Sub Categories
folder SA100 Individual Return
folder SA800 Partnership Return
folder SA900 Trust Return
folder CT600 Corporation Tax Return
folder R40
folder Filing Online
folder MTD Quarterly Filer


Tax Return Production
Why does the IRmark on a tax return change?
What is the IR Mark? The IR Mark is a software generated reference and assists in the creation of the File By Internet Receipt returned by HMRC. It is a mechanism which could potentially be used during investigations, to aid taxpayers and HMRC in ensuring that the submission sent and received...
rating 04 Jun, 2024 Views: 9687
How do I carry back self employment losses?
To carry back a self-employment loss for the current year to a previous year, you need to make a manual adjustment to your tax return for the year in which the loss occurred. You don't need to resubmit your return for the previous year. To calculate the manual tax adjustment figure, follow these...
rating 12 Oct, 2023 Views: 9651
Where do I enter my tax code?
The Tax code is NOT entered into a return. Your PAYE tax code is provided by HMRC to your employer or pension provider, in order to work out how much tax to take off your pay each month. This should mean that the correct amount of tax is collected from your pay throughout the tax year and...
rating 25 Mar, 2025 Views: 9213
Where do I enter employment income taxed in a foreign country?
Employment income is entered in box 1 on the Employment pages. Don't enter any foreign tax in box 2. How you enter foreign tax depends on whether or not you want to claim tax credit relief. Without tax credit relief SimpleStep Mode​ Go to Your work > Work abroad Enter the total...
rating 29 Mar, 2022 Views: 9108
Getting started user guide (Practice Customers)
This guide gives you an overall picture on how to create new clients, set up the application and get started with Tax Return Production and Accounts . Please see the video below for information on getting started. Alternatively this has also been detailed below in writing. PLEASE NOTE: This...
rating 29 Mar, 2022 Views: 9048
1046 - I am trying to file an individual tax return (SA100) 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: Have you rebooted your machine? In some instances, especially if you are abroad, your machine may require a reboot to update the necessary connection so you can file...
rating 14 Jul, 2022 Views: 9024
Where do I enter Child Benefit?
You can enter Child Benefit payments in SimpleStep or HMRC Forms mode. SimpleStep mode Click on Working out your tax. Click on Child Benefit Tax charge. Your net income will automatically appear from information already entered on the form. Click yes, no or both equal to the...
rating 06 Jun, 2023 Views: 8886
Class 2 National Insurance -why do amounts submitted differ to HMRC calculations?
Why have HMRC repaid or revised Class 2 NICs calculations which were submitted on my tax return? It has come to light that there have been instances where the Class 2 NICs amount has been unexpectedly repaid or HMRC have issued a revised assessment showing no Class 2 NIC's due. This occurs when...
rating 25 Mar, 2025 Views: 8746
Where do I enter dividends paid to shareholders on a CT600?
Dividends paid to shareholders aren't included on a CT600. Instead you'd enter them on the shareholders' individual returns, if you're preparing these. A Corporation Tax return consists of three documents: the CT600 a set of statutory financial statements, which discloses the dividends a...
rating 28 Oct, 2015 Views: 8403
Basis Period Transition for Partners in 2023/24
From tax year 2024-25 onwards, individuals that are partners in partnerships will be taxed on their share of profits from the partnership that arise in the tax year that runs from 6 April to the following 5 April (the tax year basis). This replaces the previous current year basis of taxation,...
rating 25 Mar, 2025 Views: 7816
Where do I declare Class 4 NIC exemption?
Class 4 NIC exemption is automatically applied where it is relevant to the taxpayer reaching state pension age before the start of the tax year. If you need to claim this manually for any other reason, you should tick the box Are you exempt from paying Class 4 National Insurance… in one of the...
rating 24 Mar, 2020 Views: 7522
Error 3318: The period to which the Return's Accounts applies does not coincide with the effective from/to dates of the referenced Accounts Taxonomy.
When submitting a CT600 to HMRC you may encounter the following submission error message: This occurs when the iXBRL tagging applied to the accounts does not meet the expected standard. If you are using TaxCalc, please ensure you are running the latest version of the application. For more...
rating 09 Mar, 2023 Views: 7435
How do I complete the CT600 for a long period of accounts? (Business users)
If your accounts cover a period of more than 12 months, you'll need to complete the CT600 for two periods, as follows: Prepare the accounts for the full period and generate an XBRL version or PDF-with explanation (if required). Apportion the profit/loss into a 12-month period and the remaining...
rating 25 Mar, 2025 Views: 7295
How are boxes 326, 327 and 328 populated on a CT600?
This article will go through how boxes 326, 327 and 328 are populated on a CT600 return for associated companies. Firstly, you should review HMRC's company tax return guide to confirm if entries are required in these boxes. An extract has been provided below for your convenience: 326 Number of...
rating 09 Apr, 2024 Views: 7131
TaxCalc bookkeeping spreadsheet transaction templates for MTD
To assist you with complying with digital links for MTD reporting, we have produced spreadsheet templates for recording transactions and summarising totals. The totals can then be imported by VAT Filer (for quarterly MTD VAT return submissions) and will be ready to use with MTD Quarterly Filer...
rating 01 May, 2025 Views: 7042

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