SA900 Trust Return
TaxCalc doesn't generate a print preview
TaxCalc uses the Adobe pdf file standard as its printing output. This allows you to have more control over the printing options and also allows you to save your tax returns as pdf documents. If you get an error from Adobe Reader when trying to generate a print preview, follow these instructions:...
rating 16 Mar, 2016 Views: 4134
How do I remove the watermark when printing a return?
If you want to remove a watermark from a tax return, you'll need to amend the printing preferences: Open the tax return. Click on Check and Finish. Click on Print or paper file return. Click on Next Step in the HMRC warning message (if applicable). Un-tick Would you like to add a watermark?...
rating 29 Mar, 2022 Views: 2958
How do I unlock my return?
Your return is locked if: all fields in TaxCalc are filled in yellow a no-entry symbol appears when you hover over the fields with your mouse you can't enter data into the fields. To unlock the return, follow these steps: Click on File from the top menu. Remove the tick next to Lock...
rating 02 Mar, 2018 Views: 2584
Why can't I print PDF attachments?
TaxCalc can only print PDFs created using versions 1.4 to 1.7. To check the version of your PDF, complete the following steps: Open the PDF document. Click on File in the left-hand corner. Click on Properties. Check the version number in the pop-up window. If you can't print the PDF,...
rating 17 Feb, 2021 Views: 2343
How do I fix problems with print preview in TaxCalc?
If you're having problems with print preview, follow these steps to reinstall Adobe Acrobat Reader: Uninstall the program: Start > Control Panel > Uninstall a program Uninstall any instances of Adobe Reader Reboot your PC. Go to the Adobe website for the latest version of...
rating 13 Mar, 2017 Views: 2241
HMRC toolkits to help reduce errors in tax returns
HMRC publishes a series of toolkits to give guidance on areas where there are frequent errors in tax returns. These toolkits also set out steps you can take to reduce these errors. They are updated every year as required. The toolkits are available on the HMRC website (as PDFs) and cover the...
rating 17 Jun, 2016 Views: 1107
How do I enter multiple entries for Capital Gains Tax on my SA900 return?
To enter multiple entries for Capital Gains Tax on your SA900 return, follow these steps: Go to Capital Gains > CG 1. Enter the figures for gains and losses. If you have different types of disposal, column AA, type Q,U,L,O you may need to split further. Add a further page if you have...
rating 23 Mar, 2021 Views: 1043
What is a 5093 Invalid authentication type error?
When you receive the 5093 error message, this is because the UTR details entered when attempting to file are incorrect, or they do not match what HMRC are expecting. This message is sent directly from HMRC as the portal does not recognise the UTR for the chosen service. This error is common...
rating 09 Jun, 2021 Views: 1000
Why aren't the IRmark and time stamp appearing when I print a tax return?
If the IRmark and time stamp are on the top of each page, and on the pdf preview but don't appear when you print your return, check your printer settings: Go to the heading Page Sizing & Handling. Click on Fit. Click on Fit to printable area or Shrink to fit (or similar). Print document. ...
rating 24 Mar, 2022 Views: 922
Do I need to enter an acquisition date for my Capital Gains?
When adding Capital Gains you do need to enter an acquisition date for an SA900 but not for an SA100. SA900 If you don't enter a date of acquisition on an SA900, online submission will fail. You can enter either the actual or approximate date, as the date is no longer relevant to the...
rating 29 Mar, 2022 Views: 854
1046 - I am trying to file a trust tax return (SA900) 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: Are you able to successfully log in to the HMRC government gateway portal? TaxCalc has the ability to import the entries for the HMRC User ID and password (if imported...
rating 29 Jun, 2021 Views: 768
Why is the loss figure on my return shown without brackets?
If your return has one box for profit and another for loss, the loss figure will appear without brackets. Brackets are only used to denote a negative figure when the same box is used for profit and loss.
rating 20 Aug, 2015 Views: 734
What is the tax pool calculation in a Trust return (SA900)
What is a tax pool Tax pools apply to discretionary trusts. Discretionary trusts are taxed at the trust rates of income tax and the trustees are responsible for paying the income tax on income received by the trust. When trustees make a discretionary payment of income to beneficiaries, the...
rating 07 Nov, 2023 Views: 456
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.
rating 15 May, 2015 Views: 409
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. ...
rating 03 Feb, 2015 Views: 355

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