Guidance

Self Assessment Online: commercial software suppliers

Updated 31 March 2017

The commercial software suppliers can submit one or more elements of the tax return and supplementary pages to HM Revenue and Customs (HMRC).

In each case, HMRC will accept valid tax returns, supplementary pages and attachments for the products listed.

HMRC can’t recommend or endorse any one product or service over another and will not be responsible for any loss, damage, cost or expense in connection with using this software.

 123 e-Filing Limited

Suppliers name Telephone number
123 e-Filing Limited 0330 111 6800
For agents For individuals
Yes Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
123 SA100 Solution All except SA102M, SA103L, SA106 and SA107 Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
123 SA800 Solution SA800, SA801,SA802 and SA804 Yes Yes

 3CPE Limited (taxforward)

Suppliers name Telephone number
3CPE Limited (taxforward)  
For agents For individuals
No Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
taxforward SA100, SA102, SA103F, SA105, SA110 No No

ABC Self Assessment Ltd

Suppliers name Telephone number
ABC Self Assessment Ltd 03302 233905
For agents For individuals
No Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
ABC Self Assessment All except SA103L Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
ABC SA800 All Yes Yes

Ablegatio (Ftax)

Suppliers name Telephone number
Ablegatio (Ftax) 01225 800422
For agents For individuals
Yes Yes

Individual (SA100)

Product name Schedules supported Attachments supported Agents only Amendments supported
Ftax Individual All Yes   Yes
Ftax Partnership All Yes   Yes
Ftax Company All Yes   Yes
Ftax Trust All Yes   Yes
Ftax Agent Individual 10 All Yes Yes Yes
Ftax Agent Individual 50 All Yes Yes Yes
Ftax Agent Individual 250 All Yes Yes Yes
Ftax Agent All Yes Yes Yes
Ftax Practice All Yes Yes Yes
Ftax Professional All Yes Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Agents only Amendments supported
Ftax Partnership All Yes   Yes
Ftax Agent Partnership 5 All Yes Yes Yes
Ftax Agent Partnership 20 All Yes Yes Yes
Ftax Agent Partnership 200 All Yes Yes Yes
Ftax Agent All Yes Yes Yes
Ftax Practice All Yes Yes Yes
Ftax Professional All Yes Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Agents only Amendments supported
Ftax Trust All Yes   Yes
Ftax Agent Trust 2 All Yes Yes Yes
Ftax Agent Trust 20 All Yes Yes Yes
Ftax Agent All Yes Yes Yes
Ftax Practice All Yes Yes Yes
Ftax Professional All Yes Yes Yes

Absolute Topup

Suppliers name Telephone number
Absolute Topup 01869 255797
For agents For individuals
Yes Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
Topup Tax All except Parliamentary Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
Topup Tax All Yes Yes

ACCTAX (Online) Ltd

Suppliers name Telephone number
ACCTAX (Online) Ltd 01582 253979
For agents For individuals
Yes Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
Selftax All except SA102M, SA103L, SA106 and SA107 Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
Selftax SA800, SA801 and SA804 Yes Yes

Acorah Software Products Ltd (TaxCalc)

Suppliers name Telephone number
Acorah Software Products Ltd (TaxCalc) 0345 5190 882
For agents For individuals
Yes Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
TaxCalc All Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
TaxCalc All Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Amendments supported
TaxCalc All Yes Yes

Aegia Cloud Systems Ltd (Gbooks)

Suppliers name Telephone number
Aegia Cloud Systems Ltd (Gbooks) 0845 094 7799
For agents For individuals
Yes No

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
gbooks personal tax All except MPs Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
gbooks personal tax All Yes Yes

Ajaccts Software

Suppliers name Telephone number
Ajaccts Software 0790 8179 574
For agents For individuals
Yes Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
Ajaccts All except SA102M, SA103L, SA106, SA107, SA109 Yes Yes

Andica Limited

Suppliers name Telephone number
Andica Limited 0845 643 6500
For agents For individuals
Yes Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
Andica Self Assessment Personal 1 Tax payer All Yes Yes
Andica Self Assessment Personal 5 Tax payers All Yes Yes
Andica Self Assessment Professional 25 Tax payers All Yes Yes
Andica Self Assessment Professional 50 Tax payers All Yes Yes
Andica Self Assessment Professional 100 Tax payers All Yes Yes
Andica Self Assessment Unlimited Tax payers All Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
Andica SA800 Partnership - 1 Partnership All Yes Yes
Andica SA800 Partnership - 5 Partnerships All Yes Yes
Andica SA800 Partnership - 10 Partnerships All Yes Yes
Andica SA800 Partnership - 25 Partnerships All Yes Yes
Andica SA800 Partnership - 50 Partnerships All Yes Yes
Andica SA800 Partnership - 100 Partnerships All Yes Yes
Andica SA800 Partnership - Unlimited Partnerships All Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Amendments supported
Andica SA900 Trust and Estate - 1 Trust All Yes Yes
Andica SA900 Trust and Estate - 5 Trust All Yes Yes
Andica SA900 Trust and Estate - 10 Trust All Yes Yes
Andica SA900 Trust and Estate - 25 Trust All Yes Yes
Andica SA900 Trust and Estate - 50 Trust All Yes Yes
Andica SA900 Trust and Estate - 100 Trust All Yes Yes
Andica SA900 Trust and Estate - Unlimited Trust All Yes Yes

Basetax Ltd

Suppliers name Telephone number
Basetax Ltd 0800 002 9069
For agents For individuals
No Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
Basetax All No No

BTCSoftware Limited

Suppliers name Telephone number
BTCSoftware Limited 0800 612 7650
For agents For individuals
Yes No

