Below are the Release Notes for TaxCalc 2022 releases. Click to see the Release Notes for 2013-2016 > 2017 > 2018 > 2019 > 2020 > 2021 > 2023 > 2024
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.
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.
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.
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.
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
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.
Please note:
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
Please note:
This release may result in a change to the IR Mark on any existing V3 CT600 returns.
Product summary
General
General maintenance
Tax Return Production
SA100 Tax Return Production
General maintenance
SA800 Tax Return Production
SA900 Tax Return Production
CT600 Corporation Tax Return
Accounts Production
General Maintenance
Companies House Forms
Company Incorporator
AML Centre
Practice Manager
Mail Merge: New data fields (merge fields) have been added for the following:
General Maintenance
Practice Manager Plus
General Maintenance
Communications Centre
New data fields (tokens) have been added for the following:
General Maintenance
HMRC Forms
Batch Filer
Please note:
Product summary
Accounts Production
Please note:
Product summary
Accounts Production
Please note:
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
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
SA800 – Partnership Tax Return
SA900 – Trust Tax Return
CT600 – Corporation Tax Return
Capital Allowances
General Maintenance
Unless otherwise stated, changes have been made for the 2022 tax year onward.
SA100
SA900
CT600
Accounts Production
General Maintenance
Communication Centre
General Maintenance
Practice Manager
General Maintenance
Companies House Forms
General Maintenance
Companies Incorporator
General Maintenance
eSign Centre
General Maintenance