Knowledge Base - TaxCalc

	HMRC Filing Exclusions and Special Cases 2025/26 HMRC Filing Exclusions 2025/26 Exclusions have arisen due to the previous introduction of additional allowances and bands for certain types of...
	19 Mar, 2026 Views: 2169

	How to create a Mailing List in Communications Centre Go to Communications Centre. Select Mailing Lists from the left-hand menu. Click Create mailing list. Enter the Name and Description of the...
	18 Mar, 2026 Views: 18

	How do I create a Mailing List using a Data Mine? Types of Mailing Lists that can be created: Client type (e.g. all individuals) Age (e.g. with a DoB greater than x) Relationship type (e.g. Is a...
	18 Mar, 2026 Views: 979

	How to use the ‘Period date filter’ in the Client Report The Report Customisation page of the Client Report contains categories for Annual Accounts and Corporation Tax columns. When either category is...
	18 Mar, 2026 Views: 566

	Bulk Creating Work Using the Bulk Service Wizard means you can allocate and update existing services with specific fees and job templates. You can also activate jobs...
	18 Mar, 2026 Views: 1160

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	TaxCalc Release Notes 2026 Below are the Release Notes for TaxCalc 2026 releases. Click to see the Release Notes for 2013-2019 > 2020-2024 > 2025 Please note we phase...
	13 Feb, 2026 Views: 208092

	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: 139876

	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: 112200

	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: 107659

	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: 93296

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