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How do I export my accounts to MS Word for editing?
To export your accounts to MS Word, follow these steps: Open the client in Accounts Production. Click on the relevant accounting period. Click on Reports. Click on Full Financial Statements. Click on Export Report in the top right corner. Click on Export to MS Word. The accounts will...
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31 Jul, 2015
Views: 1042
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How do I produce a Single Statement of Comprehensive Income?
To present the Profit and Loss Account (Income Statement) and Statement of Comprehensive Income as a single statement (where Other Comprehensive Income is to be disclosed) within Accounts Production, please select Open the client in Accounts Production. Click Accounts Setup on the left...
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30 May, 2023
Views: 1022
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Failure: inconsistent duplicate facts "AmountsOwedToDirectors"
This error message will be presented when attempting to file a corporation tax return or a set of accounts online if you have multiple entries present in the financial statements for directors loan account (one appearing in the debtors note and one appearing in the creditors note). The easiest...
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31 Dec, 2018
Views: 970
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How much will it cost me to call the TaxCalc Support line?
0345 numbers are always at least as cheap to call as geographic numbers for UK customers. By law, when called from a UK landline or mobile, they are charged at the same rate as 01/02 prefixes and will be included in any inclusive package in the same way. If you are not calling from within the UK...
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29 Sep, 2015
Views: 958
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Accounts Production appears to freeze after updating to Version 9 of TaxCalc, but not running latest version
Please note: if you are running version 10.x of TaxCalc, or later, this knowledge base article may no longer be relevant because of changes made within the software. If you are running version 10.x or later and getting a freezing screen when opening batches or notes within Accounts Production...
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23 Sep, 2019
Views: 943
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How do I change report margins?
To change the report margins for the cover page of your financial statements, follow these steps: From the Home page open Admin Centre. Select Applications from the left-hand menu. Click on Accounts Production. Select Customise Accounts from the left-hand menu. Select Accounts Presentation...
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30 May, 2023
Views: 897
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How do I change the Audit Information note within the Registrar Financial Statements?
The content within Audit Information note is generated from information provided for Report of the Auditors’, within the Full Financial Statements as found within Edit Notes > Auditors’ Report. A preview of the Audit Information note can be found within Edit Notes > Audit Information.
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06 Feb, 2018
Views: 888
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Have Abbreviated accounts been replaced with Abridged accounts?
No. Previously there were two options available to small companies for filing a reduced set of accounts to Companies House. The first was to prepare accounts in accordance with the Companies Act 2006, section 444, choosing not to file a Directors Report and Profit and Loss Account and the...
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06 Feb, 2018
Views: 850
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Frequently Asked Questions about Accounts Production
Why have some of my notes been turned off/excluded after updating? Can I change the default text for a note and apply it to all clients? How do I include the Statement of Changes in Equity within the Registrar Financial Statements? How can I identify which notes (under Edit Notes) are required by...
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17 Mar, 2020
Views: 826
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Can I add anything further to the CSV outputs?
The default CSV outputs vary for each report. For the Audit Trail, the default columns provided for are: Transaction Number Account Code (from the chart of accounts) Account Description Narrative WP Reference (Working Papers) Debit Credit Date For the Nominal Ledger, the default...
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30 May, 2023
Views: 794
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"Unable to Connect" using TaxCalc APIs
Under certain conditions we have seen some reports of access to certain areas of the application through APIs (Accounts Production Trial Balance Imports and Document Manager) not working as expected. You may get the below error or the options within the Accounts Production import screen may be...
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05 Apr, 2022
Views: 788
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How do I add/update my Filing Credentials?
You can enter and store your filing credentials in TaxCalc for different areas within the application. We have collated the information below so you can enter in the filing credentials for each relevant area. For Tax Return Production: Where do I enter Filing Credentials for Tax Return...
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20 Jul, 2023
Views: 788
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Advanced Rounding Rules – Partnership Capital Account
When Apply advanced rounding rules has been selected, a series of reconciliations and rounding adjustments will be carried out to make sure the rounded closing position, for each Partner’s Capital Account and each separate account code, matches the rounded opening position in the subsequent...
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21 Jun, 2022
Views: 778
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How do I create a Community Interest Company (CIC) Report?
To create a Community Interest Company (CIC) Report, first you need to mark a company as a community interest company (CIC) in TaxCalc, following these steps: Launch Practice Manager. Double-click on the relevant company. Click on Company Information. Tick the checkbox Company is a Community...
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03 Jun, 2025
Views: 767
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Drill-down – view and edit underlying financial information relating to values displayed in your Full/Registrar Financial Statements
When viewing your full and registrar financial statements in “Edit Mode”, you’re now able to access and edit the underlying financial information relating to values displayed in the reports. When the report is generated, select the button to “Switch to Edit Mode” and you’ll notice that...
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02 Dec, 2024
Views: 753
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