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Accounts Production
Why can’t I select a person to sign the accounts without entering a date?
Within Edit Notes > Balance Sheet Declaration/Approval, the list of Directors/Members is produced based on the date of signing e.g. will only show those directors present at that date. From version 6.2 this restriction no longer applies and where a date has not been entered, the list of...
rating 06 Feb, 2018 Views: 167
How do I hide the user column on an exported CSV file?
If no figures appear when you try to import using TaxCalc's default import maps, this may be because the user column is showing in your CSV file. To hide the user column you can either delete it manually on the file or you can change the global setting to not include this option when exporting....
rating 23 Sep, 2015 Views: 155
Can I change the default text for a note and apply it to all clients?
TaxCalc provides default text for many of the notes to the accounts which can be edited on a client by client basis. The option to set/update the default text for notes is available under: 1. Admin Centre 2. Applications 3. Accounts Production 4. Customise Accounts 5. Notes and Reports...
rating 09 Aug, 2018 Views: 149
How do I produce Abridged Accounts?
To generate an Abridged Profit and Loss Account (Income Statement) and/or an Abridged Balance Sheet in conjunction with the requirements of the Small companies’/LLPs regime within Accounts Production (on version 6.2) select 1. Accounts Setup 2. Accounting Standards 3. Abridgement Options...
rating 09 Aug, 2018 Views: 138
What disclosures are excluded from the Registrar (Filleted) Financial Statements
Registrar Financial Statements will include all disclosures included within the Full Financial Statements except: Company Information (*) Accountants Report (*) Auditors Report Note: An Audit Information note will be included instead. Directors Report Profit and Loss Account ...
rating 06 Feb, 2018 Views: 128
How do I send Accounts to TaxCalc
In some cases when you have a query, the TaxCalc support team may need to look at your account postings. You can send this accounts data by following these steps: Open the Accounting period. Select Reports > Audit Trail. Select Export Report from the top right of the page. Chose...
rating 12 Jul, 2017 Views: 127
How do I include/remove disclosures from the Registrar Financial Statements but not affect the Full Financial Statements?
Registrar Financial Statements (aka Filleted) are those which are delivered to Companies House in accordance with the Companies Act 2006, section 444. When generating Registrar Financial Statements content will be removed which is not required to be filed e.g. Directors Report and Profit and...
rating 06 Feb, 2018 Views: 120
Can I post adjustments to my imported trial balance back to Xero?
Not at present. Integration with Xero is currently one-way, any adjustments needing to be made to the imported trial balance will also need to be entered at source. Please provide any feedback on the need for two-way integration to support@taxcalc.com
rating 22 Mar, 2018 Views: 110
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 (on version 6.2) please select 1. Accounts Setup 2. Statement Preferences. A small company is...
rating 09 Aug, 2018 Views: 108
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: 104

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