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folder General Use
folder Reports


Accounts Production
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...
rating 31 Jul, 2015 Views: 1026
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...
rating 30 May, 2023 Views: 997
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...
rating 31 Dec, 2018 Views: 960
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...
rating 29 Sep, 2015 Views: 954
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...
rating 23 Sep, 2019 Views: 934
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...
rating 30 May, 2023 Views: 882
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.
rating 06 Feb, 2018 Views: 856
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...
rating 06 Feb, 2018 Views: 811
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...
rating 17 Mar, 2020 Views: 810
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...
rating 30 May, 2023 Views: 779
"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...
rating 05 Apr, 2022 Views: 769
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...
rating 20 Jul, 2023 Views: 769
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...
rating 21 Jun, 2022 Views: 759
How can TaxCalc help me prepare accounts under COVID-19?
Companies are having to consider how the impact of COVID-19 affects their business and how these affects should be reported in the accounts. This will require some additional disclosures to explain how recent events are affecting their business. To assist you with the preparation of COVID-19...
rating 13 Jan, 2021 Views: 735
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...
rating 02 Dec, 2024 Views: 723

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