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

Service 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

TaxCalc Release Notes 2022

Article ID: 2015
Last updated: 09 Dec, 2022

Below are the Release Notes for TaxCalc 2022 releases. Click to see the Release Notes for 2013-2016 > 2017 > 2018 2019 > 2020 > 2021

TaxCalc Product Update - version 13.1.008 - Released on 9th December 2022

Please note: 

  • For Customers who have not already updated to Version 13 or who are MAC users, 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.

Product summary

  • Accounts Production

Accounts Production

  • General Maintenance

    • Resolved an issue where the statutory Profit & Loss Account incorrectly referenced Tax on Profit as Tax on Loss.

TaxCalc Product Update - version 13.1.006 - Released on 5th December 2022

Please note: 

  • For Customers who have not already updated to Version 13 or who are MAC users, 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.

Product summary

  • Tax Return Production

  • Accounts Production

  • Companies House Forms

  • Practice Manager

  • Communications Centre

  • General

Tax Return Production

  • SA100 / SA800 / SA900 Tax Returns

    • An issue relating to Mac Ventura OS which prevented the successful submission of Tax Returns where ‘Additional information’ is populated has been fixed.

    • It is now possible to enter zero in the ‘Tax on UK Property Disposal Return’ or ‘Tax on Real Time Transaction Reporting’ boxes without causing an online submission failure.

    • Real Time Transactions boxes CGT21, CGT29 and CGT37 were incorrectly adding gains to losses instead of deducting which was causing online submission failures.

    • The Check & Finish error message relating to duplicate UTRs for a Partnership and its partners has now been updated to include the Partnership UTR.

    • A new validation has been added to warn users that the number of properties box on the Land and Property pages must be between 1 and 99.

      • If zero is entered, this is removed from the online submission of the Tax Return to ensure the Return will file successfully.

    • Form HS300 calculations have been updated where a capital gains tax adjustment has been entered and there’s a gift aid charge.

    • Form R185E has been updated to ensure that users can step through to page 3 of the form.

    • Box 20.2 on the Individual Property pages has been updated to ensure it isn’t locked when there are multiple ‘other’ properties.

  • CT600 Corporation Tax Returns

    • Group Loss Relief relevant maximum has been updated to correct a validation error message showing when account period dates for the surrendering company haven’t been entered.

    • Import from Accounts Production has been updated to ensure that adjustments are refreshed when the amounts are zero.

    • Import from Accounts Production now takes into consideration a cessation date for the trade where it ceases before the end of the accounting period.

    • R&D SME PAYE boxes have been updated to exclude pence as pence entered was causing online submission failures.

    • Help links relating to some R&D boxes have been implemented.

    • Help links relating to CGT Transactions have been implemented.

    • Special Rate Pool has been updated so the balance of cost after a Special Rate First Year Allowance claim has been made is carried forward rather than being available for WDAs in the same year.

    • Updated the warning message when Freeport Supplementary pages are deleted.

    • Ensured that Freeport asset details are all retained on rolling forward to the next Corporation Tax Return.

    • Updated box 830 relating to non-trading losses on Intangible Fixed Assets to ensure that losses brought forward are not included.

  • HMRC Forms

    • HMRC form SA303 text and available years have been updated to bring it up in line with the current tax year.

Accounts Production

  • General Maintenance

    • Resolved an issue where large volume of data resulted in the Audit trail and Nominal ledger reports being unable to produce the report.

    • Profit & Loss Account lead schedule will remove the ‘Tax on Profit’ line item when the option is selected to exclude tax on profit from Trading Profit & Loss Account.

Companies House Forms

  • General Maintenance

    • Confirmation statement (CS01) will reflect the correct details for share transfers.

Practice Manager

  • Client List

    • Within Practice Manager > Client/Contacts, the client/contact list view has additional columns to show the following (right click on the column headings or go to Select Column View > Manage Column Views to add):

      • Latest Accounts Period/Status/Deadline

      • Latest CT Period/Status/Deadline

      • Latest VAT Period/Status/Deadline

      • Latest CS Date/Status/Deadline

    • Default column views which include columns; Code/Client Name/Client Type/Latest Period or Date/Latest Status/Latest Deadline are available for the following (go to Select Column View > Manage Column Views):

      • Accounts

      • Tax SA (includes Code/Client Name/Client Type and Status only)

      • Tax CT

      • VAT

      • Confirmation Statement

    • The Period/Date columns include a link that opens the corresponding period/Form within the related module.

    • The Status columns include a link that opens the status dialog for the ‘Latest’ period/date.

  • General Maintenance

    • The list of columns displayed within the column selection has been updated to move old tax years in to a sub-folder.

    • The list of columns displayed when customising your client list view has been updated to show tax years in the order latest > oldest.

    • The Company Form Status dialog now includes the ‘Date’ of each form.

