Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Client Hub
Practice Management
VAT Filer
CloudConnect
Anti-Money Laundering
Support home
Hot Topics
SimpleStep Guides
Release Notes
Technical
Known Issues

HMRC Status
Useful Links
MTD for Agents MTD for Businesses What is MTD
Preparation
Agent Services Account
MTD for VAT
MTD for Income Tax
MTD for VAT
Digital Record Keeping
Quarterly Updates
Step-by-step Guide
HMRC's MTD Timeline
TaxCalc's MTD Journey
For Accountancy Practices and Tax Advisors For Individuals, Businesses, Trusts, and Partnerships
PRACTICE MANAGEMENT
Client Hub
Companies House Integration
GDPR Centre  
NEW

eSign Centre  
NEW

AML Identity Checking


COMPANY SECRETARIAL
Company Incorporator
Companies House Forms
FINANCIAL REPORTING
Accounts Production


TAXATION AND HMRC
Tax Return Production
VAT Filer


SERVICES
CloudConnect
TAX SOFTWARE
Individual
Limited Company
Partnership
Trust
VAT SOFTWARE
VAT Filer for Business  
NEW

When can I use the Dividend Database or What If? Planner?

Article ID: 2151
Last updated: 09 May, 2019

The What If planner and Dividend Database are add on modules to your existing tax packages. Each year, the software is updated in June to contain the updated details required.

Between April and June, TaxCalc are in communication with HMRC and are finalising the information that we have before bringing the products to the market. 

The Dividend database will provide you with the records for the earlier years however you will not be able to access the 2018/19 tax year until the release is implemented during May. Please note that this will not require a software update as this information can be transmitted by closing the application and restarting after we send the information. 

The What If? Planner will also provide you with access to this tool for earlier years however will not incorporate the tool to plan for 2019/20 until the June update.

To access these modules, follow these steps:

  1. Go to Help > Check for Updates for the latest version of TaxCalc.
  2. Go to the relevant location:
    • Dividend Database – UK Dividend wizard on your individual return.
    • What If? Planner –  Check & Finish screen.

For instructions on using the modules read:

Article ID: 2151
Last updated: 09 May, 2019
Revision: 24
Views: 2749
This article was:  


Also read
item Using the Dividend Database
item How do I use the What If? Planner?