1. Finish the year's books
Post the year's documents and categorise its bank lines first. A year with nothing posted still opens, but every figure reads zero.
2. Open the pack
Go to Accounting, then Income Tax. A sole trader sees Income Tax (Form 11). A limited company sees a CT1 pack here instead. Pick the tax year: the page offers this year and the four before it, and opens on the last completed year.
3. Read the pack
It has four parts:
- the taxable trade income walk: your profit, adjusted for tax
- an estimate of income tax, USC and PRSI
- Extracts From Accounts, mapped to Form 11 lines 124 to 168
- Saved returns, a register of what you've saved
The figures recalculate from your books every time you open the page, so they move as you post more.
4. Check add-backs and capital allowances
Make sure expenses that aren't tax-deductible are flagged, and your capital allowance inputs are confirmed. Both feed the adjusted profit.
5. Save a draft
Click Generate draft. Capisso saves a snapshot of the whole pack for that year. There's one draft per year, and generating again overwrites it with the latest figures.
6. Download the pack
Click Download pack (CSV) for a spreadsheet named for the year, such as form11-2025.csv. It lists each Form 11 line with its amount, then the headline figures: add-backs, adjusted net profit (line 108(a)), capital allowances, taxable trade income and the estimated liability.
7. Key it into ROS, then mark it filed
Enter the figures on ROS and submit your Form 11 there. Back in Capisso, press File on that year's row in Saved returns. This records that you've submitted it and freezes the saved figures, so they always match what you sent. A filed year can't be regenerated.
Help articles in the app
- Generating a Form 11 draft
- Understanding the adjusted-profit walk
- IT, USC and PRSI estimates explained
- The tax add-back (disallowable) flag for Form 11
- Confirming the capital allowance inputs
- Downloading the Form 11 pack (CSV)
- Marking a Form 11 as filed