Below are the Release Notes for TaxCalc 2026 releases. Click to see the Release Notes for 2013-2019 > 2020-2024 > 2025
Please note we phase releases out so you may not see this available straight away.
Please note:
For Customers who have not already updated to Version 19, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.
This release may result in a change to the IR Mark on any existing V3 CT600 returns.
Please check our System Requirements before installing this version of TaxCalc.
Product summary
Tax Return Production
Accounts Production
Practice Manager
eSign Centre
AML Centre
Companies House Forms
This release marks the first phase of our MTD Tax Return Production software going live for the 2025/26 tax year.
On creation of a 2026 Tax Return, a new ‘MTDITR - Individual Tax Return’ option will now be available in the dropdown list for ‘Type of tax return’.
Please note that MTD Tax Returns created in a previous version of the software will need to be deleted and recreated.
For more information about the completion of a MTD Tax Return, please see our knowledge base article.
Phase one includes data entry for the following income, reliefs and tax adjustments:
Self Employment, including CIS deductions
State pension and other taxable state benefits
Bank, building society and other UK interest
UK dividend income (excluding directors' dividends)
Pension contributions
Charitable donations
Student and Postgraduate loan repayments
Child benefit tax charge
Alongside data entry, the following functionality is also available for the above income, reliefs and tax adjustments:
Fetching data from HMRC (where applicable)
Updating HMRC with data entered in the Tax Return
On-the-fly software tax calculations
Fetching HMRC tax calculations
Summaries of data entered
Checks to ensure data entered conforms to HMRC's filing requirements
Checks to ensure the HMRC tax calculation is in line with the software tax calculation
Submitting the Tax Return
Confirming the Tax Return has been successfully received and all obligations met for the year
Phase two scheduled for Autumn 2026 includes additional income, reliefs and allowances for 2025/26 tax year.
Further to the updates for FRS 102 periodic review 2024 amendments in the summer release, the following updates have been made in relation to the disclosures:
The following notes have been added to Admin Centre and can be customised to apply to all clients:
Lease liabilities
Right-of-use assets
Lease liabilities accounting policy
Drill-down functionality has been applied to the Right-of-use assets, Turnover, Lease liabilities and Dividends notes
Lead schedules have been updated to include right-of-use assets, current and long term liabilities.
For limited companies, LLPs and groups
Where there are no cost of sales the gross profit will no longer be displayed on the profit and loss accounts, the trading profit and loss will also be updated to refer to detailed profit and loss.
A Check and Finish message has been added where the impairment or reversal of impairment charge for tangible assets, fixed assets and right-of-use assets in the Profit and Loss Account does not match the corresponding impairment or reversal of impairment movement in the Balance Sheet.
For partnerships and sole traders an option has been added to exclude comparative year figures when printing financial statements so the accounts can be run for the current year only.
Charity Accounts
When there is only one activity to display, the Direct Costs and Support Costs notes will show a single table with separate columns for the current year and prior year, rather than two separate single-column tables.
The Direct Costs and Support Costs tables will now split the table correctly when more than five activities are displayed as column headings.
The Strategic Report will no longer be referenced on the contents page of the financial statements for charities.
Balance Sheet values will now display correctly where an account total includes a credit for one fund class and a debit for another fund class.
For limited companies, LLPs and groups:
Comparative figures for the Dividends note will now display correctly when the “Include a breakdown of interim and final dividends” on the edit note screen is ticked only in one of the current year and prior year.
The Net Current Assets/Liabilities total will now correctly include credit balances posted to ‘Cash at bank and in hand’ for sole traders and partnerships.
Filing online will allow the user to file successfully to Companies House and will no longer result in the following online filling errors:
2 inconsistent duplicate facts for ‘Equity’
2 inconsistent duplicate facts for ‘CharityFunds’
Error 9999, invalid content found for the sustainability note
CIC accounts prepared on Mac machines will now submit successfully without resulting in the “Your package accounts zip file is not valid” error.
Supporting MTD Income Tax Return (MTD ITR)
Practice Manager now supports the creation of MTD ITR jobs, either individually or in bulk. The workflow has been aligned with the existing SA100 process, providing a familiar user experience.
MTD ITR has also been integrated with Document Manager and eSign, allowing users to send MTD ITR documents for storage and electronic signature in the same way as other Self Assessment returns.
Office restrictions now work as expected, including scenarios where the restriction is set to 'No Office Assigned', ensuring users can only access the clients and data appropriate to their permissions.
Users can once again add documents to an eSign envelope from across the TaxCalc modules and send envelopes successfully without encountering unexpected messages.
