|
How do I make adjustments to prior years? - Profit and Loss
When making a prior year adjustment, you need to ensure that the adjustment is complete in the previous and current year in a particular way to ensure that this files successfully with HMRC and Companies House. You should follow the below routine. Please note: The below instructions are for...
|
|
11 Apr, 2023
Views: 4480
|
|
|
How do I make adjustments to prior years? - Balance Sheet
When making a prior year adjustment, you need to ensure that the adjustment is complete in the previous and current year in a particular way to ensure that this files successfully with HMRC and Companies House. You should follow the below routine. Please note: The below instructions are for...
|
|
11 Apr, 2023
Views: 4421
|
|
|
How to Add/Remove Watermark on Accounts Production
A watermark can be added or removed from a report within the Accounts Production application. The functionality is similar to that of the Tax Return feature. To add a watermark; Open up a set of accounts Go to Reports Tick the option 'Would you like to add a watermark?' There are...
|
|
08 Jul, 2019
Views: 4355
|
|
|
TaxCalc integration with Xero
Please note: Xero functionality requires users to be on version 11.16.121 or higher. Please go to Help > About to verify your software version and update as required, to continue to use the integrations with Xero. Introduction Importing a Xero Trial Balance Video Step by Step Guide Flow...
|
|
09 Mar, 2023
Views: 4203
|
|
|
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....
|
|
29 Mar, 2017
Views: 4016
|
|
|
How are software enhancements and issues prioritised at TaxCalc?
Every piece of software in every sphere will always have a list of outstanding enhancement requests and issues. We are fortunate that the list for TaxCalc is brief by industry standards and we are able to cover most things on a fairly short cycle due to our above average release frequency....
|
|
07 Aug, 2019
Views: 3842
|
|
|
How to allot shares in Taxcalc
In order to allocate shares against a particular person in Practice Manager, you first need to ensure that you have a relationship created for the shareholder. Please complete the following steps if you haven’t already done so: Launch Practice Manager. Double-click on the relevant...
|
|
23 Oct, 2019
Views: 3618
|
|
|
How do I submit revised accounts to Companies House?
From version 13.6.003 of TaxCalc we introduced the option to submit Revised Financial Statements electronically for periods ended on or after 1 April 2022. The instructions will take you through the process of submitting revised accounts electronically: Accounts Setup > Accounts...
|
|
29 Sep, 2023
Views: 3440
|
|
|
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...
|
|
01 May, 2024
Views: 3431
|
|
|
Advanced Rounding Rules – Why do I see “Apply latest updates to advanced rounding rules"?
In the Spring 2022 release, updates have been made to the advanced rounding rules. These updates will automatically be applied to new accounting periods created after upgrading to the Spring 2022 release. For all existing periods (those created prior to upgrading to Spring 2022) a new Apply...
|
|
21 Jun, 2022
Views: 3280
|
|
|
Import Trial Balances from Xero/FreeAgent/Quickbooks and Export Journals or Adjustments Back
You can save time when importing a year-end Trial Balance into Accounts Production by using the third Party APIs on the existing Import Trial Balance wizard. Importing directly from online accounting software is quicker than manually entering the data. We currently have the facility to do this for...
|
|
20 Feb, 2024
Views: 3142
|
|
|
How do I rename account codes on a global basis?
TaxCalc has implemented the option to enable you to rename the nominal codes on a global basis. This is an easier way for you to rename nominal codes in the chart of accounts for all of your clients. The following instructions detail how to rename the nominal codes. Browse to Admin Centre. ...
|
|
27 Aug, 2019
Views: 3083
|
|
|
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. ...
|
|
04 Jul, 2022
Views: 2942
|
|
|
How do I change an .xhtml file to .html?
TaxCalc produces files with the extension .xhtml. Before you send a file to HMRC, you may need to change the extension to .html. To do this, follow the instructions below. Windows 11/10/8 Browse to the accounts file in File explorer. Click on View at the top of the screen. Ensure that you...
|
|
11 May, 2023
Views: 2936
|
|
|
Memorandum and Articles of Association
The following documents are completed when forming a company: Memorandum of Association. This is a legal statement signed by all initial shareholders agreeing to form the company. In the case of a company that is to be limited by shares, the memorandum will also provide evidence of the...
|
|
18 May, 2021
Views: 2867
|
|
Cookie Settings