnership Tax Returns
  • Note: 2015 Trusts will be released mid-April together with the finalised FTSE-350 dividend database
  • Added totals (where appropriate) to the backing schedule reports
PM Solution 2015 Version 7.1 (09/03/2015)
  • Major product update for 2015 Individual Tax Returns including R40 Claim for Repayment
  • Has passed the HMRC 2015 test case recognition process for Individual Tax Returns
  • Note: 2015 Partnerships will be released late March and 2015 Trusts mid-April
  • Added notes feature to all tax return summary pages
  • Can now attach files to tax returns with names containing underscores and other non-HMRC permissible characters
  • System now warns if two tax years ago the option was checked to code out underpayment and nothing is entered in underpaid tax coded out box for the current tax year
  • Plus a whole host of other updates and improvements
PM Solution 2014 Version 6.6 (15/12/2014)
  • Announcing the launch of our eagerly awaited fully integrated Accounts Production system
    • Initially ships with templates for Small Companies, Sole Traders, & Micro Entity accounts, including Audit & Accountants Reports
    • Partnership, Small LLPs and Larger Company template to be available in March 2015. Charity template to follow later in 2015.
    • Includes ability to customise copies of the supplied Templates for advanced usage cases
    • Integrates directly with our Corporation Tax solutions and with our Self Assessment solution for Sole Traders and Partnerships
    • Trial Balances may be imported from day-to-day accounting packages (ClearBooks, FreeAgent, Iris, Kashflow, QuickBooks, Sage, VTTransaction & Xero)
    • Includes a Journal entry and reporting system, with a Journal export to ClearBooks, Kashflow, QuickBooks (Desktop), Sage & Xero
    • Accounts may be rolled forward from the previous accounting period, including information associated with the Offices of the accounts
    • HMRC and Companies House accredited and fully iXBRL compatible
    • Installs as a free extended trial which runs until the end of February 2015

  • Further Practice Manager enhancements include
    • Added Client Folders tab to allow advanced document organisation and the import of entire folders. These folders and documents are available for use elsewhere in PM Solution
    • Added ability to Create new Excel, Word and plain text files directly within a Client’s Folders (Excel and Word file creation requires MS Office 2007 or later
    • Now possible to scan documents directly into a Client’s Document or Folders area
    • System option introduced which gives the ability to hide tabs on the Client form which you do not wish to use
    • Capital Gains 2014 validation updated to include EIS/SEIS attributable shares claimed against current year gains. (SA108 Box 13)
PM Solution 2014 Version 6.5 (30/09/2014)
  • Fixed Issue with Companies House submission status update process introduced in version 6.4 - sorry!
PM Solution 2014 Version 6.4 (25/09/2014)
  • It is now possible to publish Client documents to Virtual Cabinet (separate licence required)
  • Companies House submission number generation has been improved to avoid clashes with other systems which file to Companies House
  • Now possible to add new dividends to the system
  • Client key dates have been added back to Client Letter designer and a new Client Initials tag has been added
  • User request: Ability to work on multiple Tasks (e.g. tax returns, etc.) for the same client at the same time
  • User request: Ability to set the Idle Start Threshold as a system option
  • User request: Ability to sort clients by reference number as default, as well as first name and/or surname
  • User request: Agent telephone number no longer mandatory
PM Solution 2014 Version 6.3 (21/04/2014)
  • Client Letters can now make use of Self Assessment Tax Return data.