Improved performance when creating AML identification records for clients who already have existing identification records.
The Overall Risk table will now remain stable when navigating to the Conclusion screen after completing a client’s risk assessment.
The following forms have been updated to their new versions.
AD05 - Notice to change the situation of an England and Wales company or a Welsh company
AA06 - Statement of guarantee by a parent undertaking of a subsidiary company
NM01 - Notice of change of name by resolution
Please note:
For Customers who have not already updated to Version 19, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.
This release may result in a change to the IR Mark on any existing V3 CT600 returns.
Please check our System Requirements before installing this version of TaxCalc.
Product summary
eSign Centre
Practice Manager
Accounts Production
Envelopes created directly from the MTD Quarterly Filer module that have been successfully sent to and signed by clients are now displayed in the eSign Centre table.
The warning message previously shown when previewing an MTD Quarterly Filer document added to an eSign envelope via Add TaxCalc Documents is no longer displayed. Documents can now be previewed successfully, and eSign Signature and Date tags can be added as expected.
eSign Signature and Date tags can now be placed on any page of a document, regardless of its length.
eSign Signature and Date tags now retain their intended position and no longer move unexpectedly to other sections of the document.
Updated the wording on the Engager.app Data Sync Options screen in Admin Centre to clarify how data is handled.
When 'Allow…' is selected, data from password-protected tax returns will be included in the sync and made available in Engager. To prevent a client's data from being synchronised, password protection must be applied to the client record itself.
The Detailed Statement of Financial Activities will now be correctly excluded when submitting charitable company (limited by guarantee) accounts to Companies House.
Audited charity accounts registered in Scotland or Northern Ireland can now be filed successfully with Companies House.
Please note:
For Customers who have not already updated to Version 19, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.
This release may result in a change to the IR Mark on any existing V3 CT600 returns.
Please check our System Requirements before installing this version of TaxCalc.
Product summary
Tax Return Production
Practice Manager
Accounts Production
MTD Quarterly Filer
VAT Filer
General
Passwords are now correctly pre-populated when saving a PDF version of the tax return.
SA100 (Individual Tax Returns)
What If Planner for 2026/27 is now available.
Student loan calculation now includes other dividend income.
User alert added where Top Slicing Relief is not calculated or recalculated.
Support added for new Student Loan Plan 5 (2026).
Dividend tax rates updated.
Notional tax credit removed for UK dividends received by non-residents.
Updated Scottish income tax bands applied.
General Maintenance
Foreign Property losses memorandum report now correctly calculates the total loss carried forward when relieved against profits.
SA106 Foreign income page: selecting “Yes” in the warning dialogue now removes all entered data.
Foreign Income & Gains (FIG) Relief report removed from the previous years’ left hand menu.
HMRC Exclusion 46 has been removed.
Transition profit calculation corrected for partnerships to ensure accurate untaxed amounts carried forward.
Temporary Repatriation Facility (TRF) guidance text updated to remove reference to 2017/18.
Temporary Repatriation Facility (TRF) election (box 50) can be safely toggled without triggering HMRC filing errors (4065/4080).
Payments on Account (POA) now calculated correctly where Temporary Repatriation Facility (TRF) payments are included.
Tax calculation summary now includes a separate line for foreign pensions.
Self-employment transition profit wizard corrected for brought-forward amounts and display issues.
Class 4 NI exemption is now automatically applied when in receipt of partnership income and over state pension age.
Company car wizard updated to apply correct emissions percentages for 120–124 range.
Guidance added for Foreign Tax Credit Relief where property income may require restriction under a DTA.
Employment page validation updated to allow ‘NONE’ as PAYE reference for close company directors.
Link added to employment pages directly from the dividends section.
Dividends are now correctly rounded in the close company section of the employment pages.
Dividend wizard print preview now displays the company name when marked as a close company.
Foreign interest and dividend income submitted is now amalgamated per country code across income sources, per HMRC ‘Special’ 62.
SA302 updated to display Winter Fuel Payment charge for Welsh taxpayers.
High Income Child Benefit Charge calculation corrected to prevent rounding errors.
Print preview now correctly displays FIG box entries (NRD23 and NRD24).
SA110 print preview updated to latest version.
SA951 print preview updated to latest version.
HS290 Business Asset Roll-Over Relief updated for both screen and print preview.
HS345 Pension Savings – updated form to be implemented once released by HMRC.
Help links and icons added for newly introduced fields across the 2026 product.
SA800 (Partnerships)
Print preview issues affecting capital allowance boxes resolved.
