Tax

Faster, More Accurate
Tax Workflows.

No Disruption, No Delay. Eliminate admin. Improve accuracy.
Submit on time, every time.

Practice Gateway’s Tax Solution automates tax prep from client data collection through to submission. It saves time, reduces errors, and ensures compliance, without disrupting your current workflows or existing systems.

Seamless integration with

Tax Software integrations
HMRC Integration
Automated Filing
Global Mobility tracking
Gift Aid on-the-go
US Tax
Trusts & Partnerships
Tax Software integrations
HMRC Integration
Automated Filing
Global Mobility tracking
Gift Aid on-the-go
US Tax
Tax Software integration
HMRC Integration
Automated Filing
Global Mobility tracking
Gift Aid on-the-go
Tax Software integration
HMRC Integration
Automated Filing
Global Mobility tracking
Gift Aid on-the-go
Tax Software integration
HMRC Integration
Automated Filing
Global Mobility tracking
Gift Aid on-the-go

Tax season’s hectic.
The paperwork doesn’t have to be.

As tax automation software built specifically for accountancy firms, Practice Gateway’s Tax Solution simplifies tax season and smooths the workload of the team come peak times. From data and document collection to submission prep, everything is automated in one secure, efficient platform, allowing your team to focus on delivering accurate, timely results.

Before Practice Gateway

After Practice Gateway

Manual document chasing

Auto-reminders + guided client checklists

Double entry between systems

Seamless data sync with your familiar tools

Missed deadlines, pressured filings

Forecasted workloads, on-time submissions

Compliance uncertainty

Automated tax compliance checks, audit-ready filings

Time lost to admin

More time for advisory and client-facing work

Not ready for MTD

Making Tax Digital ready

MTD

Automate digital tax submissions to stay compliant with Making Tax Digital.

Global Mobility Calendar

File directly with HMRC, ensuring real-time data sync and full tax compliance.

See the status - WIP

View all the WIP in one place and know what work needs attention

Gift Aid On-the-Go

Simplify Gift Aid claims with mobile-friendly, compliant submission tools.

  • Automatically pull in prior-year data to speed up preparation
  • Pre-filled forms and smart document extraction reduce manual entry
  • Automated validation checks highlight missing or incorrect data
  • Upload, verify, and categorise client tax info in seconds
  • Digitally signed documents ensure secure and fast submissions
  • Clients get clear checklists and submit documents through a secure portal
  • Automated reminders keep things moving without your team having to chase
  • Each reminder is customisable, making automated communication feel one-to-one
  • Everything stored in one place: completely traceable, fully accessible
  • The result? Faster turnaround and fewer delays.
  • Stay compliant with MTD, minus the manual work
  • Collect and submit digital tax information quickly, accurately, and securely
  • File directly to HMRC with zero disruption to your team or tools
  • View every return’s status at a glance
  • Catch bottlenecks early and manage deadlines with ease
  • Automations and dashboards enhance your ability to better forecast workloads
  • Intelligent data extraction reduces rework and human error
  • Real-time dashboards create visibility across every return
  • No re-keying between platforms, everything syncs
  • Seamless integrations with leading tax and compliance systems like HMRC, IRIS, and CCH
  • Smooth the stress of a busy tax season through reduction of manual effort and automatic filings
  • Analytics + Power BI integration highlight inefficiencies and opportunities
  • See how your team is performing, pinpoint inefficiencies, and make continuous improvements with real-time data and insights.
  • More time for advisory work = more billable hours

Save Time. Meet Deadlines.
Reduce Stress.

Cut up to 70% of time spent on tax returns. Improved turnaround times and happier clients. Improved tax reporting accuracy and fewer manual handovers.

Tailored to Every
Role in Your Firm

Practice Gateway’s tax automation is designed to provide value across the team, ensuring seamless collaboration and efficiency.

Connect the Tools You Already Use

Serious Security for
Sensitive Tax Data

Bank-level encryption and Microsoft Azure infrastructure.
Role-based access control to protect client info.
Fully GDPR-compliant with secure data handling, traceable document management, and audit-ready features.

“The portal ensures everything is traceable. No lost documents, no compliance guesswork.”

Current Client

Ready to Make This Your
Easiest Tax Season Yet?

Let’s talk through your current process and see where Practice Gateway could save you time and stress, create more efficient ways of working, and set your firm up for the future, without disrupting your team or current work processes.

Let’s Talk