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How do I print a copy of my return?
You can easily print your tax return to a printer or PDF. Please see the below video tutorial for more information. Alternatively, please see the written instructions below: Open the tax return. Click on Check and Finish. Click on Print. Click on Next Step in the HMRC warning message (if...
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08 Nov, 2022
Views: 5776
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How do I import a return from the previous year's tax return? (Individual Users)
Depending on whether you are looking to import a single tax return file or multiple tax return files, the instructions will vary. Below are 2 videos, the first for importing multiple tax returns and the second for single file. Video 1 - Multiple tax return files Video 2 - Single tax return...
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24 Mar, 2021
Views: 5776
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What information will I receive when using Fetch Taxpayer Data (HMRC Self Assessment APIs)?
HMRC has provided a method of sending information relevant to the completion of a Tax Return called Application Program Interfaces or APIs. This is the first part of their overall Digital transformation project known as Making Tax Digital. This allows TaxCalc to request information held by HMRC...
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25 Mar, 2025
Views: 5702
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How do I import accounts data on to the tax return?
The way in which accounts data can be imported will depend on which return type you are looking at. Please review the below information to see if you are able to import accounts into the required location. CT600 - Importing is available for populating certain entries on the computations. SA100...
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03 Oct, 2024
Views: 5679
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CT600 how to claim terminal loss relief
What is Terminal Loss Relief Where a company has stopped trading and it has made a loss in its final 12 months of its trade the relief is extended as the company can carry back any trading losses that occur in the final 12 months of a trade and set them off against profits made in any or all of...
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21 Mar, 2024
Views: 5548
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Basis Period Transition when more than one accounting period (2023/24)
How should I enter details of multiple accounting periods for a self employment? From tax year 2024-25 onwards, self-employed individuals will be taxed on the profits 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...
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25 Mar, 2025
Views: 5547
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Super Deduction calculations when the period end straddles 1 April 2023
Claiming the super-deduction in a period that straddles 1 April 2023 The rate of the super-deduction will require apportioning if a CT period in which the qualifying expenditure occurs, straddles 1 April 2023. The rate should be apportioned based on days falling prior to 1 April 2023 over the...
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13 Sep, 2023
Views: 5413
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How do I get my proof of filing?
When you successfully file a return using TaxCalc, you'll get the following receipt. This contains the IR Mark (top left) and is your proof of filing. You can print this receipt for your records or save it as a PDF. To do this, click on Print this FBI receipt. NOTE: You'll also receive...
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18 Apr, 2023
Views: 5387
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Claiming rent a room relief and property allowance
HMRC have confirmed that an individual can claim the property allowance for one property and rent a room relief for another. If rent a room income is below £7,500*, this is very straightforward. In HMRC Forms mode, on page UKP1, tick box 4 (If you are claiming rent a room relief and your rents...
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24 Mar, 2020
Views: 5385
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How to use HMRC Self assessment APIs for Individuals
What are APIs? HMRC have provided a method of obtaining information relevant to the completion of a Tax Return called Application Program Interfaces or APIs. This is the first part of their overall Digital transformation project known as Making Tax Digital. Not an Individual user? The...
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07 Feb, 2024
Views: 5316
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How to complete the entries for notice of consent (CT600C) using V3 Form
CT600C Group and Consortium This article covers the V3 form of CT600 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 of consent form, if there is no simplified arrangement in place. Simplified...
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12 Feb, 2021
Views: 5296
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As a non-resident, how do I claim personal allowances where available?
You may be able to claim personal allowances as a non-resident. If you are allowed to do this, you can input the details using SimpleStep or HMRC Forms as instructed below. SimpleStep mode Browse to Residence and Remittance Tick the box for Personal allowances under a Double Taxation...
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20 Feb, 2020
Views: 5232
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How do I allocate profit and loss between partners in my SA800 return?
As per the HMRC guidance here (on page PTRG 26), “For tax purposes the allocation of profit (or loss) between partners must result in a straight apportionment of the actual profit (or loss) made by the partnership. If the initial allocation using the commercial profit sharing arrangement for all...
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05 Dec, 2024
Views: 5227
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How do I complete a CT600 for a property company? (Practice users)
To complete a CT600 for a property company, follow these steps: Open the client in Practice Manager. Go to Company Information. Tick Company is a Property Business (formerly schedule A taxation). Create or open the CT600. Go to Company Type (SimpleStep mode) or Information (HMRC Forms...
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29 Mar, 2022
Views: 5212
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Where do I enter payments on account?
To enter payments on account, go to the Payments on account section using SimpleStep or HMRC Forms. SimpleStep mode Working out your tax > Payments on account for 2021/22 HMRC Forms mode Tax Details > Statements of account (bottom half of the screen) How are Payments on Account...
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06 Jun, 2023
Views: 5133
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