CT600 (Corporation Tax)
Capital allowances updated:
HMRC workaround applied for zero-emission cars from 1 April 2025.
First Year Allowance (FYA) extended to March 2027.
Full expensing now correctly available for acquisitions after 31 March 2026.
Manual grid corrected to prevent balancing charges being incorrectly added to allowances.
Creative Industries Supplementary Pages (CT600P):
Corporation Tax computations updated.
Improved validations.
Fixes for online filing failures and minor issues.
Research & Development Supplementary Pages (CT600L):
Updated text for box L167 in SimpleStep.
RDEC box L72 corrected to prevent HMRC filing errors when pence values are entered.
HMRC filing error #9630 resolved (L62 calculation is now correct when L35 is populated).
Virtual Cabinet Integration: TaxCalc now supports integration with Virtual Cabinet as a document manager (Windows only). To ensure sent documents are stored in the correct location, administrators must map TaxCalc fields and document types to Virtual Cabinet when enabling the integration. This setup will be completed with the support of a Virtual Cabinet consultant.
Improved visibility of multiple businesses per client within the Client List, allowing users to easily identify clients with multiple businesses and view the work status of the businesses' quarterly submissions.
A new optional Business Name column has been added to the Work Management table. The column is not displayed by default. Users can enable it by right‑clicking the column headers and selecting Business Name. This column displays the business associated with each job/task, removing the need to open the job for this information. This is especially useful for clients with the same job for a client that has multiple business (for example, MTD QF jobs).
Performance improvements made when adding custom fields in bulk, significantly reducing processing time.
A new CHPersonal column has been added to the CSV import file. From 18 November 2025, Directors and PSCs must provide a Companies House personal code following successful identity verification. This field is now captured during import and mapped to the relevant TaxCalc field.
Addition of a new permission to security roles that allows users the ability to ONLY view and edit clients.
A new Engager.app tile has been added to the TaxCalc Product Launcher.
Linked practices:
A Launch option is displayed.
Users are taken directly to Engager if already logged in, or to the Engager login page if not already logged in.
Unlinked practices:
A Find out more option is displayed.
Users are directed to an Engager information page.
The Engager.app column in the Client List can be sorted: First click: Engager‑linked clients appear at the top. Second click: Order is reversed.
The option previously labelled ‘Engager.App Files’ within ‘Send to Document Manager’ has been renamed to ‘Engager.App’. No changes have been made to the underlying functionality for sending documents.
NOTE: Changes in this release in preparation for new Engager functionality (due to go live July 2026 – please refer to Engager announcements for more information):
Allowing for Engager job status to change to ‘Filed’ automatically when submissions are completed in TaxCalc.
Surfacing a list of TaxCalc datapoints in templated communications in Engager. If a firm wants their clients' tax data to be made available in Engager (except for password protected clients) they will need to change this in Admin Centre in TaxCalc, as this will initially be defaulted to ‘Not allowed’ for all clients.
General Maintenance
PAYE Office and PAYE Ref data are now being displayed correctly on reports after client import using the csv import file. PAYE Office and PAYE Ref are also returning results on the data mine as expected.
Special characters on custom work item statuses no longer have an impact on the dashboards. The correct count is now displayed on the widgets for the custom statuses.
Changes implemented so that time logs saved now also appear on the WIP Overview page.
Assignees created on new custom fields now correctly pull through to the job template when a job is created, and do not appear as Unassigned.
FRS 102 Periodic Review 2024 amendments
Following from the FRC Periodic Review of FRS 102, we have made the following updates for accounting periods commencing on or after 1 January 2026, with an option to adopt early for periods before this:
New account codes
A new right-of-use asset class has been added within the Fixed Asset section of the Balance Sheet:
4175 - 4178 (sub-accounts 1-22).
Edit notes
New freeform accounting policy for ‘Leases’.
New right-of-use asset note – populated by postings made to account 4175-4178 (sub-accounts 1-22).
Report Changes
We have updated statutory report outputs to include the new disclosures and corresponding notes showing the breakdowns, including a new a leasing note.
The Balance Sheet has been updated to display the following:
Fixed Assets – Owned and Right-of-use assets.
Current Assets – Contract assets.
Current Liabilities within one year and above one year – Contract liabilities.
SORP 2026 updates
Charities SORP 2026 updates are available for accounting periods beginning on or after 1 January 2026, with an option to adopt early for periods before this.
The updates include:
a new three-tier reporting structure: Tier 1 (up to £500k), Tier 2 (£500k to £15m) and Tier 3 (over £15m)
updates to Trustees’ Report
revised income recognition requirements
lease accounting changes under the updated FRS 102 framework.
