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Accounts Production
Can I add new account codes in Accounts Production?
Unfortunately you can't add your own account codes due to the tagging requirements specified by HMRC and Companies House respectively. Accounts Production provides a wide range of account codes to suit most requirements. However, if there are any codes you think we should add, please let us know....
rating 29 Mar, 2017 Views: 1967
How do I print a trial balance?
To print a trial balance, follow these steps: Go to Accounts Production. Open the client in the applicable accounting period. Click on Reports. Select Trial Balance. Click on Export Report and select which format you would like to print the document in. This will display the current...
rating 25 Aug, 2016 Views: 1949
How do I create relationships for directors, company secretaries and partners in Client Hub?
To create a relationship for a director, company secretary or partner who is listed in your client hub, complete the following steps: Launch Client Hub. Double-click on the relevant company/partnership. Click on Relationships. Click on Create Relationship. In the wizard, select the related...
rating 08 Jun, 2017 Views: 1784
How do I use the demo database?
The demo database allows you to practise using TaxCalc on a separate standalone database and trial its features without having to enter lots of data. To use the demo database, follow these steps: Start up the trial product in TaxCalc. Click on Notifications in the top right-hand corner. ...
rating 14 Mar, 2016 Views: 1696
How do I change an .xhtml file to .html?
TaxCalc produces files with the extension .xhtml. Before you send a file to HMRC, you must change the extension to .html. To do this, follow the instructions below. Windows 7 Browse to the file. Go to Organize > Folder and search options. Click on the View tab. Un-tick Hide extensions...
rating 31 Mar, 2017 Views: 1663
ERROR: Manual adjustments on the tax reconciliation note do not agree to the current tax charge.
If you get the following Check & Finish error in Accounts Production, it means that the Tax on Profit note needs to be reconciled. Go to Notes > Edit Notes > Tax on Profit note. The top section of the note gets auto-populated based on the postings you have already made. The bottom...
rating 02 May, 2018 Views: 1535
When should I renew my annual licence for my TaxCalc products?
Products for practice users run on a 12-month licence. When your licence is due to expire you'll receive a Licence Expiry Warning in the software and a button to Renew Licence, which will take you straight to the login page on the TaxCalc website. To check your renewal date, follow these steps: ...
rating 21 Mar, 2019 Views: 1492
What are the benefits of pre-ordering TaxCalc (Individual and Business users)?
If you're an Individual or Business customer, you can pre-order TaxCalc approximately 30 days before the update is released in late March. The benefits of pre-ordering TaxCalc are as follows: No extra cost. Avoid the Sales team at their busiest time. First to be notified of the release. ...
rating 21 Mar, 2019 Views: 1158
What financial statements can I generate in Accounts Production?
You can use Accounts Production to generate the following financial statements: Sole trader accounts: with a Profit & Loss account and balance sheet with an Income & Expenditure account Partnership accounts Limited Liability Partnership accounts Small Limited Company...
rating 27 Dec, 2018 Views: 1044
How do I move an Accounts Production client from one TaxCalc database to another?
If you have the Accounts Production module with TaxCalc, all of the information is retained in the database and therefore there is no easy way to move the information for one client from one machine (database) to another. You can move a client into a different database (or new machine) but this is...
rating 18 Mar, 2016 Views: 1024

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