CAD is a comprehensive, multi-year, multi entity database designed to maintain complete capital expenditure records, ensure accurate tracking, reporting and management of large and complex property portfolios and company structures.
Trusted by
Primary users of CAD
Property owners
CAD assists with capital allowances, chargeable gains and deferred tax management. Detailed rollover and holdover tracking ensure claims are never missed.
Property investors
CAD assists with capital allowances, chargeable gains and deferred tax management. Complex contingent gains calculations for year-end tax reporting enabled.
REITs
CAD ensures smooth tracking and audit trail of your capital assets and allowances and makes annual reporting and forecasting of PID a more efficient process.
Key features
Available as a fully hosted SaaS or on-premises solution, offering flexibility, scalability, and secure deployment options to meet organisational needs whilst ensuring optimal performance and compliance.
Interactive wizards guide users through complex processes, including asset disposals, rollover claims and intercompany transfers, simplifying workflows and ensuring accuracy in compliance, reporting and asset management.
Supports multiple user roles, including read-only access for non-tax staff, enabling finance, property and legal teams to explore planning scenarios securely without compromising data integrity or compliance.
Extensive standing data fields make CAD a one-stop shop for all property portfolio related data, providing a single source of truth for accurate, efficient, and comprehensive data access and reporting
A centralised repository for property VAT related data including key dates and secure upload option-to-tax documents, ensuring streamlined compliance, accurate record-keeping, and easy access for reporting and audits.
Provides full access to a dedicated support desk via phone and email, ensuring timely assistance, expert guidance, and a responsive service for troubleshooting and any ongoing user support needs.
Import data seamlessly from almost any source including SAP HANA & Oracle Fusion and COINS, enabling flexible integration and efficient consolidation of critical information for comprehensive analysis and reporting.
Provides monthly web-based updates for tax rates and RPI data, ensuring accurate, current information for compliance, planning, and reporting, whilst streamlining processes and reducing manual effort for finance teams.
Maintains a comprehensive audit trail to support internal and external audit processes, as well as HMRC reporting. Ensures transparency, compliance, and accurate documentation for reviews, reporting, and regulatory requirements.
Exports reports, searches and grids to Excel in just two clicks, complete with formulae, ensuring fast, accurate data availability for streamlined analysis, manipulation and reporting.
Delivers concise, real-time reporting to investors, providing accurate insights and timely updates to support informed decision making and enhanced transparency.
Why companies subscribe
Software inefficiencies
Other proprietary software, not designed for multi-year capital asset tracking, has proved inefficient and not robust.
Property disposals
Disposals and part disposals often demand multiple separate calculations and actions to assess the overall tax impact and to manage tax reporting.
Corporate
disposals
Corporate acquisition due diligence is often undermined due to the inability of the seller to provide robust expenditure records and detailed reporting on future tax liabilities.
Contingent
gains
Difficulty in handling high volumes of data and complex contingent gains calculations for tax reporting at year end when time pressures are at their height.
REIT status
management
Profit-to-financing cost ratio challenges increase the need for real time information on tax consequences in the event of breach.
Dispersed
data
Asset data is often stored in many different places and systems, adding complexities to the annual compliance and audit reporting cycles.
Scenario
modelling
Modelling the potential tax implications of different scenarios is often a time-consuming task due to lack of central repository.
Capital
allowances
Pool balances offer no visibility to the tax written down values of individual properties making balancing charge and allowance calculations difficult.
SBA
management
Difficulty in tracking and modelling the impact of multiple SBA claims on disposal claw back calculations and PID distributions.
REIT PID
forecasts
Difficulty in undertaking multi-year modelling of capital allowances profiles to achieve a smoothing effect for PID distributions.
Chargeable gains & capital allowances capability
Kink tests: Comprehensive support of chargeable gains legislation including April 1965 & March 1982 kink tests.
Multiple part disposals, short leases including s47 TCGA 1992 split computations.
Track allowance claims, such as SBAs, integral features and special rate pools, at property level.
What if? scenario planning calculations across multiple properties and legal entities.
Track multiple inter-group transfers under s171 TCGA 1992 including rolled up s56 indexation, s41 loss restrictions & rollover/holdover.
Clear ring-fencing between REIT and Residual business activities including tracking of the 3-year development rule in CTA2010/S556.
Calculate tax charge liabilities in the event of a breach of conditions within a REIT company.
Track and record dual use asset exemptions to determine any potential corporation tax liabilities under CTA2010/s535.
s41 TCGA 1992 loss restrictions and Structures and Buildings Allowance (SBA) clawbacks.
Supports pre-entry and post-exit period reporting for REIT companies.
Maintain rollover & holdover claims including re-rolled holdover claims.
Transfer taxable gains under s171A TCGA 1992.
Tax reporting for deferred tax capability
Accreditations and
trade body memberships
Are you interested in accurate tax reporting, compliance and planning?
- Speak to one of our experienced directors to arrange a demonstration.
- Specialists in management of property data for audit and calculation purposes.
- Unparalleled commitment to service quality.