Report outputs and disclosures have been updated with associated iXBRL tagging.
General Maintenance
The Creditors: The Amounts Falling Due After More Than One Year note will display the director loan account row description with the correct apostrophe: “Director’s loan account” when there is only one director and “Directors’ loan account” when there are two or more directors.
Re-opening the Chart of Accounts will open without a short delay, correcting the previous slow performance.
The Charities iXBRL tagging has been updated to use the appropriate applicable legislation when the small companies regime checkbox is ticked.
The value in the “Cash flows” column will now automatically update based on the value entered in the “Non-cash changes” column for the “Debts falling due after more than one year” row.
Filing online will allow the user to file successfully to Companies House and will no longer result in the following online filling error:
Cannot find context definition with id 'GROUP_CURRENT_FY_PERIOD_InvestJointVenture1' on element '{http://xbrl.frc.org.uk/fr/2025-01-01/core}NameJointVenture'.
The ability to select a declaration and signature on the data import summary is now available.
There have been minor updates to the data import and mapping screens for foreign property businesses.
Visual improvements have been made to the data import summary for foreign property businesses.
The import screen has been corrected to prevent excessive decimal places when viewing a spreadsheet.
The import screen has been corrected to prevent excessive decimal places when viewing a spreadsheet.
Please note:
For Customers who have not already updated to Version 19, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.
This release may result in a change to the IR Mark on any existing V3 CT600 returns.
Please check our System Requirements before installing this version of TaxCalc.
Product summary
Tax Return Production
Practice Manager
eSign Centre
Accounts Production
Corporation Tax
Updated print preview to ensure that the data in box L72 on the R&D Supplementary pages is included.
Validation error #8039 is no longer displayed when it’s not relevant.
Validation error #9885 is no longer displayed when it’s not relevant.
Improved functionality relating to first year 40% capital allowances.
Trust Tax
Reinstated the correct version of form R185 for Estate Trusts.
The ‘Send to Document Manager’ option has been enabled for macOS users. It is now accessible within the Check & Finish section across the following modules:
Tax
MTD Quarterly Filer
eSign
Accounts Production
VAT Filer
HMRC Forms
Companies House Forms
Company Incorporator
Users integrated with multiple providers can select their preferred destination. Where only one compatible integration exists, it will be selected by default.
The Workiro ‘enabled’ setting is now managed at the practice level. This ensures the status is automatically applied to all existing clients and any new clients added to the practice, allowing them to have the option to send documents to Workiro.
The Country of Incorporation is now set based on the CRN prefix, rather than defaulting to England and Wales.
The eSign module no longer closes unexpectedly on macOS, ensuring a stable and consistent user experience.
The signature and date tag placements have now been corrected when documents are sent for signing.
The ‘Send to Document Manager’ dialog will correctly generate and upload registrar financial statements from the Check and Finish menu where previously the full financial statements were incorrectly being uploaded.
Please note:
For Customers who have not already updated to Version 19, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.
This release may result in a change to the IR Mark on any existing V3 CT600 returns.
Please check our System Requirements before installing this version of TaxCalc.
This release is available upon request owing to a planned release w/c 18th May.
Product summary
Practice Manager
Send to Document Manager is now available on macOS
The ‘Send to Document Manager’ option has been enabled for macOS users. It is now accessible within the Check & Finish section across the following modules:
Tax
MTD Quarterly Filer
eSign
Accounts Production
VAT Filer
HMRC Forms
Companies House Forms
Company Incorporator
Users integrated with multiple providers can select their preferred destination. Where only one compatible integration exists, it will be selected by default.
Workiro 'enabled' status applied at practice level
The Workiro ‘enabled’ setting is now managed at the practice level. This ensures the status is automatically applied to all existing clients and any new clients added to the practice, allowing them to have the option to send documents to Workiro.
macOS eSign unexpectedly closing
The eSign module no longer closes unexpectedly on macOS, ensuring a stable and consistent user experience.
Please note:
For Customers who have not already updated to Version 19, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.
This release may result in a change to the IR Mark on any existing V3 CT600 returns.
Please check our System Requirements before installing this version of TaxCalc.
Product summary
Tax Return Production
MTD Quarterly Filer
VAT Filer
Practice Manager
Accounts Production
Biometric Identity Checks
AML Centre
Companies House Forms
TaxCalc display should now adhere to operating system scaling settings with improved handling of high DPI displays.
Printing using the ‘internal’ view modes has been improved throughout to:
Preventing printing of blank pages.
