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How do I recover CIS tax deducted from a company
Unfortunately there is no facility to recover CIS tax through the CT600. CIS tax is an employment tax deducted from a limited company's gross income and therefore forms part of the PAYE system. The amount of CIS paid is entered in the Employment Payment Summary (EPS) and is deducted from the...
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17 Feb, 2026
Views: 7707
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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: 7653
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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: 7626
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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: 7592
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MTD for Income Tax - what to expect
Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) requires businesses and landlords with qualifying income to maintain digital records and update HMRC each quarter using compatible software. When you will need to enrol for MTD ITSA For individuals, MTD for ITSA will be introduced...
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11 Jun, 2025
Views: 7485
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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: 7484
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How do I import data from SA800 to SA104 Partnership pages (Individual User)?
If you're completing a partnership return, you can import the data into the SA104 pages in the individual return by following these steps: Open up the individual return. Go to: SimpleStep Mode: Your Work > Partnership Management HMRC...
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21 Mar, 2024
Views: 7121
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Class 2 NIC from 2024/25 - small profits threshold and voluntary contributions
Changes to Class 2 NIC thresholds For tax years 2022/23 and 2023/24, you needed to pay Class 2 NIC if your profits were above the Lower Profits Limit. For 2025/26 onwards, if your profits are above the Small Profits Threshold (£6,845) Class 2 contributions are treated as having been paid to...
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26 Mar, 2026
Views: 7104
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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: 7077
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When can I use the Dividend Database or What If? Planner?
The What If planner and Dividend Database are add on modules to your existing tax packages. Each year, the software is updated in June to contain the updated details required. Between April and June, TaxCalc are in communication with HMRC and are finalising the information that we have before...
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15 Jun, 2026
Views: 7062
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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: 6980
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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: 6926
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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: 6791
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Private Pensions, Lump Sums and 25% from drawn down pensions
Lump sum payments from a final salary pension are received free of tax and are not entered on the SA100 (individual tax) return. For any draw down payments that have a tax free element (25%), the taxable amount (75%) should be declared on the return as usual. If you are unsure where the pension...
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07 Jun, 2023
Views: 6697
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How to claim EIS/SEIS/VCT Relief
When claiming relief under EIS, SEIS and VCTs, there are two types of relief available: Income tax relief Capital gains tax relief Depending on which you intend to claim, will depend on where the entries are required for disclosure on the return. If you intend to claim income tax relief,...
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26 Mar, 2026
Views: 6543
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