    We have included July and January repayment reminder letters included as working samples of such letters
  • Trust Tax return now has an additional summary calculation report for 2014 and 2013 tax years
  • Form for Application for Exception from Liability for Class 2 NICs (CF10) now included
  • Inclusion of a comprehensive FTSE350+ dividend database for tax year ending 5 April 2014
  • Sensitive data on reports where Clients and/or Tasks are password protected now have the sensitive data redacted until the password(s) have been entered
  • Update to Client Engagement letter template to reflect new legislation (will affect new downloads only)
  • Improved Drummohr Client standing data import to reduce the number of duplicate clients imported
  • HMRC help sheets updated where appropriate
  • Further update of HMRC Tax Office addresses
PM Solution 2014 Version 6.2 (20/03/2014)
  • Now Includes Partnership and Trust Tax Returns and associated functionality for 2014 Tax Year
  • Has passed the HMRC 2014 test case recognition process for Partnership and Trust Tax Returns
  • Estimated flag has been added to Tax Return Status reports to highlight which returns need further work and/or resubmission
  • Further update of HMRC Tax Office addresses
  • Note: comprehensive FTSE350+ dividend database for tax year ending 5 April 2014 will be released mid April
PM Solution 2014 Version 6.1 (22/02/2014)
  • PM Solution Express has been renamed PM Solution 30 to illustrate the fact that you can now file up to 30 returns per tax year in total comprising any combination of Individual, Partnership and Trust Tax Returns
  • Major product update for 2014 Individual Tax Returns including R40 Claim for Repayment
  • Has passed the HMRC 2014 test case recognition process for Individual Tax Returns
  • Added profit/loss box to UK Property breakdown pages
  • System now warns of earlier submission deadline when a Tax Return has been calculated with tax owed to be collected via PAYE code
  • Update of HMRC Tax Office addresses
  • Fixed bug preventing post 30/12/2013 printing of Tax Returns calculated with tax owed to be collected via PAYE code
  • Fixed intermittent issue with pasting a client address
  • Plus a whole host of other minor updates and improvements
PM Solution 2013 Version 5.5 (25/11/2013)
  • New time logging feature which automatically tracks the time spent on an in built Activity (e.g. Tax Return, 64-8, etc) plus associated new reports
  • Extended Effort Tracking System to permit entry of estimated and actual fee earned for a given Task/Appointment
  • Organisation names can now be up to 100 characters in length
  • Display curtain can now be turned on or off as a machine based option
  • Fixed Capital Allowance issue related to waiving FYAs for single assets with private use
  • Fixed Capital Allowance issue so it is now possible to enter a zero WDV brought forward value for historic asset addition
  • Improved printing of foreign address on tax returns
  • Fixed issue which prevented PDF Accounts being attaching to a Corporation Tax return
  • It is now possible to complete a Task/Appointment from the Pending Events report, etc. for which you are not the responsible user
  • Individual Tax Return Non-Residence form (SA109) now permits the number of visits to the UK to be greater than the number of days spent in the UK
PM Solution 2013 Version 5.4 (09/09/2013)
  • New Effort Tracking System which gives a measure of how much effort each Client and/or Task/Appointment is consuming
  • Added a new report of tax liability/refund due for SA Clients (including R40 submissions)
  • SA Tax Return Status reports now include the latest submission date/status
  • Extended CT tax return status report to show submission date/status and tax liability/refund due
  • Added a new report of Client Compliance dates
  • All reports can now be exported to Excel via CSV files
  • Added a new client type of Private Unlimited Company
  • Can now complete Tasks from the Pending Events report, etc.
  • Icon for "Mark as Posted" to HMRC now makes it more obvious that some forms must be physically posted because HMRC cannot accept them electronically
  • It is now possible to easily copy addresses from one Client record to another
PM Solution 2013 Version 5.3 (14/04/2013)
  • Now Includes Trust Tax Returns and associated functionality for 2013 Tax Year
  • Has passed the HMRC 2013 test case recognition process for Trust Tax Returns
  • Inclusion of a comprehensive FTSE350+ dividend database for tax year ending 5 April 2013
  • HMRC help sheets updated where appropriate
PM Solution 2013 Version 5.2 (22/03/2013)
  • Now Includes Partnership Tax Returns and associated functionality for 2013 Tax Year
  • Has passed the HMRC 2013 test case recognition process for Partnership Tax Returns
  • Amended Organisation name validation to permit extended character set for Corporate client types
  • Now possible to attach iXBRL accounts files with file extensions of xhtml
PM Solution 2013 Version 5.1 (20/02/2013)
  • Major product update for 2013 Individual Tax Returns
  • Has passed the HMRC 2013 test case recognition process for Individual Tax Returns
  • Plus a whole host of other minor updates and improvements
PM Solution 2012 Version 4.5 (28/09/2012)
  • Interim Maintenance Release
  • Companies House application form link now opens new Companies House non-credit account type application form
  • Individual Foreign Income pension form now automatically calculates 10% deduction (can be overwritten if required)
  • Foreign income tax return pages now permit selection of GBR
  • Pending Task list showing no longer shows Inactive and Responsible User checkboxes
  • Record filters on the client screen tabs and query screens improved where dates also include times, e.g. Appointment start date/time
  • Record filters on the client screen tabs and query screens now include further operators “Today or earlier”, “Today” and “Today or later”
  • Fixed issue where Partnership tax return was not warning if AIA was used with a Partnership that has corporate Partners
  • Fixed issue with over-flowing dividend data input report
  • Fixed issue whereby if a Client's new address on an Individual or Partnership tax return had lines 1, 2 and 4 completed only, a tax return would not file
  • Fixed issue with SA1 form New and Edit address buttons being active if the record was in view mode
  • Fixed issue whereby if a Partnership tax return was moved from Completed to In Progress, system would warn user that Partner details had changed even if they had not changed
  • Improved the error message on Individual Capital Gains pages when client only has losses to carry forward
  • Improved the performance of the Bulk Report Generator
  • Recurring Events will now recur even if the Event's responsible user is not the currently logged in user
  • For an Individual Tax Return, it is now possible to enter more Foreign Income items than HMRC permits, but this will result in being forced to file on paper which HMRC may not accept once the paper filing deadline (currently 31st October) has passed
  • Now also checks for Corporation Tax module updates if installed on same computer
PM Solution 2012 Version 4.4 (09/08/2012)
  • Claim for Repayment (form R40) now includes a tax computation and an SA302 style computation report
  • Users may now be set up as non-filing users for specific types of tax returns and/or accounts
  • Client lists may now be restricted to just the clients that the current user is responsible for. The default operation is also a user configurable option
  • Record filters on the client screen tabs and query screens now include further operators such as “Does not contain”, “Not Equal to”, “This Month”, etc.