Allow for the printing of page ranges (rather than the entire document).
General Maintenance
Mac users can now open locked returns and set them to unlocked status if required.
All SA Tax Returns
HMRC Specials and Exclusions have been updated for the 2025/26 tax year.
SA100 Individual Tax Returns
HMRC Helpsheets used within the application have been updated for the 2025/26 tax year (HS325, HS302, HS304, HS290, HS295, HS300, FTCR (HS263), HS345).
Please note that only screen changes have been made for Helpsheet HS345; we are waiting for a revised PDF of the HS345 from HMRC
Improved validations relating to questions on the employment page regarding directorships and close companies.
Improved the opening and closing of the Foreign Income & Gains (FIG) wizard to ensure that previous wizard history is retained.
Averaging adjustments that are negative (_FSE72) will now appear on the Self Employment summary.
Included additional wording on the Asset Details screen for Capital Gains Tax for Unlisted shares and securities to clarify treatment where there’s a claim for BADR and Investor’s Relief.
Removed a Check & Finish warning message relating to Investors' Relief which is no longer required.
Updated the calculation of losses relating to QAHC disposals when a claim for FIG relief is also being made.
Updated the data entry for boxes FOR11.1 and FOR13.0 to ensure that the same information is being reflected in SimpleStep and HMRC Forms mode.
Ensured that multiple copies of Foreign pages 6 and 7 are only displaying boxes 33-46 on one page (single entry boxes).
Unlocked box FOR31 on the Foreign pages and also updated its tooltip to exclude reference to Furnished Holiday Lettings.
Updated functionality relating to the parent page of the Foreign SimpleStep journey to ensure that data is only cleared when the action has been confirmed.
Updated the Check & Finish message relating to mandation into MTD for Income Tax for 2026/27.
SA800 Partnership Tax Returns
Updated the Partnership Land & Property Summary so that the losses row is only shown when there is an overall loss.
Updated the Partnership Land & Property Summary so that ‘Cost of replacing domestic items’ is shown as a ‘Relief’ item rather than a ‘Tax Adjustment’.
Locked the ‘Total other expenses’ box on the Land and Property and Foreign Land and Property screens as this value is calculated automatically.
SA900 Trust Tax Returns
Ensured that the SA951 Tax Calculation Summary is correctly showing a value in box T7.35A.
Retained the ticks in boxes 8.4 and 8.4.1 when Trust type ‘Unauthorised Unit Trust’ is selected on the ‘About The Trust’ page.
Updated the display of taxable income rows on the SA302 Tax Summary.
CT600 Corporation Tax Return
Included NEW CT600P Creative Industries supplementary pages.
Provided auto-recalculations for Returns where an AVEC/VGEC/Creative Tax Credit Relief claim has been made and the Return:
has not yet been filed
was previously locked
has been already submitted to HMRC but requires an amendment and re-submission.
Updated CT600E Charities supplementary pages.
Updated CT600L R&D Supplementary pages.
Updated the writing down allowance (WDA) rate to 14% from 1 April 2026.
Included functionality to manage first year allowance claims at 40%, applicable for purchases made on or after 1 January 2026.
Updated the loan to participator calculations to take into consideration the increased rate of 35.75% from 6 April 2026.
Updated print preview for CT600I Ring Fenced Trades.
Ensured that the Corporation Tax Return prints as expected when an ‘amended’ watermark has been added.
Updated functionality for foreign property businesses to ensure that data can be sent on a property by property basis for the 2026/27 tax year.
Provided messaging to advise that a spreadsheet cannot be saved if its name exceeds 60 characters.
VAT submission receipt can now always be displayed and printed.
Workiro Integration
TaxCalc now integrates seamlessly with Workiro as a Document Management Provider, providing a smoother workflow for practices managing documents across both platforms.
TaxCalc CloudConnect customers who use Workiro can now:
Authorise TaxCalc directly from Workiro (process managed by Workiro).
Send documents from TaxCalc straight to the client’s area within Workiro.
MTD
Added functionality to always show the available MTD Tax Years on jobs and tasks. This will automatically default to the latest available year but users can select a different year from the dropdown menu.
A new Work Item Status Widget called "MTD Quarterly Updates" has been added to the dashboard for improved visibility and tracking.
Report ‘MTD IT - Potential clients based on 2025 income’ can now be run on standalone systems.
Engager
Limited companies can be set as limited by shares/limited by guarantee as applicable in Engager to ensure that Limited Companies created in TaxCalc from Engager have all the required fields.
