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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 23 Mar, 2021 Views: 43450
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 10 May, 2021 Views: 36804
How do I import a Trial Balance using a CSV?
You can save time when importing Trial Balances into Accounts Production by exporting a CSV (comma-separated values) file from your bookkeeping software. This is quicker than manually entering the data. Below is a short video that will take you through the import routine. Alternatively, for a...
rating 27 Apr, 2020 Views: 12792
How do I find a missing file? (Individual, Partnership and Limited Company users)
When using TaxCalc's non -practice (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 –...
rating 15 Dec, 2020 Views: 9989
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 09 Apr, 2021 Views: 5065
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 05 Nov, 2020 Views: 3876
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 24 Mar, 2021 Views: 3388
How do I use Mail Merge?
Mail Merge allows you to export client data into Microsoft Word documents, including letters and forms. You can access Mail Merge via Practice Manager. Please see the video below to walk you through the process or the written instructions further below. Open Practice Manager from the home...
rating 29 Apr, 2021 Views: 3117
How to install the Windows version of TaxCalc
The process to install the Windows version is broadly the same for Individual and Practice users. Running an installation will install a new version or update an existing copy of TaxCalc. Download the latest version of TaxCalc. Depending upon the version you have, you may be offered TaxCalc for...
rating 13 Jan, 2021 Views: 3117
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: 2918
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. From April 2021, we have updated functionality to allow creation of an MTD period manually, before using the Fetch or Filing process to verify the...
rating 23 Mar, 2021 Views: 2343
TaxCalc integration with Xero
Please note: Xero functionality requires users to be on version 11.16.121 or higher. Please go to Help > About to verify your software version and update as required, to continue to use the integrations with Xero. Introduction Importing a Xero Trial Balance Video Step by Step Guide Flow...
rating 15 Sep, 2021 Views: 1409
2-Way TaxCalc integration with QuickBooks
In the 2019 release of TaxCalc, there has been added functionality to the QuickBooks Online integration. With the 2- way integration, not only can you import a trial balance directly in to a specified year-end into the Accounts Production module, but you can now also post journals back into...
rating 04 Aug, 2020 Views: 1393
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 05 Nov, 2020 Views: 1114
TaxCalc integration with FreeAgent
TaxCalc’s integration platform offers integration with online accounting software FreeAgent for Practice and Non-Practice users. TaxCalc Accounts Production provides you with an easy-to-use wizard to import a year-end trial balance directly from FreeAgent in a few simple steps for both...
rating 12 Apr, 2021 Views: 288