  • Record filters on the client screen tabs now retain their current state if a different client is selected or if a different tab is selected
  • Added "The Hon" to the list of available client titles
  • All day appointments are now set to “In Progress” when the start date is reached and “Completed” once the appointment is finished
  • Changed event reminder processing to use event due date (rather than event start date) when reporting if an event is overdue and by how much
  • Fixed issue with IRIS data import for Sole Traders and Partnerships
  • Fixed issue where very large amounts of text in the paste buffer could cause performance issues within the Solution Centre
  • Fixed issue with over-flowing dividend data input report
  • Fixed issue whereby if a Client's new address on an Individual or Partnership tax return had lines 1, 2 and 4 completed only, a tax return would not file
  • Fixed issue with SA1 form New and Edit address buttons being active if the record was in view mode
  • Fixed issue whereby if a Partnership tax return was moved from Completed to In Progress, system would warn user that Partner details had changed even if they had not changed
PM Solution 2012 Version 4.3 (18/04/2012)
  • Launch of HMRC accredited Trust Tax Returns for 2012 tax year
  • Inclusion of a comprehensive FTSE350+ dividend database for tax year ending 5 April 2012
  • Added system option to default new tax returns to not use PAYE codes to collect underpaid tax
  • Added a warning for tax case where liability is low enough to be paid via PAYE code but PAYE income may not be sufficient to cover the liability
  • Final versions of HMRC forms and notes added for 2012 tax year
  • HMRC help sheets updated where appropriate
PM Solution 2012 Version 4.2 (22/03/2012)
  • Has passed the HMRC 2012 test case recognition process for Partnership Tax Returns
  • R40 form updated to recently released 2012 version
  • SA303 now available for 2012 tax year
  • Annual Client Tax Questionnaire report function updated for 2012
  • Fixed rare issue with Word hanging on client letter print
PM Solution 2012 Version 4.1 (05/03/2012)
  • Major product update for 2012 Tax Return year
  • Has passed the HMRC 2012 test case recognition process for Individual Tax Returns
  • HMRC Tax Office codes and addresses updated
  • Plus a whole host of other minor updates and improvements
PM Solution 2011 Version 3.5 (04/12/2011)
  • Comprehensive Client data export facility introduced
  • Improved workflow for submissions to Companies House
  • R40 form updated to recently release 2011 version
  • Form for Registering a Partnership for Self Assessment (SA400) now included
  • Form for Registering a Partner for Self Assessment - Individual (SA401) now included
  • Form for Registering a partner for Self Assessment - Organisation (SA402) now included
  • Fixed R40 tax deducted validation issue re boxes 4.7, etc
  • Fixed issue with IRMarks changing when marking tax returns complete – IRMarks are auto-fixed when applying this update
  • Fixed issue where Completed date not being set on Event when a completing a tax return or similar event
  • SA103S (Self employment short) import from VT, SAGE, etc., now puts disallowable 'Car, van & travel expenses' in same box as expenses & un-checks the consolidated box
  • SA108 (Capital Gains), on-line filing exception message introduced for CG breakdown by type not having the same total as the breakdown by date
PM Solution 2011 Version 3.4 (14/09/2011)
  • Filing of Accounts to Companies House live and Authorised by Companies House
  • Tax Return Backing Schedule reports now included in conjunction with more comprehensive default print options
  • Form for Registering an Individual for Self Assessment (SA1) now included
  • Form for Registration for Self Employment (CWF1) now included
  • Further enhancements and improvements to accuracy of client key date fields
  • It is now possible to calculate and print (but not submit) tax returns without a UTR
  • R40 can now be created without a NI number and box 4.1 tax rate corrected to 50%
  • Fixed Individual Tax Return calculation issue relating to Trust dividends taxed at trust rate
  • Fixed capital allowances bug on SA103S where figure was incorrectly going in box 23 instead of box 24
  • Fixed issue with Partnership Trade not-submitting when box 3.72 zero
  • Capital Allowances know how and patent pools now print correctly when no drill down data
  • Excess cross-form validation on SA100 box CAL13 removed