General Maintenance
The ‘Add to eSign envelope’ button on the MTD QF module is available for documents that are in Progress
New clients can now be authorised for SmartVault Document Manager without triggering an error
You can now prepare and electronically file SORP compliant accruals accounts for charities registered in Scotland and Northern Ireland.
Limited companies, LLPs and Charities have been updated to apply the new FRC 2026 taxonomy for periods ending after 31 March 2026.
General Maintenance
The Balance Sheet declaration will now display correctly when size of company (as defined by Companies Act) is set to medium or large and the accounts are audited.
The Detailed Statement of Financial Activities is no longer displayed in the preview mode on all edit notes screens.
Appliable iXBRL tagging has been applied to the other income note for successful filing to Companies House and HMRC.
Gridlines will now display correctly when adding a standard or custom table within edit notes.
Filing online will allow the user to file successfully to Companies House and will no longer result in the following online filling errors:
Element 'ix:hidden' cannot have character [children], because the type's content type is element-only." for periods starting in 2026.
cvc-complex-type.2.4.a: Invalid content was found starting with element '{"http://www.w3.org/1999/xhtml":div}'. One of '{"http://www.w3.org/1999/xhtml":tr}' is expected.
Mac users should no longer experience intermittent crashes when previewing notes to the accounts or viewing drill-down of calculated values on the financial statements.
Date of birth will no longer be mandatory when creating Biometric Identity Check Wizard Step 2 (Client Details) for the following checks;
Biometric Identity Check for Companies House - Option 1
Biometric Identity Check for Companies House - Option 2
General Maintenance
The Clients/Contacts filter within Client Due Diligence will now apply the filter selection correctly.
The display will now be correct when selecting to add a custom source for source of wealth and funds.
Synchronisation wizard will no longer highlight matching records as not in sync.
Updated paper forms to their new versions:
AA01 - Change of accounting reference date
SH01 - Return of allotment of shares
General Maintenance
Rejection code and details of the rejection will be displayed correctly in the online filing results window when forms CS01 and VS01 have received a rejection following submission Companies House.
Sections 1-3 will now be populated correctly on the printed copy of the AA06 (Statement of guarantee by a parent undertaking of a subsidiary company).
Please note:
For Customers who have not already updated to Version 19, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.
This release may result in a change to the IR Mark on any existing V3 CT600 returns.
Please check our System Requirements before installing this version of TaxCalc.
Product summary
General
Tax Return Production
Practice Manager
eSign Centre
Accounts Production
AML Centre
Users on older Mac versions (for example ‘Ventura’) should now be able to connect to Cloud Connect.
Users on older Mac versions should also be able to connect to other online services like Bookkeeping connect, eSign and AML verification.
Printing of the Individual Tax Return has been updated to ensure that all the required boxes are populated as expected. A few fields were not appearing.
SA302 Tax Calculation has been updated to exclude the personal allowance where both FIG income relief and FIG gains relief are both being claimed.
Client sync wizard has been updated to ensure that it is not triggered when there is no data held in Practice Manager or the Tax Return.
Automatically generated PDF attachments now print as expected.
Foreign income and gains can be entered into the Tax Return without issue on Mac.
Engagement letters can be successfully created from the client record as expected.
Adjusted eSign signature and date tag sizes to ensure they display correctly.
Having an office client restriction no longer prevents users from being added to an eSign envelope.
Financial statements will display the previous scroll position when refreshing report after making changes via edit mode.
Relevant document types will be displayed when creating identity evidence.
Choosing to customise the document type will correctly display the dialog when creating identity evidence.
Please note:
For Customers who have not already updated to Version 18, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.
This release may result in a change to the IR Mark on any existing V3 CT600 returns.
Please check our System Requirements before installing this version of TaxCalc.
Product summary
General
Tax Return Production
Accounts Production
Practice Manager
For some Mac users experiencing startup issues, TaxCalc should no longer unexpectedly close on startup.
Print preview has been updated so that the data on the employment pages relating to boxes 7.2 and 7.4 is correctly aligned.
CIC accounts will submit successfully when uploading the zip package via the Companies House online filing portal.
Custom fields can now be created without causing TaxCalc to close unexpectedly.
Users can send previously created and saved e‑Sign envelopes without encountering error warnings.
Tax Work Item statuses can be created and saved without the application closing unexpectedly.
Please note:
For Customers who have not already updated to Version 18, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.
This release may result in a change to the IR Mark on any existing V3 CT600 returns.
Please check our System Requirements before installing this version of TaxCalc.