Communications Centre

  • Request Records Reminders

    • An option is available (Admin Centre > Applications > Customise Communications Centre > Automated Message Settings) to allow a Reminder email to be generated for each request records automation, where the records have not yet been received. The email will be generated based on the offset specified e.g. 14 days from the date the previous request for records was sent.

      • Reminders can be set with a different template to the original request.

      • Reminders can be turned on for all or specific clients.

      • Reminders are generated and displayed within the Pending queue, identified by the Message type referring to ‘Reminder x’.

      • Reminders are generated until the work status is changed to ‘Records Received’ (or the last generated reminder email is cancelled).

    • The client record will:

      • Show the current status for the request for records (inc. reminders) within Automated Message Settings.

      • Record all request for record reminder emails (along with initial request emails) within Communications Activity.

    • Default Request for Record Reminder email templates are available for Accounts, Tax SA, VAT and Confirmation Statement.

  • Communications Summary

    • The Sent Messages widget has been updated to include a counter for; Total Pending Requests, Total Pending Reminders, Total Scheduled Message (as well as Sent Messages - last 30 days).

    • The Pending Record Request widget has been updated to include ‘Reminders’. The counters show the number of request and reminder emails (for each work type) within the Pending queue.

    • The Automation widget has been updated to include the status of Reminder automation (for each work type) and how many clients have the Reminder automation on/off.

  • Notifications

    • A notification will now be generated when a Scheduled message (waiting in the Pending queue) becomes due. The notification will appear for any user with a Communications Centre licence and who is the specified from ‘sender’ (or has access to a the shared from email account).

    • A notification will now be generated when Request for records/reminder emails are generated (waiting in the Pending queue). The notification will appear for any user with a Communications Centre licence and who is the specified from ‘sender’ (or has access to the shared from email account).

    • A notification will appear for all users with a Communications Centre licence where Request for record/reminder automation has not been activated. The notification can be dismissed should the use of this feature not be required.

General

  • In certain circumstances, a small number of users experienced an error when upgrading to the latest TaxCalc release, which has now been resolved.

TaxCalc Product Update - version 13.0.054 - Released on 2nd November 2022

Please note: 

  • For Customers who have not already updated to Version 13, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.

Product summary

  • Tax Return Production

  • Time

  • Accounts Production

  • General

Tax Return Production

  • Resolved an issue where Class 2 National Insurance was not always being calculated when a user requests to pay voluntary Class 2 NIC contributions. Please review any returns generated on v13.0.045.

Time

  • Resolved an issue where some users were unable to add client time logs directly within the Time Module. All other ways to log client time logs were unaffected.

Accounts Production

  • A ‘Browser not supported’ error when connecting to QuickBooks Online has been resolved.

General

  • In certain circumstances, users experienced an error when upgrading to the latest TaxCalc release which has now been resolved.

TaxCalc Product Update - version 13.0.045 - Released on 20th October 2022

Please note: 

  • For Customers who have not already updated to Version 13, 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.

Product summary

  • Tax Return Production

  • Accounts Production

  • Companies House Advanced Integration

  • Company Incorporator

  • AML Centre

  • Practice Manager

  • Practice Manager Plus

  • Communications Centre

  • HMRC Forms

  • VAT Filer

Tax Return Production

  • SA100

    • New Feature: Users can now import rental income accounts from Accounts Production directly onto the Individual Tax Return Property pages.

    • Updated the 2022/23 WhatIf Planner Class 4 calculations following the fiscal statement announcement on 23 September 2022.

    • Updated the 2022/23 WhatIf Planner student loan plan 1 and plan 4 thresholds.

    • Fixed an issue when fetching Employment data from HMRC, where the results were not being displayed as expected on screen.

    • Added the ability for users to be able to select multiple offices from a dropdown list in the agent details screen in ‘other information’.

    • Added HMRC Exclusion 121 - Relating to ordering of allowances (Tax Year 2022).

    • Provided more information for common HMRC errors received when submitting Individual and Corporation Tax Returns online.

    • Provided more clarity when the Client Questionnaire is unable to generate for a specific client (or clients).

    • Updated the years on the SA302 Summary for underpaid tax included in a tax code.

    • Fixed an issue where, on occasion, a refreshing issue relating to Class 2 National Insurance was causing a calculation error when the Tax Return was submitted online.

    • Corrected an issue where the country code checker in the Foreign income section was stating 'There is no existing double taxation agreement in place' for the majority of countries listed.

    • Updated the help link for Class 2/Class 4 National Insurance.

    • Updated the help link for CGT Real Time Transaction Tax Return.

    • Updated Land & Property Forms mode to ensure it is locked if there are multiple FHL or Other property records in SimpleStep.

    • Fixed an intermittent issue with Macs and importing Tax Returns where there are Capital Gains Tax entries.

