Income Reporting Module
The Income Reporting module holds two main functionalities that are useful to the user, the ability to create the S17, S18 and SI 03/3297 (ESD) returns that are reportable to the HMRC and to be able to provide a HMRC approved Annual Income Client report that displays all interest, dividend, income distributions, Scrip dividend, Enhanced Scrip dividends and Equalisation payments reportable for that client.
CGiX developed the ability to create the S17, S18 and ESD returns following the magnetic media specification provided by the HMRC. The Annual Client Income Report is not a mandatory requirement from the HMRC, however it is of standard practice for our users that the option is available to be able to retrieve a consolidated tax voucher, supporting schedule and S975 certificate.
The Income Reporting Module is a manageable simple database designed to reduce the time spent on reporting to the HMRC by creating an export function from the database to create the required returns and a client report function to produce various export formats of these reports to be emailed to clients, as well as being able to print these reports and to allow reports to be sent by mail.
Click image to see larger copy