Product summary
Tax Return Production
MTD Quarterly Filer
Practice Manager
Accounts Production
Companies House Forms
Biometric Identity Checks
AML Centre
Technical
General Maintenance
Ensured that Tax Returns are automatically saved when adding to eSign envelopes.
SA100 & R40 – Individual Tax Return
Incorporation of the 2025/26 R40, SA100 Tax Returns and supplementary pages including:
Multiple changes to support the new Foreign Income and Gains (FIG) relief.
Removal of data entry relating to furnished holiday lettings.
Updated calculations, summaries and wizards.
Updated SimpleStep(R) for the 2026 tax year.
Updated the Transition Profits wizard for the new tax year.
Added functionality so that Class 4 NIC losses can be tracked.
Added the ability to claim the new 40% first year allowance within the Capital Allowances wizard.
Added a new information message for individuals who have made pension contributions and reached the age of 75 during the year.
General Maintenance
The TaxCalc Summary no longer includes a second row for additional rate income twice in the non-savings total (display issue only).
Added auto-population of the Agent Reference Number (ARN) on the R40 where the ARN has been entered through Admin Centre.
SA800 – Partnership Tax Return
Incorporation of the 2025/26 SA800 Tax Return and associated supplementary pages, including updates to summaries, wizards, HMRC helpsheets and worksheets.
Updated SimpleStep(R) for the 2026 tax year.
General Maintenance
Added ability to view the partnership allocation table on the Property Summary when an overall loss has arisen.
SA900 – Trust Tax Return
Incorporation of the 2025/26 SA900 Tax Return and associated supplementary pages, including updates to summaries, wizards, HMRC helpsheets and worksheets
General Maintenance
Unlocked box 5.17B on the Capital Gains Tax pages of the Tax Return.
The Tax Summary no longer includes a July payment on account when not required.
Updated the Tax Summary to only show rows relating to income tax chargeable when necessary.
CT600
Added an option to attach iXBRL accounts from Accounts Production for charities.
Added a reminder dialog to the RDEC wizard to ensure that RDEC claims are being added back in the tax computation where necessary.
Simplified validation messages relating to commencement and cessation dates entered in the software.
Added Agent Authorisation for Making Tax Digital.
Added the ability to fetch and link businesses with HMRC, within the client record, where a Tax Return Production or MTD Quarterly Filer licence is held.
Made performance improvements to the bulk update to allow for more records to be updated in one operation, making it possible to remove the 30,000 jobs/tasks limit that was implemented previously.
Added MTD Income Tax to the Filing status widget, so you can now see its availability status.
Changes made to the ‘Clients Enrolled for MTD’ widget. This has been split in two. There is now a separate widget for ‘Clients Enrolled for MTD Income Tax’ and another for ‘Businesses Enrolled for MTD VAT’. This will make it easier for you to distinguish between those enrolled for MTD IT and those for MTD VAT.
More MTD integration with PM:
Added ‘Link to Work Type’ dialog via MTD QF module.
Enabled ‘Link to Work’ button for MTD QF module.
Added link to work dialog for MTD QF module.
Added MTD Jobs automation around the different eSign statuses.
MTD: eSign – addition of the ‘Add to eSign’ button with the MTD module, so that MTD documents (Data Import Summary and Tax Calculation to Date) can be added to an eSign envelope alongside other document types.
MTD: Document Manager – signed MTD docs can now be sent to document manager from the eSign module.
Engager Integration
Sending documents to Engager
Customers linked with Engager will be able to send documents to Engager. When you select ‘Send to Document Manager’, you will have an option to select from the providers available to you (for example, SmartVault and Engager) and also select the folder that you want the document(s) to be added to on the Engager side.
Launching TaxCalc from Engager
Linked/Authenticated customers will be able to launch TaxCalc from Engager. This is to complement the feature that was added a few months ago to allow linked customers to launch Engager from TaxCalc.
General Maintenance
Customers can now search and find any of their linked clients in SmartVault as expected.
The Filing Status – MTD quarterly updates widget counters now shows data correctly and does not default to '0'.
In SQLite, created tax years are now visible in the Select Tax Year dialog.
Removal of a sentence that referenced a KB that was no longer active on the ‘Restore Database’ screen – users will no longer be clicking on a link that returns a 404.
When setting client restriction within the Admin centre, the view is now as expected.
Columns added to Practice Manager are now re-instated when the application is closed/re-opened.
Performance improvements made to the VS01 report to ensure that it is always generated (and generated faster).
Charities incorporated as limited by guarantee can now file their financial statements electronically to Companies House in iXBRL format.
