Taxfiler by IRIS is a leading UK tax and accounting software trusted by professionals to manage HMRC compliance, VAT submissions, and payroll. This Taxfiler Training equips learners with expertise to navigate the platform, automate tax workflows, and adhere to Making Tax Digital (MTD) regulations. Designed for accountants, bookkeepers, and tax advisors, the course covers UK-specific tasks such as Self Assessment tax returns, corporation tax computations, and CIS (Construction Industry Scheme) reporting, ensuring alignment with HMRC standards.

Participants gain hands-on experience in setting up client accounts, reconciling transactions, and generating real-time tax reports. Real-world scenarios include managing MTD-compliant VAT submissions, handling payroll year-end (P60s/P11Ds), and resolving HMRC enquiries. Ideal for roles in accountancy practices or corporate finance teams, this training ensures confidence in delivering accurate, efficient tax services for SMEs and large enterprises.

Enhance your accounting expertise through innovative, entrepreneurial and creative modules

Undertake an optional marketing placement to boost your career progression prospects

Why should I choose this Taxfiler training?

Accredited Taxfiler certification recognised by UK employers.
Hands-on practice with Taxfiler’s 2024 UK edition.
Expert tutors with 10+ years of UK tax experience.
Flexible online learning with 24/7 software access.
Updated content on 2024 MTD Income Tax and VAT changes.
Dedicated job support, including CV and interview prep.

This course focuses on UK-specific tax workflows, blending Taxfiler proficiency with HMRC compliance. Employers prioritise candidates skilled in MTD submissions and CIS reporting, making this training essential for roles in tax advisory, payroll, or accountancy practices.

Course breakdown

Module 1

Module 2

Module 3

Module 4

Taxfiler Setup & Basics

Navigating Taxfiler’s dashboard and client management tools.

Setting up HMRC-approved VAT and MTD schemes.

Configuring client accounts (sole traders, limited companies).

Bank feed integration and transaction reconciliation.

Customising tax codes and nominal ledgers.

User permissions and GDPR-compliant data security.

Backing up and restoring Taxfiler data.

Tax Compliance & Submissions

Preparing MTD-compliant VAT returns (9-box submissions).

Filing Self Assessment tax returns for individuals.

Corporation tax computations (CT600) and payment deadlines.

CIS returns for construction industry contractors.

Managing tax payments on account and refunds.

Handling HMRC enquiries and dispute resolution.

Submitting EC Sales Lists and Intrastat reports.

Payroll & Year-End Reporting

Setting up payroll for employees and directors.

Calculating PAYE, NICs, and pension contributions.

Auto-enrolment submissions (NEST, NOW Pensions).

Generating P60s, P11Ds, and P45s.

Submitting Real Time Information (RTI) reports.

Managing statutory payments (SSP, SMP, SAP).

GDPR compliance in payroll data handling.

Advanced Tax Planning & Reporting

Tax-efficient strategies for sole traders and limited companies.

Capital allowances and R&D tax relief claims.

Partnership tax returns and profit allocations.

Trust and estate tax reporting.

Advanced CIS scenarios and subcontractor management.

Integrating Taxfiler with IRIS Practice Management.

Troubleshooting common Taxfiler errors.

Key information

Accredited Taxfiler certification enhances career prospects.

Master MTD VAT, payroll, and corporation tax workflows.

Skills aligned with ATT (Association of Taxation Technicians) standards.

Flexible learning with lifetime access to updates.

Practical assignments using real client case studies.

Free templates for tax returns and HMRC correspondence.

Networking with UK tax professionals via IRIS forums.

Support and Assistance

When you enrol in the online Taxfiler Course, you can communicate with our trainers and student support services. This will allow you to ask questions and receive help as needed. Connecting with the trainers and support services can enhance your learning experience and ensure your success in the program. Our friendly support team want you to succeed in your training and achieve the best possible grade.

The student support team is full-time and available to help all students. They offer support services through email, live chat, WhatsApp group, and telephone. You can reach out to them for assistance. They are available through various communication channels. Online Taxfiler Training is compatible with all primary internet browsers, search engines, and mobile devices. You need a good internet connection.

Our trainees have successfully transitioned into fulfilling accounting careers, thanks to the comprehensive training for Taxfiler and support provided by Professional Careers Training & Recruitment.

Work placements

Work placements are vital for gaining real-life experience and for building your confidence and skills before you finish your course – and they may even lead to a job when you complete the certification. Our HIRED team can help find the ideal placement for you.

Job Roles After Training:

Tax Accountant: £30,000–£55,000
Payroll Manager: £35,000–£50,000
Bookkeeper: £22,000–£35,000
Tax Compliance Officer: £28,000–£45,000
Practice Manager (Accountancy Firm): £40,000–£70,000

100% of our candidates secure roles within 3 months

Frequently Asked Questions

Prerequisites?

Basic accounting knowledge; no prior Taxfiler experience needed.

Software version?

The training uses Taxfiler 2024 (UK edition).

Course duration?

Self-paced; average completion in 8–12 weeks.

Certification validity?

Lifetime, with free updates for major software changes.

Job support?

Includes CV templates and interview role-plays.

HMRC compliant?

Aligned with 2024 MTD VAT and Income Tax rules.

Corporate discounts?

Available for accountancy firms enrolling 3+ staff.