Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Practice Management
VAT Filer
Anti-Money Laundering
Support home
Video Training Guides

Hot Topics
SimpleStep Guides
Release Notes
Known Issues

Service Status
Useful Links
What is MTD? Support for Accountants Support for Business
HMRC's MTD Timeline
Digital Requirements
TaxCalc's MTD Journey
MTD for Income Tax
MTD for Corporation Tax
MTD for Income Tax
MTD for Corporation Tax
Step-by-step Guide
Sub Categories
folder Printing
folder Download/Install
folder Previous years
folder Backing up and Restoring
folder Moving TaxCalc
folder Updating TaxCalc
folder Firewalls and Proxy Servers
folder Mac
folder Imports
folder Database Related
folder Linux

How do I configure my firewall software?
To allow TaxCalc to access the internet you may have to configure your firewall software. Follow the steps for your particular firewall. AVG Internet Security Delete the application rule for TaxCalc, then grant access the next time you're asked: Close TaxCalc. Open AVG Internet Security. ...
rating 16 Jun, 2020 Views: 11495
Reinstalling TaxCalc in case of a failed update or other unexpected behaviour
On occasion the software can become corrupt. Experience shows us this is often due to a failed web download, sometimes cancelled when it takes longer than expected. In most cases a simple reinstall from the website will resolve the issue. A re-installation may also be required if an older...
rating 07 Oct, 2019 Views: 10312
Moving TaxCalc to a new server (Practice - Network version)
The steps to move TaxCalc to a new server are outlined below. Make a backup (Existing Server) Uninstall the program (Existing Server) Install the TaxCalc software (NEW Server) Restore the backup (NEW Server) Make sure the workstations connect to the database on the new Server While the...
rating 14 Mar, 2023 Views: 10248
When I try to log in, it states the user is already logged in (Practice users)
The user can receive the following message when they log in to a networked version of TaxCalc User Already Logged In PLEASE NOTE that this user already appears to be logged in. This could be a result of a network error, power failure or similar. If so, you can continue to log in, however, if...
rating 18 Mar, 2016 Views: 10213
How do I move to a new computer, including to a different operating system?
There are now Linux and Mac versions of TaxCalc for all customers except Practices running the network version. Of course, our Windows versions continue to exist for all customer types. This article will help you move to a new computer, including between the different operating systems. The...
rating 10 Dec, 2021 Views: 9119
How to change the Advanced Display Settings within TaxCalc if the software does not display as expected
We are aware that on some machines with particular graphics cards/drivers or on Terminal Server configurations, the program may not behave as expected. Some users have reported blank screens and others have reported that the program will crash when trying to select a tax return or open a set of...
rating 15 Feb, 2023 Views: 9109
Can I re-download TaxCalc on a new computer?
If you no longer have access to the computer you installed TaxCalc on last year – or if you uninstalled the software – you can (re-)download TaxCalc from our website. Follow these steps: Log in to your account using your email address and password. Go to My Products & Services. Click...
rating 09 Jan, 2017 Views: 8639
How do I update TaxCalc to the latest version?
Please see our video below on How to Update TaxCalc: For step by step instructions, please see the information below: New features are often implemented throughout the year, and these are installed in free updates throughout the life of your licence. When you first open the program, TaxCalc...
rating 13 Dec, 2022 Views: 7772
Cannot connect to DB - Client machine
The content in this article assumes that the server machine (the machine where the TaxCalc database is held) works. If TaxCalc does not work on the server, please see our article for Cannot connect to DB - Server machine. Below will detail the steps to try and resolve this issue yourself in the...
rating 24 Apr, 2023 Views: 7357
How do I back up the database?
TaxCalc uses a database to store client, accounts and tax return data. This SimpleStep guide will help you to take regular backups. If you run TaxCalc on a network, you must perform the backup on your server. You can't run a backup remotely from a computer that's connected to the server. If...
rating 21 Feb, 2024 Views: 7339
Setting up a new machine or user on CloudConnect for the first time
The following steps should allow users to add a new user/machine to CloudConnect. There are three main steps. Set up a new user in the CloudConnect database Add TaxCalc to the computer Log in as the user for the first time Please Note: The following information will be required in...
rating 24 Mar, 2020 Views: 7160
Cannot connect to DB - Server machine
If you are receiving the "cannot connect to database" error message on the machine/server where the database is held (server), there are a few things that need to be checked before proceeding. Firstly, we would always recommend re-starting the machine/server that holds the database and trying...
rating 16 Oct, 2019 Views: 7119
How do I configure the firewall for the network version of TaxCalc?
The following ports must be open to allow access to the discovery service and the database, and should suffice for most installations. Server Side Incoming Rule discoveryservice.exe Port 3838 (UDP) postgres.exe Port 5432 / 5433 (TCP) Outgoing Rule discoveryservice.exe Port 6178 (TCP) ...
rating 24 Mar, 2020 Views: 6439
How to send a Health Check report
In order to diagnose certain issues it may be necessary to send TaxCalc a Health Check. This can be completed from inside the program by using the menu options on the top toolbar. Help > Send HealthCheck to TaxCalc If, however, you cannot open the program, you can send a Health Check...
rating 18 Oct, 2022 Views: 6350
How do I add Proxy Server settings to TaxCalc?
Some networks require Proxy authentication to allow external access (web), You can now configure these proxy settings within TaxCalc. At the Hub screen click Settings > Proxy Server Settings The Proxy Server Settings Window opens. You need to fill the following screen with the relevant...
rating 24 Mar, 2020 Views: 5803

Prev Next
1 2 3 4 5 6 7 8 9 10