Accountant’s report – Institute of Chartered Accountants Scotland (ICAS) and Association of Chartered Certified Accountants (ACCA) has been updated with appropriate links.
General Maintenance
Opening Accounts Production will no longer display ‘Reference data is currently being updated’ when the status is completed (for some operating systems on a Mac).
Importing a trial balance from third party will no longer result in an application crash on Macs.
The company information and director/member’s report will no longer display duplication if officers had ceased and then been re-appointed.
The independent examiner’s remuneration note will only display rows with values in current and/or previous year.
Financial statements for FRS 105 now include report of the directors for periods commencing on or after 6 April 2025.
Values entered for the highest paid director note will now save correctly.
Posting batch now saves the date correctly when changing the posting date.
Generating a pdf report with a watermark will no longer result in an error.
Where a prior year adjustment is posted, the Check & Finish(R) message will no longer be displayed indicating the Total comprehensive income in Statement of Changes in Equity does not match Statement of Comprehensive Income.
The iXBRL report has been updated to remove the additional line that resulted in a filing error for Community Interest Companies
Filing online will allow the user to file successfully to Companies House and will no longer result in the following online filling errors:
The item ‘{http://xbrl.frc.org.uk/fr/20250101/core}FurtherItemLoansAdvancesGrantedToRelatedPartiesClassifiedAsFinancingActivitiesComponentCorrespondingTotal’ is not dimensionally valid.
Cannot find context definition with id 'GROUP_CURRENT_FY_PERIOD_InvestJointVenture1' on element '{http://xbrl.frc.org.uk/fr/2025-01-01/core}NameJointVenture'.
2 Inconsistent duplicate fact values (core:Equity).
"Element 'ix:hidden' cannot have character [children], because the type's content type is element-only."
Updated paper forms to reflect the Companies House fee increase effective 1 February 2026.
The following forms have been updated to their new versions.
CH02 - Change of corporate director’s details
CH03 - Change of secretary’s details
CH04 - Change of corporate secretary’s details
AP04 - Appointment of corporate secretary
SH01 - Return of allotment of shares
AA06 - Notice of statement of guarantee by subsidiary company
Form AA03 - Notice of resolution removing auditors from office has been removed, as the form is no longer in use following a change in legislation.
General Maintenance
Form CH01 will now successfully file to Companies House where the occupation field is populated in Practice Manager.
The confirmation statement will now populate all sections related to shares when the confirmation date is set to today’s date.
An option is now available to delete a biometric check record.
A new field has been added to specify the issuing country when creating a new identity evidence record.
The UK Sanctions list has been updated with appropriate links.
General Maintenance
Identification and Risk Assessment records will now sync back to the Anti Money Laundering screen of the client record in Practice Manager.
Risk assessment records can now be created without any errors.
Sections requiring permissions for compliance officers will now be displayed correctly even if only one compliance role is created.
AML identification records will no longer populate an incorrect country after saving.
Upgrading the QT Framework that TaxCalc uses from QT5 to QT6.
This framework upgrade will enable TaxCalc to take advantage of newer technologies to maintain security and enhance functionality into the future.
NOTE: For Windows users only this will change the TaxCalc application from 32-bit to 64-bit. You will be automatically prompted to uninstall the existing 32-bit version during the setup of the new 64-bit version. This is expected.
Please note:
For Customers who have not already updated to Version 17, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.
This release may result in a change to the IR Mark on any existing V3 CT600 returns.
Please check our System Requirements before installing this version of TaxCalc.
Product summary
Technical
Upgrading the QT Framework that TaxCalc uses from QT5 to QT6.
This framework upgrade will enable TaxCalc to take advantage of newer technologies to maintain security and enhance functionality into the future.
NOTE: For Windows users only this will change the TaxCalc application from 32-bit to 64-bit. You will be automatically prompted to uninstall the existing 32-bit version during the setup of the new 64-bit version. This is expected.
Please note:
For Customers who have not already updated to Version 16, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.
This release may result in a change to the IR Mark on any existing V3 CT600 returns.
Please check our System Requirements before installing this version of TaxCalc.
Product summary
Companies House Filing History
TaxCalc 2025 for Individuals & Self-Employed
Polling for submissions via the Companies House Filing Log, where submissions contained at least one Confirmation Statement with director verification pages, will no longer result in the application crashing.
Checking status via the Companies House Filing Log now works as expected in all scenarios and no longer displays the 'Companies House Filing History already open' dialog. A user that had this screen locked must log in once after update to clear the lock.
Resizing the product interface main screen is now possible so that all options are accessible when a size other than the default screen resolution is used.