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Accounts Production
TaxCalc integration with Quickbooks
TaxCalc has started the integration process with Quickbooks 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: 125
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: 118
Unable to connect to QuickBooks Online – The application has already been subscribed to by another user for this company
When connecting to QuickBooks Online, occasionally users may see ‘We’re experiencing some problems, the application has already been subscribed to by another user for this company’ message. This error occurs if a QuickBooks Online user has previously connected to QuickBooks Online and the...
rating 16 Aug, 2018 Views: 114
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: 103
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: 99
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: 94
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: 88
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: 86
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: 84
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: 76

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