    • Corrected a spelling error in the WhatIf Planner under the Add/Edit Capital Gains section.

    • Updated the description of the WhatIf Planner data entry box for 'Retirement lump sums' as this should refer to 'Redundancy and other lump sum payments'.

    • Updated the logic to ensure that the 'Tax on gains already charged' box is shown in Capital Gains Tax for a non-resident person, even if the date of acquisition is after 05/04/2019.

  • CT600

    • New Feature: Addition of CT600M Freeport Supplementary pages.

    • Updated the rate for loans to participators where the accounting period straddles 5/4/16 and the loans to participators wizard is being used.

    • Updated the routing in SimpleStep for some pages as, on occasion, the routing was taking users to the Northern Ireland version of some pages.

    • Updated the trading losses screen to aid users when a claim for R&D or creative tax credits is also being made.

    • Provided additional validations if the PAYE reference (box L168A) is not in the correct format for online filing.

    • Updated the tooltip for PAYE reference box L168A on the R&D Supplementary pages.

    • Updated the validation for R&D SME PAYE cap to ensure that it takes into consideration short periods of account.

  • Capital Allowances

    • Enhancements for the addition of Freeport Structures & Buildings Allowance (SBA) and Freeport Plant & Machinery Enhanced Capital Allowances (ECA).

    • Updated the AIA limits in line with the budgetary changes.

    • Addressed some issues relating to the disposals of Structures and Buildings Allowance assets.

    • Updated the CT600 Capital Allowances grid to ensure that asset names for single pool assets are displayed.

    • Fixed an issue on the CT600 for box 775 which was incorrectly including a deduction for the cost of assets where a Special First Year Allowance was also being claimed.

    • Addressed rounding issues that can sometimes occur where a super deduction claim is being made.

    • Updated the CT600 Capital Allowances Manual Grid to ensure that row descriptions and column headings are always visible to enable easier use of the grid.

Accounts Production

  • Limited Liability Partnership (LLP) Statement of Recommended Practice (SORP) update

    • We have updated Accounts Production for the revised SORP for LLPs for accounting periods starting on or after 1 January 2022.

      • The term ‘partners profit allocation’ has been updated to refer to ‘members division of profit’ to be line with the current SORP.

      • Standard text for the following have been updated to refer to the recent SORP December 2021:

        • Basis of preparation – Accounting policy.

        • Opinion (Qualified/unqualified) – Auditor’s report.

  • Other improvements

    • Edit mode in the financial statements will now enable account descriptions to be drilled into, allowing for them to be edited directly from the report output. The account number will be displayed so the account number can be easily identified.

    • The Audit Trail, Nominal Ledger and Trial Balance reports will only display ‘unallocated’ amounts to indicate residual amounts not allocated to officers, rather than where an account has no postings to any officers.

  • Improved error handling of bookkeeping errors

    • Where an import/export results in an error, a more detailed error code provided by the connected bookkeeping app will be displayed.

  • General Maintenance

    • The following issues have been resolved:

      • Note numbers will be in sequential order for the Registrar Financial Statements.

      • Posting batches that have been exported to third party bookkeeping providers can now be deleted successfully.

      • Hyperlinks relating to directors within supporting schedules will return the user to the supplementary report correctly.

      • Changes in report terms will be reflected in the Detailed Balance Sheet for accounts prepared under FRS 105.

      • Tax Production will import the rounded profit value from Accounts Production rather than the unrounded figure.

      • Rounding issue resolved where overdrawn director's loan accounts were not displayed correctly in full financial statements.

      • An issue where the import from FreeAgent incorrectly displayed account codes with sub-accounts has been resolved.

Companies House Advanced Integration

  • When syncing an address within the Companies House sync, a warning will be displayed before updating a shared address (registered office/service).

  • When selecting the current officers filter, past officers will be removed so that it shows only the current officers.

Company Incorporator

  • It is now possible to edit the prescribed particulars attached to the share class.

  • Check & Finish validations have been added to help prevent conflicting information being provided for the Person of Significant Control (PSC) at Incorporation. Validations have been added for the following scenarios:

    • Where the prescribed particulars attached to all classes of shares state they have voting rights but any of the PSC of the company are confirmed to have ownership of shares but not voting rights within the nature of control.

    • Where the prescribed particulars attached to all classes of shares state they have voting rights (i.e. they use the default wording for prescribed particulars) but any of the PSC of the company are confirmed to have voting rights but not ownership of shares within the nature of control.

    • Where a shareholder owns >25% of share capital, and the same shareholder is also a PSC, a Check & Finish warning will be displayed if the PSC has not declared ownership of shares within the nature of control.

AML Centre

  • The Search sanctions list will return the most current sanction list available.

  • AML ID check – improved messaging when registration is not completed by the user.

Practice Manager

  • Client Record

    • Select ‘Open Client/Contact’ from within the Relationships page on any client for quick access to the related client's record.

