The 14-day trial is a nearly fully functioning version of TaxCalc, with some limitations: Anything that is printed will appear with a watermark. You will not be able to file online whilst on a trial period. It is not possible to export any reports to Word/Excel.

This article relates to V2 form of 2006 version of CT600. For the version 3 form, please see the link to 'How to complete the entries of consent V3 2015 form'. If you are completing the group and consortium pages to either claim or surrender losses for group relief, you may have to add a notice...

HMRC are changing the calculation of payments on account when there is a Marriage Allowance transfer. Currently their SA110 notes suggest that payments on account should be calculated on the tax due amount, before applying the Marriage Allowance. The correct process is explained in the below...

The TaxCalc application is now available on Linux for Individual and Standalone practice users. We are currently developing a network version which will be available in the future. As for now, you are able to have a LINUX machine as one of the additional machines if a windows machine acts as the...

You can claim income tax relief on investments in a Seed Enterprise Investment Scheme in SimpleStep or HMRC Forms mode. Go to Tax reliefs and allowances > Relief on investments. Enter the amount in the box labelled Subscriptions for shares under the Seed Enterprise Investment Scheme. Go...

If you receive a message similar to the following when creating a PDF or previewing one, it means that there is an illegal character at the end of the client's name. The character(s) normally show as a space and are most often carriage returns caused by copying and pasting the name from...

To enter multiple entries for Capital Gains Tax on your SA900 return, follow these steps: Go to Capital Gains > CG 1. Enter the figures for gains and losses. If you have different types of disposal, column AA, type Q,U,L,O you may need to split further. Add a further page if you have...

When creating a period for a CT600, you have the option of specifying the period manually or using the existing Accounting Period. To use the Accounting Period dates: Open Practice Manager. Right-click on the client. Select Open in Tax Return Production. Click on New Return. Change the...

If you import your tax return from the previous year, you might see imported text above box 19 of the Additional Information section. This text often relates to data contained within a wizard such as losses, pensions and so on. If this data is not required in the current year, you’ll need to...

In certain instances, customers have reported that they are having difficulties in deleting a CT return from the TaxCalc application. This is specifically in instances where users are on the practice interface and use our Accounts Production module too. We are looking to input additional...

If you've completed the Capital Gains Tax pages in SimpleStep mode, the appropriate disposal, intermediate and final calculations will be in a pdf that's automatically attached to the return. You can view and print all your disposals and the intermediate and final summaries by following these...

If you receive this error message it means that either the downloaded file is corrupt or it contains special characters that HMRC's systems can't read. Corrupt file If you opened the downloaded file then used File > Save As, it might be corrupt. The correct way to save a downloaded file...

Information required by HMRC before submitting claims for all R&D tax relief 1. For accounting periods beginning on or after 1 April 2023, you should check if you need to submit a claim notification form to notify HMRC in advance of your claim. A claim notification form should be submitted...

If your return has one box for profit and another for loss, the loss figure will appear without brackets. Brackets are only used to denote a negative figure when the same box is used for profit and loss.

HMRC publishes a series of toolkits to give guidance on areas where there are frequent errors in tax returns. These toolkits also set out steps you can take to reduce these errors. They are updated every year as required. The toolkits are available on the HMRC website (as PDFs) and cover the...