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Video tutorials
How do I resubmit a return or file an amended return?
If, after making a successful submission, you need to make changes and file an amended return. Please see the video tutorial for a walk through of the process. Alternatively, please follow these written steps: Make your corrections. Click on Check & Finish. Check and review your...
rating 21 Mar, 2019 Views: 30878
How do I download TaxCalc?
To download and install TaxCalc on a new computer, or update it on a computer that already uses TaxCalc, we recommend viewing our video tutorial shown below: Alternatively please follow these written steps: Go to the TaxCalc website. Click on Log in and enter your email address and...
rating 11 Mar, 2019 Views: 11165
How do I find a missing file? (Individual, Partnership and Limited Company users)
When using TaxCalc's Individual, Partnership and Limited Company range of products, all returns that you create are stored on your local machine as return files. The files will be named with the following extensions: Individual – .tcsXX (where XX is the relevant tax year – for example...
rating 20 Aug, 2019 Views: 6957
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 24 Apr, 2019 Views: 3644
How do I print a copy of my return?
You can easily print your tax return to a printer or PDF. Please see the below video tutorial for more information. Alternatively, please see the written instructions below: Open the tax return. Click on Check and Finish. Click on Print. Click on Next Step in the HMRC warning message (if...
rating 10 Jan, 2019 Views: 2428
How do I import a return from the previous year's tax return? (Individual Users)
Depending on whether you are looking to import a single tax return file or multiple tax return files, the instructions will vary. Below are 2 videos, the first for importing multiple tax returns and the second for single file. Video 1 - Multiple tax return files Video 2 - Single tax return...
rating 10 Jan, 2019 Views: 1879
MTD VAT Video Tutorial for Agents.
With Making Tax Digital for VAT now in place, the below video is a walkthrough on how to use your existing VAT Filer product for MTD VAT submissions. Please note that we will be updating this article in due course to contain the supporting steps in written format.
rating 12 Apr, 2019 Views: 1206
Enabling automatic tasks in TaxCalc: a SimpleStep guide
In Client Hub's Task Management system, you can set up automatic tasks when you create new clients. You can also edit automatic tasks for existing clients. You can use this to link tasks such as accounts, tax returns and VAT return deadlines. The following instructions show you how to set up an...
rating 19 Nov, 2018 Views: 1185
How do I submit a tax return online?
Once you've completed your tax return, you can submit it online using TaxCalc. To do this, please see our video tutorial below: Alternatively, please see the written steps below: Click on Check and Finish. If there are no errors, click on File Online. Make sure the Test File box is...
rating 11 Jul, 2019 Views: 615
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 12 Jan, 2019 Views: 526

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