  • Bulk Actions

    • An option has been added to the Practice Manager client/contact sub-menu to allow users to bulk assign a Portfolio Manager to multiple clients at the same time.

  • Report Manager

    • It is now possible to include a column on all reports to show which clients have been ‘Archived'. (Please note, you must first make a selection to include archived clients within the report via the Client Selection screen, only applicable for ‘Specific’ or ‘Advanced’ client selection).

    • It is now possible to include column(s) on all reports to show Relationship information (type, name, commencement date, cessation date and main contact) for all relationship/client types.

      • A default ‘Relationship Report’ has been provided.

    • A Search has been added to Report Customisation to allow users to search the available columns.

  • Data Mine

    • An option has been added to Practice Manager at the top of the client/contact list named 'More Filters', which allows quick access to data mine for filtering of the list of clients/contacts shown.

    • New conditions have been added to data mine, to be able to filter client/contacts on Relationship information (name, commencement date, cessation date, and main contact, in addition to the existing condition for Relationship type).

  • Mail Merge

    • A Mail Merge can now be populated with client data entered within any Custom Field (including a new Dropdown field type, see below).

  • Custom Fields

    • A new type of Custom Field has been added allowing a dropdown selection of pre-defined choices to be created and added to each client record. The dropdown field will also be available within Data Mine, Report Manager, and to populate a mail merge or email.

    • The length of the field for custom field type ‘Text’ has been increased.

Practice Manager Plus

  • Workflow

    • Where a Job has been created from a Template and changes are made, an option is now available within the Recurrence settings to recur the Job with those client specific changes, rather than revert back to the template settings. Where changes have been made and the option has not been selected, a prompt will appear asking how you want the Job to recur.

    • The Job Templates table within Admin Centre > Customise Practice Manager now shows the number of ‘Active Jobs’ using that template, with a link to Work Management showing a filtered list of the related jobs.

  • General Maintenance

    • Within active work on the client record the completed filter now displays the completed jobs or tasks in all situations.

    • When using a template to create a Job, the dates applied to the first task are now set correctly on recurrence.

    • When creating a Job, reminders are now set correctly for non-default templates.

Communications Centre

  • Emails can now be populated with client data entered within any Custom Field (including a new Dropdown field type, see Practice Manager > Custom Fields above).

  • Categories can now be created within the Mailing Lists screen to group together similar types of client lists for quick and easy access.

  • General Maintenance

    • A Mailing List will now be shown within the Mailing List table where 0 recipients are returned. This allows a dynamic list to be created (using Advanced client selection) before updating the criteria required to add clients to that list.

    • The Merge Field ActiveTaxYear20XXXY will no longer display '0th'.

HMRC Forms

  • Updated HMRC's address on Form SA1.

VAT Filer

  • Updated the VAT Report to ensure that Direct Debit instalments are shown.

  • Addressed a refresh issue when fetching payments & liabilities that would sometimes occur, resulting in the need to navigate away and then return to the Payments and Liabilities screen.

  • Addressed HMRC's restrictions when sending older VAT Returns via MTD to ensure that this is now possible.

TaxCalc Product Update - version 12.4.009 - Released on 30th August 2022

Please note: 

  • For Customers who have not already updated to Version 12, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.

Product summary

  • Practice Manager

Practice Manager

  • Improved screen responsiveness when creating and editing tasks from within work management and active work where clients have portfolio manager specified.

TaxCalc Product Update - version 12.4.002 - Released on 8th August 2022

Please note: 

  • For Customers who have not already updated to Version 12, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update.

Product summary

  • Accounts Production

  • Practice Manager

  • Tax Return Production

Accounts Production

  • A technical update has been made to ensure that the Xero connection and links continue to work as required by Xero’s terms and conditions.

Practice Manager

  • All jobs and tasks will be shown by default within the Work Management screen, with filters and column sorting applied to the full list when selected. The option to show the list of jobs and tasks in pages has been removed.

Tax Return Production

  • WhatIf Planner: Updated the maximum Class 4 amount due.

  • The import from Accounts Production to Self-employment Short pages no longer shows other income as an expense.

TaxCalc Product Update - version 12.3.217 - Released on 18th July 2022

Please note: 

  • For Customers who have not already updated to Version 12, 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.

Product summary

  • Practice Manager

Practice Manager

  • Jobs and tasks now correctly appear within the outstanding work dialog

TaxCalc Product Update - version 12.3.214 - Released on 11th July 2022

Please note: 

  • For Customers who have not already updated to Version 12, 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.

