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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: 2229
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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: 2219
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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: 2180
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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: 2169
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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: 2128
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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: 2123
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The company Registration number entered in the Accounts does not match the registration number on the CT600
If you receive this error message it means that either the downloaded file is corrupt or it contains special characters that HMRC can't read. Corrupt file If you opened the downloaded file and then used File > Save As, it might be corrupt. The correct way to save a downloaded file is to...
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31 Mar, 2017
Views: 2092
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HMRC Filing Exclusions and Special Cases 2021/22
HMRC Filing Exclusions 2021/22 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: 2090
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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: 2090
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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: 2018
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#3314 Inconsistent duplicate fact values (Bus: NameEntityAuditors) when filing my corporation tax (CT600) return
If you encounter the below error message, it means that there is a discrepancy in the information presented in the iXBRL tagging of the accounts for the Auditors name. If you are using the TaxCalc application to generate your financial statements, you will need to review the Auditors...
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08 Nov, 2021
Views: 1996
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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: 1987
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How to import/restore tax return files when moving from the personal to practice interface?
Your tax returns are still present within your folder structure. The practice version of TaxCalc utilises a database to store your data instead of individual tax return files. You simply need to import your returns into the database. Locate your Tax return files. Before starting ensure you know...
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29 Mar, 2022
Views: 1980
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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: 1963
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HMRC Filing Exclusions and Special Cases 2024/25
HMRC Filing Exclusions 2024/25 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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22 Jul, 2025
Views: 1948
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