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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: 379
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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: 375
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HMRC Simple Assessments - why am I or my client receiving one?
From June 2025, HMRC will begin issuing Simple Assessment letters providing a detailed calculation for any tax owed by customers for income received between April 2024 and April 2025. Simple Assessment letters should be to taxpayers who are not part of Self Assessment and who either do not have...
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20 May, 2025
Views: 316
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MTD Quarterly Filer - How to submit data
Updates need to be sent to HMRC quarterly and by the deadline, to avoid penalties, but it is possible to send more frequently if this is preferred. Click Create New Update. From here the Import data screen is displayed where you can import, map and save data. If the data being imported is for...
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27 Jun, 2025
Views: 281
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HMRC Filing Exclusions and Special Cases 2019/20
HMRC Filing Exclusions 2019/20 Exclusions have arisen due to the previous introduction of additional allowances. Bands for certain types of income which has made the calculation of the tax liability more complex. HMRC systems expect our software to match their method of calculation in order for...
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11 Mar, 2025
Views: 239
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Useful information relating to the Dividend Database (2024-25)
Below is some useful information surrounding the data held within the Dividend Database for the 2024-25 tax year. For information relating to other years, please see Dividend Database, useful information Redde Northgate Renamed to ZIGUP in May 2024 CentralNic Group Renamed to Team...
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26 Jun, 2025
Views: 208
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Do we store customer data (Individual users)
Unfortunately TaxCalc does not store individual user tax returns on our server. This is due to the Data Protection act which does not allow TaxCalc to hold personal and confidential information about our customers. Tax returns must be saved either locally on your machine or to an external...
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29 Mar, 2023
Views: 204
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Fetch taxpayer data - HMRC does not recognise that a client is authorised
When using Fetch taxpayer data to retrieve information from HMRC, if HMRC does not recognise that the client has been authorised, a message will appear : 'HMRC does not recognise that this client has been authorised with the agent credentials being used in token management'. Note : HMRC have...
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29 Oct, 2025
Views: 166
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