Product summary

  • General
  • Tax Return Production
    • Dividend Database
    • WhatIf Planner
  • Accounts Production
  • Companies House Forms
  • Company Incorporator
  • AML Centre
  • Practice Manager
  • Practice Manager Plus
  • Communications Centre
  • HMRC Forms
  • Batch Filer

General

General maintenance

  • Licencing. Where the number of licences for Practice Manager Plus, Communications Centre or Time have exceeded the permitted user limit, it will now be possible to select 'Manage Licences' (when prompted, permissions permitting) to remove the required number of users, to continue using the related products.
  • General graphical improvements when using Dark Mode on Mac operating systems.

Tax Return Production

  • Dividend database for 2021/22 is now available
  • WhatIf Planner for 2022/23 has been updated and is now available

SA100 Tax Return Production

  • Introduced a new comprehensive Foreign Tax Credit Relief summary.
  • Added the ability to enter 100% UK FHL or Other Property Income and expenses onto a tax return and then apportion the values according to the individual's share. The total property income can be exported to another return in the case of joint income.
  • Added a new Adjusted Profit Computation summary for self-employment income.  
  • Added the ability to import into the Short Self-employment pages from Accounts Production, adding to the existing ability to import into the Full pages.
  • Added the ability to Import dividends from Accounts Production directly into directors' tax returns

General maintenance

  • Fixed an issue where personal product tax customers were no longer able to see the 2013 tax year on their tax interface.
  • Update to some HMRC helpsheets following receipt of the final forms for 2021/22 Tax Year.
  • Joint import for UK property was not importing freeport structures and buildings allowance, structures & buildings allowance or electric charge point values. This has now been fixed.
  • Removed reference to 'Additional information' on page Ai4 as it was no longer relevant.
  • Fixed an issue where the print preview for capital allowances wasn't showing the column heading for Freeport structures & buildings allowances.
  • Inclusion of HMRC's exclusion 136 relating to income from a settlor interested trust, where the tax due on the income is less than the notional tax.
  • Wording update on the Filing By Internet screens to make it clearer on next steps.
  • Update to SimpleStep screens which were referencing 'Entrepreneur's Relief', rather than 'Business Asset Disposal Relief'.
  • Typographical error fixed in HMRC's Tax Calculation Summary.
  • SA100 property summary was not displaying finance costs utilised in the year. This has now been fixed.

SA800 Tax Return Production

  • Commencement and cessation dates will now be populated in a Partnership tax return if details have been entered in Practice Manager and relate to the year of the return.

SA900 Tax Return Production

  • Corrected an error which was preventing online filing where the repayment to nominee had been completed.

CT600 Corporation Tax Return

  • Default tax credit percentage for film tax relief has been updated to 25%.
  • The Check and Finish warning relating to creative enhanced expenditure and boxes 650 and 655 has been removed as it is not required.
  • Updated box L166 (R&D SME expenditure) to remove pence as this would cause an online submission failure.
  • Resolved an online submission failure where a company registration number had been entered in the accounts.
  • Update to the Property Capital Allowances manual grid to allow for AIA and special rate claims.
  • Update to the Creative Tax Credit relief section to include Children's Television Tax reliefs and rate changes for Cultural tax credit rate increases.
  • Update to the Loans to Participators section, to take into consideration the new rate for loans taken out from 6 April 2022 of 33.75%.
  • Updated R&D Supplementary pages and validation messages to support HMRC's new CT schema, due for release during Summer 2022.
  • Additional Check and Finish messages added to aid users where HMRC's live filing system is not validating returns correctly. These Check and Finish messages will be removed when HMRC have confirmed that their live online filing system has been updated. This affects the following areas (in certain circumstances):
    • Loans to participators where the loan was taken out on or after 6 April 2022.
    • AIA claims where the period end is after 1 January 2022 and is in excess of HMRC's current limits (HMRC are still applying a rate of £200,000 post 1 January 2022).
    • Various RDEC and R&D SME relief scenarios (for more information please see HMRC's Corporation Tax service and availability page).

Accounts Production

  • Directors loan accounts. New reports have been added to detail the split of directors balances:
    • Directors' loan account additional lead schedule.
    • Directors loan account supplementary report, summarising each director's balances.
  • The Nominal ledger and Audit trail reports will include an additional column to show postings, which have be made to Directors/Partners/Members.
  • The trial balance will now show the split of postings made to Directors/Partners/Members in all scenarios.
  • LLP members' profit shares can be entered as specific monetary values as opposed to percentage amounts.
  • The Auditor's Responsibilities for the Audit of Financial Statements have been updated for accounting periods commencing after 1 February 2020 to implement the new prescribed wording as per the FRC 2021 Bulletin.

     General Maintenance

  • Attaching accounts to a CT600 will no longer receive the '3315 Accounts Generic Dimension Member (bus:Director) has no associated name or description item’ error, which was being displayed in certain scenarios. 
  • Attaching non-resident landlord accounts to a CT600 will no longer receive the '1606 TheUKcompaniesHouseRegisteredNumber in the accounts must match the registered number in CT600' error.
  • The Partner's Capital Accounts note in a partnership will show the profit shares correctly for partners with a Joint Capital Account.