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
BTC SA Solution All Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
BTC SA Solution All Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Amendments supported
BTC SA Solution All Yes Yes

CalCal Ltd

Suppliers name Telephone numbers
CalCal Ltd 03303 500951 (sales/support)
03303 500952 (technical)
For agents For individuals
No Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
CalCal All No No

Capium Ltd

Suppliers name Telephone number
Capium Ltd 020 7060 1199
For agents For individuals
Yes Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
Capium Self Assessment: Individual (SA100) All Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
Capium Self Assessment All Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Amendments supported
Capium Self Assessment: Trust & Estate Tax Return (SA900) All Yes Yes

CCH Software, a Wolters Kluwer Business

Suppliers name Telephone number
CCH Software 0844 5618181
For agents For individuals
Yes No

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
CCH Personal Tax All Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
CCH Personal Tax All Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Amendments supported
CCH Personal Tax All Yes Yes

DC Software

Suppliers name Telephone number
DC Software  
For agents For individuals
Yes Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
SA Submission Pro All Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
SA Submission Pro All Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Amendments supported
SA Submission Pro All Yes Yes

Forbes

Suppliers name Telephone number
Forbes Computer Systems Ltd 01908 584674
For agents For individuals
Yes Yes

Individual (SA100)

Product name Schedules supported Attachments supported Agents only Agent authorisation Amendments supported
ProTax All Yes Yes Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Agents only Agent authorisation Amendments supported
ProTax All Yes Yes Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Agents only Agent authorisation Amendments supported
ProTax All Yes Yes Yes Yes

FreeAgent Central Ltd

Suppliers name Telephone number
FreeAgent Central Ltd 0800 288 8691 or 0131 543 3201
For agents For individuals
Yes Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
FreeAgent SA100, SA102, SA103S, SA103F, SA110 No Yes

GoSimple Software Limited

Suppliers name Telephone number
GoSimple Software Limited  
For agents For individuals
No Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
SimpleTax All except SA103L No Yes

IRIS Software Ltd

Suppliers name Telephone number
IRIS Software Group Ltd 0344 844 9644
For agents For individuals
Yes No

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
IRIS Personal Tax All Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
IRIS Personal Tax All Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Amendments supported
IRIS Personal Tax All Yes Yes

Isokon Limited

Suppliers name Telephone number
Isokon Limited 0207 482 6555
For agents For individuals
Yes No

Trust (SA900)

Product name Schedules supported Attachments supported Amendments supported
Isokon All except SA901, SA901L and SA907 No No

Keytime Objective Ltd

Suppliers name Telephone number
Keytime Objective Ltd 0161 484 3500
For agents For individuals
Yes Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
Keytime Personal Tax 2016 All except SA103L Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
Keytime Personal Tax 2016 All Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Amendments supported
Keytime Trust Tax 2016 All except SA901L Yes Yes

Nomisma Solution Ltd

Suppliers name Telephone number
Nomisma Solution Ltd 020 3021 0081
For agents For individuals
Yes Yes
Product name Schedules supported Attachments supported Amendments supported
Nomisma SA100, SA102, SA103, SA104, SA105 and SA110 No No

PTP Software Ltd

Suppliers name Telephone number
PTP Software Ltd - part of IRIS Software Group Ltd 0344 844 9644
For agents For individuals
Yes No

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
Tax Platform All Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
Tax Platform All Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Amendments supported
Tax Platform All Yes Yes

rfa Ltd

Suppliers name Telephone number
rfa Ltd 01202 890899
For agents For individuals
Yes No

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
pinacle All except SA102M and SA103L Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
pinacle All Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Amendments supported
pinacle All except SA901L Yes Yes

Quality Management Software Ltd

Suppliers name Telephone number
Quality Management Software Ltd 01453 886 735
For agents For individuals
Yes Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
SA2000 All Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
SA2000 All Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Amendments supported
SA2000 All except SA901L Yes Yes

Sage (UK) Ltd

Suppliers name Telephone number
Sage (UK) Ltd 0845 111 11 11
For agents For individuals
Yes No

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
Sage Taxation All Yes Yes
Sage Personal Tax online SA100 - Tax Return, SA101 - Additional Information (limited support), SA102 - Employment, SA103F - Self Employment, SA105 - Property Income, SA110 - Tax Calculation Summary Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
Sage Taxation All Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Amendments supported
Sage Taxation All Yes Yes

Tax Computer Systems Ltd

Suppliers name Telephone number
Tax Computer Systems Ltd 01784 410369
For agents For individuals
Yes No

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
Alphatax All Yes Yes

Taxshield

Suppliers name Telephone number
Taxshield 0870 609 1918
For agents For individuals
Yes Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
Personal Tax Manager All Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
Partnership Tax Manager All Yes Yes

Taxfiler Ltd

Suppliers name Telephone number
Taxfiler Ltd (for agents) 0330 2233 406
Taxfiler Ltd (for individuals) 0330 2233 406
For agents For individuals
Yes Yes

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
Taxfiler All Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
Taxfiler All Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Amendments supported
Taxfiler All Yes Yes

Thomson Reuters

Suppliers name Telephone number
Thomson Reuters 01395 270 311
Thomson Reuters 020 7 375 6726
For agents For individuals
Yes No

Individual (SA100)

Product name Schedules supported Attachments supported Amendments supported
Digita Personal Tax All Yes Yes

Partnership (SA800)

Product name Schedules supported Attachments supported Amendments supported
Digita Business Tax All Yes Yes
Onesource All Yes Yes

Trust (SA900)

Product name Schedules supported Attachments supported Amendments supported
Digita Trust Tax All Yes Yes