Knowledge Base - TaxCalc

	How do I create Charity accounts in TaxCalc? From version 16.5.460 of TaxCalc we introduced the option to create SORP compliant accruals accounts for Charitable Companies (Limited by Guarantee),...
	02 Oct, 2025 Views: 545

	How does eSigning work with TaxCalc Document Manager? When you need formal approval from your client, simply use TaxCalc eSign Centre to pack your documents into an eSign envelope and send for signature....
	02 Oct, 2025 Views: 1639

	eSign Envelope Protection Options When creating or editing an eSign envelope, users can choose between two available protection options: Advanced Electronic Signature (OTP) ...
	02 Oct, 2025 Views: 811

	Assigning the Hub Admin role to another user During the initial installation of TaxCalc, a superior administrator role is created called Hub Admin and this is assigned to the username admin. ...
	02 Oct, 2025 Views: 312

	How do I create a client portfolio? Before you can establish a client portfolio for different users within Practice Manager, you need to make sure that the users have been set up...
	02 Oct, 2025 Views: 2100

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	TaxCalc Release Notes 2025 Below are the Release Notes for TaxCalc 2025 releases. Click to see the Release Notes for 2013-2016 > 2017 > 2018 > 2019 > 2020 >...
	19 Aug, 2025 Views: 197285

	What is a 1046 authentication error? When you receive a 1046 error message in TaxCalc (as shown above) after attempting to file tax return, it will be due to one of the following: ...
	13 May, 2025 Views: 135154

	Update to refunds made by HMRC On 1st April 2015, HMRC updated their system to change the way they allocate repayments of overpaid tax. HMRC will only process the refund using...
	14 Feb, 2023 Views: 108358

	Useful HMRC links and contact numbers Personal Tax How to pay HMRC – Different ways to pay your Income Tax or Capital Gains Tax Online Services Helpdesk – Help signing up for...
	28 Jun, 2017 Views: 101705

	How do I download TaxCalc? To download and install TaxCalc on a new computer, or update it on a computer that already uses TaxCalc, we recommend viewing our video tutorial...
	25 Oct, 2022 Views: 85034

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