Otis Tax
Confirm whether Otis Tax is right for you (opens in new tab)
What each feature status means
Status
| Ready now |
This feature is ready to use now. |
|
In development
|
The software provider has committed to building this in time for the 2026 to 2027 tax return. |
|
Not included
|
This is not available in this software product. |
Software features
Features provided
| Free version |
Not included
|
| Software that creates digital records |
Not included
|
| Software that connects to your records (bridging software) |
Ready now |
| Agent software |
Not included
|
| Individual software |
Ready now |
| HMRC Assist (Submission Feedback) |
Ready now |
| Standard update period (6 April to 5 April) |
Ready now |
| Calendar update period (1 April to 31 March) |
Ready now |
What you need for your quarterly updates
You’ll still need to send these income sources in your tax return.
Business income sources
| Sole trader |
Ready now |
| UK property |
Ready now |
| Foreign property |
Ready now |
What you need for your tax return
Other income sources and items
| UK interest |
Ready now |
| Employment (PAYE) |
In development
|
| UK dividends |
Ready now |
| State Pension income |
Not included
|
| Private pension incomes |
Not included
|
| Partner income from a partnership |
Not included
|
| Foreign dividends |
Ready now |
| Foreign interest |
Ready now |
| Private pension contributions |
In development
|
| Construction Industry Scheme |
Not included
|
| Charitable giving |
Not included
|
| Capital Gains |
Not included
|
| Student Loan |
In development
|
| Marriage Allowance |
Not included
|
| Voluntary Class 2 National Insurance |
Not included
|
| High Income Child Benefit Charge |
Not included
|
Software specifications
-
Software type
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Web browser
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Compatible with
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- Microsoft Windows
- Mac OS
- Linux
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Language
-
English
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