SDLT return software, every part built properly
From the first field to the SDLT5 certificate: a guided wizard, a calculator that handles every surcharge, HMRC rule checking, online filing and a full audit trail.
Ten steps that follow the SDLT1
Each step shows which form boxes it fills, so the wizard matches the forms you already know.
About the transaction
SDLT1 boxes 1–8
The property
SDLT1 · SDLT3
Lease details
Only for leases
The buyers
SDLT1 · SDLT2
The sellers
SDLT1 · SDLT2
Tax position
Live calculation
Supplementary
SDLT4 when needed
Agent & certificate
Pre-filled
Validate
Rules + schema
Review & submit
Form-style preview
Autosave as you type
Every change is saved within a second, so nothing is lost if you're interrupted mid-return.
Keyboard-first
Press Enter to move to the next field. Fee earners key returns quickly without reaching for the mouse.
Steps appear when needed
The lease and SDLT4 steps only appear when the transaction needs them.
Postcode checks
Scottish and Welsh land is stopped at the property step, with the correct tax authority named. Address and UPRN lookup is available too.
Multiple buyers, sellers and properties
SDLT2 and SDLT3 counts are worked out for you, with up to 99 parties per return.
Familiar review page
Check the finished return laid out like the SDLT1, box by box, before you submit.
Every rate, surcharge and relief — by effective date
Rate tables are held by date, so a return for a completion two years ago uses the rules that applied then. When a Budget changes the rates, we add a new rate table — there's no software upgrade to wait for.
- Residential rates, including the 2020–21 holiday periods and the 2022–25 nil band
- Higher rates for additional dwellings (3% before 31 October 2024, 5% from that date)
- Non-resident 2% surcharge, applied on top of every band
- Company purchases: higher rates, the 15%/17% flat rate and relief from it
- First-time buyer relief, with the cap and a cliff-edge warning
- Non-residential and mixed use, lease premium and rent NPV at 3.5%
- Linked transactions, and the six-or-more-dwellings election shown both ways
Higher rates for additional dwellings + 2% non-resident. Relief from the flat rate claimed (property rental business).
Checked, submitted and followed to acceptance
Before anything goes to HMRC, the return is checked against HMRC's published business rules and validated against the SDLT 6.3 schema. Then it's sent under your firm's own Stamp Taxes Online credentials, and the response is tracked through to the end.
- Errors use HMRC's rule numbers and link straight to the field to fix
- Optional test run against HMRC's validation service, without filing anything
- HMRC's response is checked automatically, with a live monitor on screen
- HMRC rejections sorted into data, credential and system problems
- Accepted returns are locked, and an identical return can't be sent twice by mistake
- Every message to and from HMRC kept, with passwords removed
Certificates, deadlines and reports
SDLT5 certificate
UTRN, certificate number (IRmark), acceptance time, property and parties. Print it, email the details to the client and mark it as sent to HM Land Registry.
Deadline engine
Red, amber and green deadlines; reminders at 7, 3 and 1 days; overdue penalties explained; unpaid cases flagged at day 11.
Higher-rates refunds
When the previous main residence hadn't sold at completion, the case is flagged with its 36-month refund window, so your client can reclaim the higher rates.
Reports
Returns filed, tax filed, rejection rate, average time to SDLT5 and workload by fee earner — exportable to CSV.
Client documents
A printable band-by-band calculation for the client, an amendment letter template, and a secure document store on each case.
Team and roles
Owner, admin, fee earner, assistant and read-only roles. Assistants can prepare returns; only authorised staff can submit.
Built for regulated firms
Encrypted credentials
Gateway passwords are encrypted, never displayed again and never logged.
Two-factor sign-in
Authenticator-app codes for every user who turns it on.
Append-only audit
Case changes, submissions and document access recorded.
Retention controls
Set how long completed cases are kept — 6 to 15 years.