Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Practice Management
VAT Filer
CloudConnect
Anti-Money Laundering
Support home
Video Training Guides
NEW

Hot Topics
SimpleStep Guides
Release Notes
Technical
Known Issues

HMRC Status
Useful Links
MTD for Agents MTD for Businesses What is MTD
Preparation
Agent Services Account
MTD for VAT
MTD for Income Tax
MTD for VAT
Digital Record Keeping
Quarterly Updates
Step-by-step Guide
HMRC's MTD Timeline
TaxCalc's MTD Journey
Sub Categories
folder Pre-Purchase
folder General Use
folder Reports


Accounts Production
How do I change the font size and type on financial statements?
To change the font size and type for reports, including financial statements, follow these steps: On the home screen click on Admin Centre. Select Report Styles from the left-hand menu. Click on the font style and font size you require. Close and reopen TaxCalc for the changes to take...
rating 09 Aug, 2018 Views: 1129
How do I remove the balance sheet from Sole Trader accounts?
To remove the balance sheet from a Sole Trader account, follow these steps: Go to Accounts Production. Select Notes from the left-hand menu. Click on Edit Notes. Select Report Type from the left-hand menu. Click on Income and Expenditure Account. The accounts that are generated will...
rating 18 Mar, 2016 Views: 1124
Treatment of Director's Loan Account in the Financial Reports
We have made changes to how the director's loan account appears in the financial statements. If the directors are selected against postings made in the posting batches, then the figures will split between debtors and creditors in the balance sheet as we total entries per director. If you do not...
rating 01 Sep, 2016 Views: 1113
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...
rating 23 Oct, 2019 Views: 1099
How do I remove the accountant's name on the accounts?
If you don't want the accountant's name to appear on the accounts, you can remove it by following these steps: Open the client in Accounts Production. Click on Client information on the left navigation menu. Select Address. Click on Accountants. Click on Remove address on the top right...
rating 14 Jan, 2015 Views: 1092
What's the difference between renewing, upgrading and updating my TaxCalc software?
At TaxCalc we use the same terminology that's used across most software markets. Some of these expressions can seem similar so to avoid confusion, this page gives an explanation of each. Renewal If you're a user of our Accountancy Practice software, you'll be invited to renew your package 30...
rating 23 Oct, 2019 Views: 1078
How do I import a Trial Balance using third party APIs?
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...
rating 18 Nov, 2019 Views: 1072
When should you use Bring Forward Opening Balances in Accounts Production?
There are two types of trial balance: a transactional trial balance – this is the difference between the comparatives and the closing balance for the current year i.e. the transactions in the year, so perhaps debtors last year were £2000 and this year they are £3000, the trial balance...
rating 22 Sep, 2017 Views: 1040
What is iXBRL?
iXBRL stands for inline eXtensible Business Reporting Language. It is an electronic filing format – a computer language used in the electronic filing of company accounts. All tax returns filed in iXBRL are marked, tagged, read and understood by HMRC computers. Since it keeps the content and...
rating 02 Mar, 2018 Views: 1038
TaxCalc integration with Xero
TaxCalc has started the integration process with Xero to allow for seamless transition of data. This will mean a trial balance can be imported directly in to a specified year-end into the Accounts Production module. Please note: this functionality is available from version 6.3.041 or higher. ...
rating 13 Nov, 2018 Views: 1014
How do I generate reports within Accounts Production as Word, Excel, PDF or CSV files?
You can generate reports, including financial statements, as Word, Excel, CSV or PDF files by following these steps: Go to Accounts Production. Select Reports from the left-hand menu. Click on the report you want to generate. When the report has been generated, click on Export Report on the...
rating 18 Mar, 2016 Views: 967
What reports can I generate in Accounts Production?
TaxCalc Accounts Production will enable you to generate the following reports: Audit Trail (Selected batch or all transactions) Nominal Ledger Trial Balance (Including functionality to customise report) Tax Reports Lead Schedules Financial Statements (New interactive editing feature) In...
rating 10 Feb, 2016 Views: 958
Replacement of 0845 numbers with 0345 ones
We have now fully replaced our 0845 numbers with 0345 equivalents. We have switched only the initial two digits in every case so, for example, our main support line has changed from 0845 5190 882 to 0345 5190 882. Almost all customers will pay slightly less for a call to these numbers than they...
rating 23 Oct, 2019 Views: 885
How do I set a nominal code as a favourite?
TaxCalc has now added the facility to allow users to set favourite account codes. This make it easier and quicker to identify account codes which may be used on a regular basis. In order to set a nominal code as a favourite please follow the instructions below: Go into Administration. Click...
rating 30 Mar, 2017 Views: 878
How does submission of accounts to Companies House work?
Once you are happy with the accounts, you can then complete the submission to Companies House. Click on Check and Finish. If there are no errors, click on File To Companies House. Go through the 'File online to Companies House Wizard', choosing whether you want to submit the Abbreviated...
rating 22 Sep, 2017 Views: 855

Prev Next
1 2 3 4 5 6 7 8