Yes. Importing for the first time on a new client: Select Posting > Import Trial Balance > Third Party API > Xero Select Existing import map Select Show clients Xero maps Select the required client and click Use Continue through the wizard to complete import Following first...

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...

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...

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....

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...

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...

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 ...

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...

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

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...