Companies House Forms

  • The AA01, AA06, AD01, AP01, SH01 forms have been updated as a result of Companies House introducing revised versions from April 2022. NOTE: Companies House will continue to accept the previous versions of these forms, however the inclusion of revised forms will ensure you are using the most up to date version of the form(s).
  • When filling an SH01 form, the 'Nominal value must be greater than zero' error will no longer occur when the share value has more than 2 decimal places.

Company Incorporator

  • Check and Finish will include a validation message if the post town is missing from the service or residential address.

AML Centre

  • The sanctions list will now return the most current sanctions list available.

Practice Manager

  • An option is now available when right-clicking on a record in the Client/Contact list to 'Send Email' (where a valid Communications Centre licence exists).
  • Work Management Filters have been updated:
    • The last filters set within Work Management are now retained when closing and re-opening TaxCalc.
    • The Work Management table can now be filtered by Portfolio Manager.  Select a Portfolio Manager and the list will be filtered to show Jobs and Tasks for all clients where that Portfolio Manager has been allocated.
  • New conditions have been added to data mine for:
    • Services Rendered, to allow identification of clients with or without a service offered.
    • Birthday, to allow identification of clients with a specific birthday day/month or just within a particular month.
    • Tax Return Production, to allow identification of clients with overlap profits to carry forward in the 2021 and 2022 tax years.
    • Tax Return Production, to allow identification of turnover/gross income for clients with self-employed and property income (UK & foreign) in the 2020, 2021 and 2022 tax years.
  • Mail Merge: New data fields (merge fields) have been added for the following:

    • Portfolio manager (full name & first name).
    • Usual Year End (client record).
    • VAT registration number (client record).
    • VAT registration date (client record).
    • VAT period basis (client record).
    • VAT period end (client record).
    • Latest Accounting Period End - created for the client.
    • Latest VAT Period End - created for the client.

General Maintenance

  • The option to 'Send Letter' when right-clicking on a record within the Client/Contact list will now allow the list of mail merge letters to be filtered by any custom category.
  • Mail Merge field 'CT_end_dateplus_9_month_an_1_day' now calculates correctly for all dates.
  • Day date fields within data mine conditions will now show content in full for all days.
  • Performance improvements have been applied to the work management table.

Practice Manager Plus

  • Improvements have been made to the Job wizard as follows (all functionality has been retained):
    • Wizard now starts with a single question 'Would you like to use a template to create this Job?'
    • Updated layout to streamline content and reduce the number of pages.
    • Tasks now appear on a single page, allowing selections for each task to be more easily compared/reviewed against each other.
  • It is now possible to set Portfolio Manager as the default Assignee on a Job Template, which will then automatically assign the Job/Task to the appropriate user when the Job/Task is created for a client.
  • A prompt will now appear when completing a task to give the option to complete all previous tasks (where applicable).
  • Within Job Templates in Admin Centre, additional key information is now shown within the Job Template table to add key information for easier identification.

General Maintenance

  • Users without a Practice Manager Plus licence will now appear within the list of assignees when creating a Job or Job Template. When selected, a prompt will appear to allow the users to 'manage licences' to allow licence allocation to be reviewed/updated.

Communications Centre

  • It is now possible to set a personalised email signature on each mailbox (firm/user). Each signature can include text, images and embedded links. 
  • When composing an email or email signature, additional formatting options are now available:
    • Choice of font family (practice defaults available).
    • Set font size  (practice defaults available).
    • Select font colour (and background colour for highlighting).
    • Insert images.
    • Set text and images as a link with embedded hyperlinks.
  • New data fields (tokens) have been added for the following:

    • Portfolio manager (full name & first name).
    • Usual Year End (client record).
    • VAT registration number (client record).
    • VAT registration date (client record).
    • VAT period basis (client record).
    • VAT period end (client record).
    • Latest Accounting Period End - created for the client.
    • Latest VAT Period End - created for the client.

General Maintenance

  • When filtering the Message Activity table by date, all sent emails will now order by year/month/day.

HMRC Forms 

  • Updated form VAT1.
  • Updated form 64-8.

Batch Filer

  • Resolved issues where Batch Filer was intermittently crashing during a filing cycle.

TaxCalc Product Update - version 12.2.108 - Released on 26th April 2022

Please note: 

  • For Customers who have not already updated to Version 12, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update. If you experience problems with the in-app update you can log into the TaxCalc website and download the installer from “My Account” or please contact our Support team on support@taxcalc.com for further assistance.
  • This release may result in a change to the IR Mark on any existing V3 CT600 returns and may affect some SA100, SA800 and SA900 returns

Product summary

  • Accounts Production

Accounts Production

  • The PDF output of the Full Financial Statements of Registrar Financial Statements will display the page numbers correctly, without displaying a page number in the heading of the contents page.
  • The multiple year trial balance will be displayed correctly without displaying 'unallocated amounts' where there are postings made to accounts which could have directors allocated to them.