  • Report designers now have “SaveAs” enabled immediately in Edit mode plus fix to Tax Return Covering Letter “SaveAs” problem
  • Query grids now show correct reminder dates
PM Solution 2011 Version 3.3 (23/06/2011)
  • Claim for Repayment of Tax (R40) live for 2011
  • Claim to reduce payments on account (SA303) now included in product
  • Improved Client Data extract process
  • Client screen building and tabs improved
  • New system option to always populate agent details into refund section of tax returns
  • Relaxed Company Registration number validation
  • Fixed calculation bug affecting Individual Top Slicing Relief
  • Fixed Payment on Account automatic reduction process when Payments on Account not required
PM Solution 2011 Version 3.2 (14/04/2011)
  • Launch of HMRC accredited Trust Tax Returns for 2011 tax year
  • Inclusion of a comprehensive FTSE350+ dividend database for tax year ending 5 April 2011
  • Task List report enhanced to enable viewing of other users tasks
  • New client fields and report designer tags added for PAYE Accounts Office, CIS UTR, CT Group Tax Ref. & UTR and Individual client’s Financial Year End
  • Computed payment schedule report amended to reflect POAs which are due but not yet paid, e.g. If producing a tax return before July 31st, POAs due for the forthcoming July 31st will be noted on the payment schedule
  • Added a warning which, when producing a tax return with future dated POAs, will determine if the future POAs may be reduced
  • Added a warning for a partnership with a ceasing trade but whose partners do not have a leaving date
  • Added a warning for someone who is of pension age by the end of the tax year but has not entered state pension figures
  • Added reporting designer tags for payments already made towards a tax return
  • It is now possible to create, calculate and print (but not file) a Tax Return without a UTR
  • Validation added to prevent attachment of files which are too large for HMRC Gateway
  • Fixed possible capitalisation issue with previously entered CGT disposal types and detailed input
  • Roll forward of POAs now carries forward decimals rather than rounding
  • Corrected POA tool tips
  • Trust tax offices added to database
  • HMRC help sheets updated where appropriate
PM Solution 2011 Version 3.1 (21/03/2011)
  • Major product update for 2011 Tax Return year
  • Has passed the HMRC 2011 test case recognition process for Individual and Partnership Tax Returns
  • HMRC Tax Office codes and addresses updated
  • Ability to password protect Client Records to prevent data being viewed by others
  • Additional Client fields to record date of incorporation plus date joined/left practice
  • Plus a whole host of other minor updates and improvements
PM Solution 2010 Version 2.8 (14/01/2011)
  • Update required for compatibility with iXBRL release of CT Solution Express
PM Solution 2010 Version 2.7 (23/12/2010)
  • Claim for Repayment of Tax form (R40) now included
  • Agent Authorisation form (64-8) print enhanced to include client headers as per other tax reports
  • Increased the size of the Client note field to 2,000 characters per note
  • Fixed bug regarding the non-population of Agent Details on the tax return forms
  • Fixed submission bug regarding Other untaxed foreign income on the full Partnership pages of the individual tax return (SA104F)
  • Client charity numbers no longer required to have a 2 character prefix
PM Solution 2010 Version 2.6 (30/11/2010)
  • Agent Authorisation form (64-8) now included
  • Bulk creation of Client reports
  • Report designer now has tags for client key date fields, tax return related items and the ability to add page breaks
  • Capital Allowance Calculator enhanced to include all asset pool types
  • Individual Capital Gains pages enhanced to allow for zero disposal proceeds and correct treatment of boxes 11, 12 & 13
  • Detail trade fields now optional for low turnover Partnership and Trust trades
  • Improved interaction between Partnership and Partners tax returns
  • It is now a system option to withhold Agent Details from Tax Returns
  • Client charity numbers may now be prefixed with SC (for Scottish Charities)
PM Solution 2010 Version 2.5 (23/09/2010)
  • PM Solution 2010 Launched
Income Tax Calculator
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Online Account Filing
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BTC Accountancy Software
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Business tax software
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