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Which box does my mileage figure post to in the wizard?
There are two possible sections in TaxCalc where you can enter the mileage figure. SimpleStep mode: Your Work > Employment > Fringe Benefits > Vouchers, credit cards and excess mileage allowance > Mileage Wizard. OR Your Work > Expenses > Business travel and subsistence...
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06 Jun, 2023
Views: 2939
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Why am I not receiving tax relief for my pension contributions?
You'll only receive additional tax relief on your private pension contributions, entered into your tax return, if you pay tax at the higher rate. Most private pension schemes operate the 'relief at source' method to provide basic rate tax relief on the pension contributions. Where this is the...
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17 Nov, 2025
Views: 2923
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Do I receive tax relief for my Gift Aid payments?
When you make a Gift Aid payment you have to state that you pay enough tax for the charity to claim back the basic rate of tax paid on the donated amount. If you pay the basic rate tax, you won't receive any tax relief. If you're a higher rate taxpayer, you'll receive additional tax relief...
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02 Mar, 2018
Views: 2877
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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: 2869
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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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26 Mar, 2026
Views: 2824
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Importing a Tax Return stored as a file into the Database
TaxCalc defaults the tax returns to be stored in the central database. If you’re using a standalone or network version, you have the option to store your returns either in a local database or in regular files. We do not recommend this as it may cause potential duplication of data, particularly...
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09 Mar, 2023
Views: 2791
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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: 2787
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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: 2785
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MTD Quarterly Filer - Collateral
We have collated all the information you'll need to start submitting quarterly updates to HMRC using MTD Quarterly Filing, as well as information on starting the MTD for income tax process with HMRC. Setting up and using MTD Quarterly Filer Getting started How to submit data Excel...
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28 Apr, 2026
Views: 2742
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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: 2705
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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: 2682
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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: 2664
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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: 2605
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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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26 Mar, 2026
Views: 2582
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Dividend Database, useful information
The links to various articles below will assist in using the Dividend Database Dividend splits and reverse splits will change share holdings in a company. The ‘Useful Information’ articles below clarify how to address this in the dividend wizard. As well as containing other information for...
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11 Jun, 2026
Views: 2511
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