TaxCalc Product Update - version 12.2.106 - Released on 31 March 2022

Please note: 

  • For Customers who have not already updated to Version 12, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update. If you experience problems with the in-app update you can log into the TaxCalc website and download the installer from “My Account” or please contact our Support team on support@taxcalc.com for further assistance.
  • This release may result in a change to the IR Mark on any existing V3 CT600 returns and may affect some SA100, SA800 and SA900 returns.

Product summary

  • Accounts Production

Accounts Production

  • When importing from Accounts Production to the CT600 all figures will be imported as expected.
  • For a limited company where the advanced rounding rules aren't applied, amounts relating to Directors current account/Directors loan account balances (5800, 5400, 5401, 5402) will be included in the balance sheet and associated notes as expected.
  • Existing CT600 returns will no longer show an unexpected check and finish warning relating to non-resident landlords.

TaxCalc Product Update - version 12.2.101 - Released on 28 March 2022

Please note: 

  • For Customers who have not already updated to Version 12, this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update. If you experience problems with the in-app update you can log into the TaxCalc website and download the installer from “My Account” or please contact our Support team on support@taxcalc.com for further assistance.
  • This release may result in a change to the IR Mark on any existing V3 CT600 returns and may affect some SA100, SA800 and SA900 returns

Product summary

  • Tax Return Production
  • Accounts Production
  • Communication Centre
  • Practice Manager
  • Companies House Forms
  • eSign Centre

Tax Return Production

Updates to the transaction headers used when communicating with HMRC have been performed in line with the latest HMRC requirements.

SA100 & R40 – Individual Tax Return

  • Incorporation of the 2021/22 R40, SA100 Tax Returns and associated supplementary pages for HMRC Forms Mode and SimpleStep. Including required updates to calculations, summaries, wizards, HMRC helpsheets and worksheets.
  • 2022 Client Questionnaire is now available.

SA800 – Partnership Tax Return

  • Incorporation of the 2021/22 SA800 Tax Return and associated supplementary pages, including updates to summaries, wizards, HMRC helpsheets and worksheets.
  • Updated SimpleStep for the 2022 tax year.

SA900 – Trust Tax Return

  • Incorporation of the 2021/22 SA900 Tax Return and associated supplementary pages, including updates to summaries, wizards, HMRC helpsheets and worksheets.

CT600 – Corporation Tax Return

  • Incorporation of the updated CT600, version 3(2022) form.
  • Incorporation of the updated CT600L, Research and Development Supplementary pages.
  • Updated SimpleStep for inclusion of the new boxes on the CT600 and CT600L Research and Development Supplementary pages.

Capital Allowances

  • Annual Investment Allowance calculation update for the extension of the £1,000,000 limit to 31 March 2023.
  • New asset types for 'Zero emission cars' and 'Freeport Structures & Buildings Allowances' for Self Assessment Individual and Partnership Tax Returns.
  • New additions and disposals report included on the Corporation Tax computation for Corporation Tax periods ending on or after 1 April 2021.
  • Corporation Tax Capital Allowances manual grid for trading and property companies now includes separate boxes for super deduction and special rate first year allowance claims.

General Maintenance

Unless otherwise stated, changes have been made for the 2022 tax year onward.

SA100

  • General presentation improvements and additional fields for new Capital Allowances categories made to the self employment summary.

SA900

  • Updated the validation message relating to total taxable gains to ensure that all gain boxes are included to avoid errors.

CT600

  • Resolved a filing issue where a low emission car was purchased during the year and there was a general pool.
  • Resolved some general issues relating to the Corporation Tax Capital Allowances manual grid.

Accounts Production

  • Prepare non-resident landlord company accounts with non-Companies act specific FRS105 or FRS1021A accounts, to create the iXBRL accounts for submissions to HMRC.
  • The FRC 2021 and DPL 2021 iXBRL taxonomies have been updated for periods ending after 31 March 2022 for submissions to both Companies House and HMRC.
  • Rounding enhancements have been made for new accounting periods, additional 'Advanced rounding rules' will be applied, correcting more rounding differences between 'brought forward' and 'carried forward' balances in the following accounts:
    • Profit and loss reserve (Ltd)
    • Capital accounts (sole trader/partnerships)
    • Loans and other debts due to members (LLP)
    • Reserves
      • Share premium (Ltd)
      • Revaluation reserve (Ltd, LLP)
      • Capital redemption reserve (Ltd, LLP)
      • Other reserves (Ltd, LLP)
      • Fair value reserves (Ltd)
      • Called up share capital (Ltd)
    To apply the additional advanced rounding rules to existing accounting periods, within the posting screen an option is available: 'Apply latest updates to advanced rounding rules'.
  • The Partner’s profit allocation notes screen will display the unrounded profit that can be allocated to members, rather allocating the rounded profit.
  • LLP rounding updates have been made to prevent discrepancies within the reconciliation of members interests and the balance sheet not balancing.

