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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: 1830
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How do I access the What If? Planner?
The What If? Planner lets you forecast next year's tax bill. To access the planner, follow these steps: Open your individual tax return (SA100). Click on WhatIf Planner from the left hand menu. If you have purchased the What If? add on product and this option isn't available, check the...
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25 Oct, 2022
Views: 1824
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Network Access is Disabled
When submitting a tax return through to HMRC, it can sometimes fail with the message 'Network access is disabled' There are a few reasons for potentially obtaining this error when sending a live submission through the gateway. These include: Proxy Server Firewall/Anti-Virus blocking...
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29 Mar, 2022
Views: 1823
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HMRC Filing Exclusions and Special Cases 2022/23
HMRC Filing Exclusions 2022/23 Exclusions have arisen due to the previous introduction of additional allowances and bands for certain types of income, making the calculation of the tax liability more complex. HMRC systems expect our software to match their method of calculation in order for the...
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30 Nov, 2023
Views: 1808
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SA: How do I enter a balancing charge/allowance on disposal of a capital allowance asset.
To enter a balancing charge/allowance for an asset disposal, follow these steps: Browse to the Capital Allowance section of the chosen return Ensure you are using the calculator and click on Add a new asset. Complete the asset details Note if you have previously cleared the asset value in...
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05 Jan, 2023
Views: 1808
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How do I import joint income between two tax returns (Practice User)?
You can import income from one return to another by following these steps: Open up an SA100 tax return. Select Joint income importing from the left-hand menu. Select Import joint data. Browse and search for the client you want to import the data from. Click on Select. Select the tax return...
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11 Aug, 2015
Views: 1804
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HMRC Filing Exclusions and Special Cases 2020/21
HMRC Filing Exclusions 2020/21 Exclusions have arisen due to the previous introduction of additional allowances and bands for certain types of income, making the calculation of the tax liability more complex. HMRC systems expect our software to match their method of calculation in order for the...
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20 Apr, 2023
Views: 1793
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Age-related allowance
In previous years, if you were 65 or over, you may have qualified for an additional age-related allowance on top of your personal allowance. Unfortunately since 2016/17, there is no additional allowance which can be claimed. See the table below for figures for 2016–17 and previous tax years. ...
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24 Mar, 2025
Views: 1767
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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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26 Jun, 2025
Views: 1739
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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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25 Mar, 2025
Views: 1738
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Can I use Dropbox or other file hosting services to store and share my data? (Practice users)
If you use a stand-alone machine, we recommend that you store your data on the default local database to ensure that all data is stored centrally and securely. However, if you want to share data in a cloud or hosted environment such as Dropbox, you can store data in individual files as with...
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23 Mar, 2022
Views: 1721
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Accrued Income Scheme - entering negative losses
If you have received losses from the Accrued Income Scheme and deeply discounted securities, unfortunately, according to HMRC Exclusion 4 (see link to HMRC Filing Exclusions and Special Cases 2024/25), a negative amount cannot be entered into box 2 of the Lloyds Pages (LU1). Please note, this...
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24 Mar, 2025
Views: 1721
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Where do I enter an averaging adjustment?
To enter an averaging adjustment you need to go into the Full Self Employment pages. SimpleStep mode Go to Your Work > Self Employment > Annualised turnover. Tick the bottom box for Are any of the above true (or do you wish to complete the Full form for any other reason)? Click Next...
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22 May, 2023
Views: 1717
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Annual Investment Allowance 2019 Update
The AIA limit is increased from £200,000 to £1 million for two years from 1 January 2019. This increase has been extended until the tax period falling before 1 April 2023. Transitional rules will apply where there is a chargeable period which spans the 1 January 2019, or 1 April 2023: ...
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29 Mar, 2022
Views: 1714
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How do I use the Batch Filer module?
The Batch Filer module allows you to file SA100, SA800, SA900 and CT600 tax returns in batches instead of individually. You can access Batch Filer from the home screen. The Batch Filer screen will give you details of any previous batches created and break them down by name, number of returns,...
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02 Nov, 2023
Views: 1701
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