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How do I import data from SA800 to SA104 Partnership Pages (Practice User)
If you're completing an Individual return where you have also prepared a partnership return, you can import the data into the SA104 pages in the tax return by following these steps. Firstly, you need to ensure that all of the required data is included within Practice Manager. Please check that...
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24 Sep, 2024
Views: 2633
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How does the CT600 calculate tax for a period that straddles 1 April 2023 with the 25% main rate change?
From 01/04/2023, HMRC have increased the main rate of corporation tax from 19% to 25%. The small profit rate of 19% remains for *companies with profits under £50,000. *Small profit rate is not available from 1 April 2023 for Close investment-holding companies Non-UK resident companies ...
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13 Mar, 2024
Views: 2585
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How does TaxCalc import dividend income from Accounts Production onto the Corporation tax return (CT600)?
The treatment of dividend income received and where this information should be declared on the corporation tax return will depend on whether certain criteria is met (as laid out in the legislation here) which confirms some dividends/distributions are chargeable to corporation tax whilst others are...
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05 Dec, 2024
Views: 2562
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Why hasn't my return been updated on the HMRC website?
It usually takes 48 hours for HMRC to update its website after you file a return using TaxCalc. If you log into the HMRC website after this time, it will say that the return has been filed. If it hasn't been updated after 48 hours, call HMRC helpdesk on 0300 200 3600 and give them your IR Mark,...
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14 Jan, 2021
Views: 2561
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How do I upgrade my TaxCalc practice software?
To understand some of the terms used on this page please read What is the difference between renewing, upgrading and updating my TaxCalc practice software?. You can upgrade your TaxCalc Tax Return Production or Accounts Production package to a different one at any time. If you're within 30 days...
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12 Feb, 2020
Views: 2544
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I can't import partnership profits to individual return
If you can't import partnership profits to an individual return, make sure that the two are linked in the partnership return: Launch Practice Manager. Select partnership return. Right click; Open In> Tax Production> Open. Click on Add New Partner. Enter details for the new...
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07 Feb, 2020
Views: 2530
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How do I use TaxCalc's Encrypted PDF tool?
Encrypted PDF is an add-on product provided by TaxCalc, that allows a return to be saved as a PDF document and then encrypted with a password. This encrypted PDF document will not open until the correct password has been entered. As the password is hard coded into the document itself, it will be...
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23 Oct, 2019
Views: 2525
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How do I use the Annual pension allowance details wizard for defined benefit schemes
How do I use the Annual Pension Allowance details wizard for defined benefit schemes? Whilst our wizard refers to terminology for defined contribution pension schemes, it can be used to determine the annual allowance and any resulting pension tax charge for defined benefit schemes (also known as...
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24 Feb, 2026
Views: 2479
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On an R40, where do I report interest from an authorised unit trust (AUT) or an open-ended investment company (OEIC)?
You should report interest from an authorised unit trust (AUT) or an open-ended investment company (OEIC) in the following boxes: Box 3.1 – net interest paid by AUTs and OEICs. Box 3.2 – the tax deducted from this interest. Box 3.3 – the gross amount of interest. Box 3.6 – dividends...
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15 May, 2015
Views: 2457
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Using the Transition Profit wizard from 2024/25: Worked example
When processing the information for the 2024/25 tax year, the Basis Period Reform will have already taken place. If you are unfamiliar with the rules surrounding this, it is recommended that you review the information enclosed in this HMRC webpage. If you previously reported either partnership...
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02 Sep, 2025
Views: 2443
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Can I submit the SA200 short tax return in TaxCalc?
You can't submit the SA200 short tax return in TaxCalc but you can use the longer SA100 tax return. You can file an SA100 either: on paper by 31 October or online by 31 January. TaxCalc will calculate any liability or repayment due, saving you time and ensuring you are aware of any...
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02 Mar, 2018
Views: 2394
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How do I enter creative tax credit on my CT600?
Creative industry tax reliefs are a group of tax reliefs that allows qualifying companies to increase their amount of allowable expenditure and thereby reduce the corporation tax liability. In case the company incurs a loss during the period, you will be able to a surrender this loss and convert...
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23 May, 2023
Views: 2379
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What do I do if a provisional field validation message appears but there are no provisional fields?
If you receive a provisional field validation message when there are no provisional fields, you need to un-mark the return as provisional. SimpleStep mode (SA100) Select Other Information from the left-hand menu. Un-tick the second box 'Any of the figures you have given are provisional'. ...
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23 Mar, 2021
Views: 2321
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How do I encrypt or password protect my tax return?
If you want to encrypt or protect your tax return so that it can only be read using a password, follow these steps: Open the tax return. Go to File > Password Encryption. Read the introduction text carefully. Set a new password as required. Save the return. When you next open the tax...
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07 Feb, 2020
Views: 2321
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How do I apply the Scottish tax rate to my return and what impact does this have?
When using TaxCalc, the tax return should automatically have the tax rate applied based on the postcode of the address on the return. Therefore the return will automatically apply the Scottish rate if there is a Scottish postcode. If this doesn't happen, please ensure that you are running the...
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25 Mar, 2025
Views: 2278
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