I would like access tax software, proactive tax systems, tax planning solutions, tax support and topical resources

Sign me up now for Full ProActivTax membership at £328 + VAT (£393.60) per month and access all of the tax tools, tax software, tax suport, tax planning solutions, tax resources, tax systems, and guidance.

Our aim is to help you boost your tax services and we do this in a number of ways;

• Providing systems and resources to help your clients and increase cross-selling opportunities,

• Providing software to help illustrate and sell tax saving opportunities, such as incorporations,

• Bringing you the latest tax planning ideas,

• By connecting you with third parties to help you implement some tax planning ideas,

• By talking through your client issues and sign posting you to the best solutions,

• By helping you promote your services with presentations and clinic days, and

• By proving updates and training for you and your team.

What you have access to under Full membership

As a Full ProActivTax member you have access to everything a Planning member receives plus;

• The new ProActivTax Potentials software (in the cloud), which can be used on PC's, Macs and iPads. The software provides a holistic approach to helping you identify tax savings in various areas for clients and prospects, and easily secure great work and fees from them. The first modules include incorporation reviews for self employed and property reviews for residential property landlords.

• The new Year End Planning Pack for companies and the new Year End Planning Pack for individuals. Both packs include resources to help you encourage your clients to consider tax saving opportunities and where appropriate buy additional serviecs from you.

• The new ProActivTax Tax Tip brochure for clients and the new Tax Tip borchure for prospects. 

• The AVN Tax Software on the dashboard (in the cloud), which can be used on PC’s, Macs and iPads. The software synchronizes the data across all your office machines and ensures that all of your client illustrations and quotes are backed up and available at any time. Each piece of software allows you to value price for your services. The dashboard includes;

  • Incorporation Tax Planner: To identify the potential tax savings on transferring a sole trader or partnership business into a limited company. The software includes powerful ‘what if’ scenarios, allows various planning options, considers cars and cash flow.

  • Remuneration Tax Planner: To identify the most tax efficient solution of rewarding directors/shareholders from their own company. The software can instantly undertake thousands of calculations to identify the optimum combination of solutions and produces various reports to help back up the figures.

  • TimesUp-Your Tax: To help you value price your tax return service and ensure the price is commensurate with the client bringing their information in on time.

• The Tax Version of OnTrack which produces bespoke meeting invitations, meeting agendas, action plans and reports to suit each client and help you cross-sell tax planning and other services.

• The Taxability checklist and marketing resources to help you win new clients

• The tax systems within AVN’s System Builder to help the tax compliance function become more efficient and effective in spotting tax saving opportunities to help your clients, including

  • Income Tax Return system

  • Company Tax Return system

  • Incorporation Tax system

  • Inheritance Tax Health check

  • Dividend system

And everything Planning ProActivTax Members can access

You will also have access to everything a Planning ProActivTax Member has access to, including a wealth of Tax Planning solutions, including;

• Low risk solutions such as Integral Feature Reviews, Research & Development Tax Credit reviews, Grant funding, Patent Box, and Share Option schemes,

• Various personal solutions such as Inheritance Tax planning and Capital Gains Tax planning,

• More advanced solutions such as remuneration planning, and Stamp Duty Land Tax advice, 

• Bespoke tax planning, and HMRC Dispute Resolution.

You have access to a number of planning support systems, including 

• Our Tax Planning system

• Our Tax Risk system

• Our Marketing system and resources

• Our Tax advice guidance 

You have access to a number of our packaged resources, including 

• Our Company Car Review pack

• Our Dividend Impact Review pack.

• Our Property Impact Review pack.

• Our Childcare Voucher Impact Review pack.

• Our Budget Update resource for members.

You also have access to support from the ProActivTax Team, online training, webinars, events and much much more.

Yes please. Sign me up to a more successful tax practice

Find out which ProActivTax membership meets your needs.

Find out more about Planning ProActivTax Membership