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

Hot Topics
SimpleStep Guides
Release Notes
Technical
Known Issues

HMRC Status
Useful Links
MTD for Agents MTD for Businesses What is MTD
Preparation
Agent Services Account
MTD for VAT
MTD for Income Tax
MTD for VAT
Digital Record Keeping
Quarterly Updates
Step-by-step Guide
HMRC's MTD Timeline
TaxCalc's MTD Journey
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 05 Nov, 2020 Views: 37578
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: 27275
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: 11191
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 05 Nov, 2020 Views: 8543
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 05 Nov, 2020 Views: 4440
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: 3509
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 05 Nov, 2020 Views: 2636
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 05 Nov, 2020 Views: 2632
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: 1988
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: 1857
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: 990
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: 895
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 09 Apr, 2020 Views: 165