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Known issues in the latest released version of TaxCalc

Article ID: 2633
Last updated: 14 Oct, 2020

Below is a list of notable issues that have been reported in recent versions of TaxCalc since their release. Other issues may exist that have not yet been confirmed or investigated, or are trivial/cosmetic. This should be read in conjunction with our article How are software enhancements and issues prioritised at TaxCalc?

Accounts Production

Issue Description Workaround Case reference

Resolution schedule

Unable to import a Trial Balance from QuickBooks and FreeAgent Import via CSV file PROD-4696 Released in version 11.10.004
FRS 105 full financial statements is missing 'Unaudited Financial Statements' text on cover page Export to Word PROD-4527 Released in version 11.10.002
Page breakdown in the Financial Statements Export to Word PROD-100 Released in version 11.7.061
Posting batch screen is too big and cannot be resized Drag the corner of the window of the posting batch screen to resize PROD-642 TBC
QuickBooks Online Fetch Issue Send a health check to TaxCalc Support via Help > Send Health check to TaxCalc. PROD-2416 N/A
Unable to import from XERO XERO are investigating this. Please send a health check to TaxCalc Support via Help > Send Health check to TaxCalc. PROD-2170 TBC
QuickBooks year end doesn't match error Contact Support. We are currently investigating with QuickBooks. PROD-1207 TBC
Unable to click on next step when importing from QuickBooks. Also when attempting to disconnect from QuickBooks the software is crashing. Contact Support. We are currently investigating with QuickBooks. PROD-2416 TBC

Tax Return Production

Issue Description Workaround Case reference Resolution schedule
Threshold income calculation incorrectly deducts Workplace pension scheme with relief at source which calculates a tapered annual pension allowance. Remove entries from the wizard and manually complete required entries manually.  PROD-4789 Autumn release
Changes to the Tax Payment/Repayment Summary could be confusing and could suggest that POAs for 2020 have been paid. Enter the amount actually paid in the amount due box found under ‘Working out your tax / Payments on account for 2019-20’ PROD-4532 Released in version 11.10.002
Tax Payment/Repayment Summary showing tax due on 31 Jan 2020 instead of 31 July 2019 Export summary to word. PROD-2067 Released in version 11.7.061
SA800 stuck on full breakdown when supposed to be on summary

This usually happens when there are entries on the full form forcing this. You will need to ensure all entries have been removed and not use the import from Accounts Production feature to keep the entries on the short form. 

PROD-1000 Autumn release
CT600 validation may be incorrect on surrendered loss for R&D tax credit credits when enhanced expenditure wizard not used Use the enhanced expenditure wizard 

PROD-4718

Autumn release

Practice Manager

Issue Description Workaround Case reference Resolution schedule
Unable to export reports to PDF using Report Manager only. Export to Word, Excel or CSV PROD-4536 Autumn Release
Unable to include client addresses within mail merges templates. N/A PROD-4521 Released in version 11.10.002

Bulk reassign tasks can only select users registered with PM+

N/A PROD-3011 Released in version 11.7.061

Other modules

Issue Description Workaround Case reference Resolution schedule
If a practice does not have a licence for Document Manager then selected the new document manager page, when editing a client, may display an "Unable to connect to Document Manager" error message. Where possible do not click on the document manager page when editing a client. Clicking and acknowledging the warning will close the prompt. PROD-4661 Autumn release
eSign - Unable to Save Check that all attachment names and envelope names are fewer than 50 Characters and do not contain any special characters or spacing

PROD-2231

Released in version 11.7.061

eSign - Documents returned without client signature present

Currently, the only way to ensure that the envelopes return the signed documents correctly is to send the envelope before attempting to save the envelope PROD-3944 Released in version 11.7.061
eSign - Unable to send Support are trying to obtain information to locate the cause of this error. Please contact support and report this error in order for the information to be obtained. PROD-3878 TBC

Technical

Issue Description Workaround Case reference Resolution schedule
TaxCalc will not run on Mac OS Big Sur

Currently, we do not recommend you update your Mac to Big Sur, unless you have an alternative mac/computer you can run TaxCalc with.

Our development team are currently reviewing this.

PROD-4674 TBC

Error updating application after restoring a backup taken on an older version of TaxCalc (a backup taken from v11.5 or earlier).

Please note: this does not affect Network or CloudConnect users

  1. Uninstall TaxCalc 
  2. Install version 11.8.001
    1. Windows link TaxCalc V11.8.001
    2. Mac link TaxCalc Mac V11.8.001
    3. Linux link TaxCalc Linux V11.8.001
  3. Restore backup 
  4. Update TaxCalc to the latest version as required.
PROD-4777 TBC
Software download pauses/gets stuck Log into the TaxCalc website and run the installer file manually.

PROD-2867

Released in version 11.7.061
When installing on Catalina, i receive the error for 
"This software cannot be opened because apple cannot check it for malicious software. This software needs to be updated. Contact the developer for more information."
Please see Knowledge Base article on: Issues installing TaxCalc on Catalina OS PROD-2708 TBC
Unable to resize windows Check your scaling in your display settings on windows.  PROD-642 TBC
CloudConnect users cannot make a backup when updating TaxCalc. (Only if exceeded 10 backups) Please see Knowledge Base article on: Cannot make a backup when TaxCalc needs updating (CloudConnect customers only) N/A N/A
TaxCalc crashes during installation/OpenGL Please see Knowledge Base article on: TaxCalc Crashes during installation or Update to Version 6 or later N/A N/A
TaxCalc application appears to large on screen after an update Please see Knowledge Base article on: TaxCalc display is too large after update. N/A N/A
Article ID: 2633
Last updated: 14 Oct, 2020
Revision: 77
Views: 9575
This article was:  


Also read
item How are software enhancements and issues prioritised at TaxCalc?
item TaxCalc display is too large after update.
item Cannot make a backup when TaxCalc needs updating (CloudConnect customers only)
item TaxCalc Crashes during installation or Update to Version 6 or later
item Issues installing TaxCalc on Catalina OS