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How to check the integration between tax returns and Practice Manager data
If you enter any data in a tax return that has not been entered into Practice Manager (or vice versa), you can transfer the new values entered and overwrite the old entries. You can do this by checking the integration of a return. To do this: Open the tax return for a client. Click on the...
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23 Oct, 2019
Views: 280
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Why are the 'Tax Deducted' boxes on a Self Assessment return locked?
Before HMRC brought in new forms, you could enter the actual amounts for net, tax and gross income in boxes on your Self Assessment return. HMRC then used the actual tax deducted within the calculations. These boxes are now locked (and there's no way of unlocking them within the software)...
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03 Feb, 2015
Views: 275
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How do I add/update my Filing Credentials?
You can enter and store your filing credentials in TaxCalc for different areas within the application. We have collated the information below so you can enter in the filing credentials for each relevant area. For Tax Return Production: Where do I enter Filing Credentials for Tax Return...
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20 Jul, 2023
Views: 216
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How do I remove the pop-up for ‘Sent to client’ when printing?
When you create a pdf to send to your client for approval, TaxCalc allows you to set the status of that return to Sent to client via a pop-up. The pop-up appears if you go to: Go to Printing Preferences > Who is it for? > My Client (copy for client to sign, including IR mark). You can...
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24 Mar, 2022
Views: 199
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Is TaxCalc approved by HMRC for filing?
Yes, TaxCalc is approved by HMRC including the following. Please note we will be listed as Acorah Software Products Ltd (TaxCalc). Self Assessment commercial software Making Tax Digital for VAT
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01 Aug, 2019
Views: 178
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How to Review a Yearly Comparison of your Tax Return
Within Tax Return Production, select the client and the tax return. From the View menu, select Yearly Comparison. From here you will be able to see the details the variance in income and expenses between the current and prior tax year.
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21 Mar, 2024
Views: 178
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How do I import data from Accounts Production into the UK Property Pages?
From version 13.0.045, the facility to import data from Accounts Production directly into the SA105 UK Property pages was made available. Please see the below instructions on how to complete the import process. SimpleStep mode: Browse to Other income > UK Property and Furnished Holiday...
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12 Oct, 2023
Views: 161
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Making sure a paper return is counted correctly as being filed in TaxCalc
Customers report that if they change the filing status (Set work status > Set Tax Work Status) this does not update the Tax File counters as being submitted, leaving the Tax Returns filed as being incorrect. In order to make sure the Tax Returns filed counter reflects both the returns filed...
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27 Sep, 2019
Views: 145
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Submission errors in CT caused by iXBRL file created externally
Unfortunately in this situation there is limited support that we can give as the accounts have been produced via a third party package outside of TaxCalc. Although the error messages are indeed displaying within TaxCalc, they represent submission errors that HMRC have reported as coming from the...
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29 Mar, 2022
Views: 145
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Capital Gains Tax - filing error (CAL1) when tax has been paid but there is no gain - how to file the return
When does the CAL1 filing error occur? When real time Capital Gains Tax (CGT) has been paid and entered into CGT10, the amount of CGT paid appears on the tax calculation summary (SA302) and is deducted from total tax due. If there is subsequently no gain to report , the return will fail filing...
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03 Aug, 2023
Views: 112
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Useful information relating to the Dividend Database (2021-22)
Below is some useful information surrounding the data held within the Dividend Database for the 2021-22 tax year. If you are looking for information relating to the 2022-23 tax year, please review our article for Useful information relating to the Dividend Database (2022-23). Companies who have...
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21 Jun, 2023
Views: 111
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How to remove the HMRC API Fetch bar from the tax return?
From our update 13.7.148 onwards, you are now able to remove the HMRC API Fetch bar. This was preventing some users in entering information particularly if they had an large screen resolution. The below instructions will guide you through how to achieve this. Open a tax return and click on View...
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06 Sep, 2023
Views: 105
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How to create a CT600 from an Accounting Period
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...
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21 Mar, 2024
Views: 104
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Creative Tax Credit claims - changes from 1 April 2024
HMRC has advised that companies claiming creative tax reliefs will be required to complete and submit an online information form for any claims submitted from 1 April 2024 onwards. This will apply to both original and amended CT600s that are submitted on or after 1 April 2024 containing a creative...
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21 Mar, 2024
Views: 82
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HMRC Filing Exclusions and Special Cases 2023/24
HMRC Filing Exclusions 2023/24 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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24 Apr, 2024
Views: 73
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