General Maintenance

  • The presentation of the declarations at the foot of the Balance Sheet have been updated for Limited Companies and LLPs.
  • Accountant's reports for ICAS have been updated as per the new ICAS guidance.
  • The accountant’s reports have been updated to include a standardised formatting of space for signatures for all business types.
  • Check and Finish now includes a validation message where a Balance Sheet does not balance for Sole Trader and Partnerships.
  • A Check and Finish message has been added to highlight a situation where an account in the range 6100 to 6104 has a debit balance, as alternative codes exist in the chart of accounts for Deferred tax assets (account codes 4460 and 4560).
  • The Balance Sheet for LLPs applying FRS 105 has been updated to remove postings to account 3580 and 3581 from the calculation of Profit & Loss account.
  • Director’s advances, credits and guarantee note will display the director's details correctly without duplication where there has been a change to the director’s personal details.
  • Financial statements will export correctly in portrait rather than landscape where the date column is included on the Audit trail/Nominal ledger.
  • Postings to provisions and liabilities, deferred tax (account code range 6100 to 6104) will be displayed correctly in the notes to the financial statements where there is a debit balance in the previous year and a credit balance in the current year.
  • An issue causing the dividend note to not display the comparative dividend if there are no dividends paid in the current year has been resolved.
  • Resolved an issue where the financial statements displayed page numbers on the cover page.
  • Opening balances will correctly be brought forward where postings are allocated to a corporate director.
  • Importing a trial balance from Xero connects to the correct client, rather than connecting to a different/previously selected client.
  • Disconnecting a client from a third party bookkeeping provider (Xero/FreeAgent/QuickBooks) will successfully disconnect without crashing.
  • The review screen before exporting the journal into FreeAgent will display account codes and descriptions into the relevant columns.

Communication Centre

General Maintenance

  • Updates made to security permissions to allow more control over the use of mail merge templates from within Communication Centre.
  • Improvements made to message automation for requesting records for VAT to make sure emails are added to the pending queue in all situations.
  • Added confirmation when deleting sent emails to prevent unwanted deletion.

Practice Manager

  • Added a shortcut within the main client list to search/send a mail merge letter to a single client without the need to create a mailing list in Communications Centre.
  • A new filter criteria has been added for 'Clients & Contacts' to show all records within the client list and allow a search on both at the same time.
  • An option is now available within the client records for Limited Companies to specify 'Company is a Non-Resident Landlord'. Selecting this option will allow Non-residential corporate landlord accounts to be generated which can then be submitted with the Corporation Tax (CT600) return.
  • Client Questionnaire has been updated for 2021/2022 tax year.

General Maintenance

  • Updates made to allow access to password protected clients in VAT Filer and Company Incorporator when using double-click from client selection.
  • Calculation for usual year ends of 29 February will now be applied as expected when using all jobs templates.
  • Maintenance has been carried out to job calculations for:
  • Deadline date basis offset when using unit offsets to ensure the date is correct in all situations based on client information.
  • Confirmation statement statutory deadline and usual year end date basis offsets to ensure the date is correct in all situations based on client information.
  • Jobs created using all job templates will now show a default time of 9:00am.
  • Update made to ensure the 'use work association to calculate the job dates' checkbox is displayed correctly in all job templates.
  • Clients with mail merge generated events within the Communication Activity can now be deleted.
  • Additional 'My Dashboards' are no longer being created multiple times.

Companies House Forms

General Maintenance

  • Confirmation statement, Section 4 will list shareholders in the alphabetical order. 
  • PSC01 will hide the day of the date of birth for Persons with Significant Control.
  • SH01 will display shares allotted on a specific date when entering just the 'From Date', without requiring an entry of a 'To Date'.
  • When selecting to 'Print the form', the preview of the form remains open in the forefront rather than displaying in the background.

Companies Incorporator

General Maintenance

  • Polling for a company incorporation submission via Notifications will retrieve the correct response from Companies House rather than returning a transaction error.

eSign Centre

  • Updated third party advisory for customers sending their first envelope within the eSign envelope.

General Maintenance

  • Envelopes with a status of cancelled, expired or signed can now be deleted.
Article ID: 2015
Last updated: 09 Dec, 2022
Revision: 205
Views: 139888
This article was:  


Also read
item TaxCalc Release Notes 2013 - 2016
item TaxCalc Release Notes 2019
item TaxCalc Release Notes 2017
item TaxCalc Release Notes 2018
item TaxCalc Release Notes 2020