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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: 1924
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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: 1914
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1046 - I am trying to file a limited company tax return (CT600) for myself or friends and family
The best course of action is to attempt the below to verify your account setup and the UTR required for the submission. Step 1: Are you able to successfully log in to the HMRC government gateway portal? TaxCalc has the ability to import the entries for the HMRC User ID and password (if imported...
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29 Jun, 2021
Views: 1901
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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: 1892
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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: 1877
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1046 - I am trying to file a partnership tax return (SA800) for myself or friends and family
The best course of action is to attempt the below to verify your account setup and the UTR required for the submission. Step 1: Are you able to successfully log in to the HMRC government gateway portal? TaxCalc has the ability to import the entries for the HMRC User ID and password (if imported...
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29 Jun, 2021
Views: 1862
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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: 1852
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CGT for non residents
Please see the following instructions below on how to complete the Capital Gains Tax (CGT) pages for a non-resident. The calculations completed on the return (and for capital gains tax) are not affected by the entries within the residence and remittance pages. Therefore if you know that the gain...
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05 Apr, 2023
Views: 1816
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Where do I enter tax deducted for share schemes?
Enter tax deducted for share schemes in the employment pages. Don't complete the share scheme box for taxable amounts that your employer has fully taxed. Normally these amounts are already included in your P60 (or P45 if you've left employment) and these are included in the employment pages. ...
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13 Jul, 2015
Views: 1802
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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: 1794
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Does TaxCalc cater for foreign residency or Dual Tax pages?
Yes, TaxCalc caters for foreign and dual residency pages. The residence and remittance pages have wizards which help you fill the criteria while calculating your tax, so you always know how much you need to pay or are owed. You can calculate your personal allowances by virtue of Double Taxation...
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29 Mar, 2022
Views: 1776
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Information about the Trading/Property allowance
Trading and Property allowance came into effect in the 2017/18 tax year. This effectively means that if your income (before expenses) is less than the £1,000 value, you will no longer have to declare or pay tax on this income. HMRC have published information on their website surrounding the tax...
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09 Mar, 2023
Views: 1775
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Can I submit to HMRC and Companies House at the same time?
Joint filing of accounts to HMRC and Companies House which HMRC offer is exclusive to them at the moment so no third party providers can do this via a tax return submission. Therefore, any third party application would need to file to HMRC and Companies House as part of a separate process. In...
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29 Mar, 2022
Views: 1739
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How to defer class 4 NIC?
Deferring Class 4 NIC From 2015/16, you are no longer able to defer Class 4 NIC. HMRC have changed the rules and if you wish to find out further information, please visit the HMRC website: Defer your National Insurance. However, you may be able to claim a refund for previous tax years. If you...
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05 Apr, 2023
Views: 1737
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Why don’t I have to make payments on account?
You don't need to make payments on account (POA) towards the next tax year if: The total tax due (less Class 2 NIC payment) for this year is under £1,000 Or More than 80% of the tax due is met by income tax deducted at source. Illustrated Example for point 1: POA are not due when the...
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02 Mar, 2018
Views: 1731
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