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How do I sort data I've entered into a wizard?
If the wizard contains an underlined heading, you can sort data by that column: Click on the heading to sort the data alphabetically. Click on the heading again to sort the data in reverse order.
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15 May, 2015
Views: 629
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Error: My R185 won't print
If you receive an error message when you try to print an R185 it means that the SA900 software hasn't ticked the R185 box. To fix this, carry out the following steps: On the Navigation menu click Form R185 to open the type selection page. Tick the box appropriate for your type of R185. ...
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03 Feb, 2015
Views: 621
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How do I turn off 'Sent to Client?' in tax returns?
When printing a tax return, TaxCalc will ask you if you want to mark the return as printed and sent to client for approval. To turn this setting off, follow these steps: Select Admin Centre from the home screen. Click on Applications on the left. Click on Tax Return Production in the middle...
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24 Mar, 2020
Views: 613
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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: 583
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MTD Quarterly Filer - Collateral
We have collated all the information you'll need to start submitting quarterly updates to HMRC using MTD Quarterly Filing, as well as information on starting the MTD for income tax process with HMRC. Setting up and using MTD Quarterly Filer Getting started How to submit data Excel...
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19 Jun, 2025
Views: 583
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Why does my text in the 'Any other information' box keep disappearing?
If you enter text in the Any other information box and it disappears, this means that TaxCalc hasn't automatically saved it. TaxCalc automatically saves data every two minutes. However, for TaxCalc to register that you've made a change you need to click outside the box after you've entered text....
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03 Aug, 2020
Views: 554
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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: 542
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MTD for income tax - Agent journey for signing up clients with HMRC
If you have clients who will be required to report income under MTD for Income Tax from April 2026, you will need to sign up your clients with HMRC beforehand. It is possible to sign up clients now to help test the service and this will be necessary before using software, such as TaxCalc's MTD...
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19 Jun, 2025
Views: 532
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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: 513
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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: 446
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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: 432
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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: 417
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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: 399
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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: 370
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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: 364
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