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Merge of Data Checklist
If a TaxCalc database is to be combined with another TaxCalc database the information that can be transferred is limited. The database with data being extracted is referred to as the secondary database. The database that will import this additional data is referred to as a primary database. The...
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03 Mar, 2021
Views: 67
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Merge of Data - What happens next
It is good practice for all TaxCalc users to work from a single database. Previous versions of the program have allowed multiple installations to exist however going forward to fully take advantage of new and forthcoming modules and products it is highly advantageous to work from a single...
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03 Mar, 2021
Views: 8
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How to archive or delete a Client/Contact
This article will go through the steps on archiving and deleting a client or contact in your TaxCalc database. Should you wish to restore an Archived Client/Contact please refer to our Knowledge Base article on: How do I restore an archived or deleted client? Please note: Deleting a...
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02 Mar, 2021
Views: 702
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Prepare for a Merge of Data - 2. Backup files
To provide copies of your database for a Merge of data follow these steps on each machine that holds a TaxCalc database. Open TaxCalc and navigate to the Admin Centre. Select Applications > Tax Return Production > Customise TaxCalc > Managing External Tax Return Files. This table...
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01 Mar, 2021
Views: 6
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Prepare for a Merge of Data - 1. Practice Manager
To prepare for a Merge of data the information held within Practice Manager needs to be correct and up to date. To update clients in the Practice Manager module that are missing their UTR follow these steps. Open TaxCalc and select Help > Check for Updates, and update if available. Open...
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01 Mar, 2021
Views: 5
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How to run and use D-Bug effectively for TaxCalc purposes
When collecting logs for any TaxCalc investigation, it is strongly advised to run D-Bug so that it can collect specific lines of code that will help identify what is causing the problem. It is also advised to run the D-Bug tool with 'SQL Statements' as this will show a bit more information than...
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01 Mar, 2021
Views: 1
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TaxCalc Release Notes 2021
Below are the Release Notes for TaxCalc 2020 releases. Click to see the Release Notes for 2013-2016 > 2017 > 2018 > 2019 > 2020 TaxCalc Product Update – Version 11.13.005 – Released on 24 February 2021 Please note: This release is available for a specific set of customers...
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26 Feb, 2021
Views: 113268
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CloudConnect connection issues
The CloudConnect version of TaxCalc uses a locally installed version of the program to connect to the database which is held within the cloud. This article explains a common connection issue. Your firewall should allow TaxCalc through on port 38476. TaxCalc needs to send and receive requests...
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26 Feb, 2021
Views: 12
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Setting up the Beta test version
In order to set up the Beta test version, you need to transfer a backup from your live system onto another computer to ensure that you have data to work with. The instructions required to do so are listed below. Live System Ensure all TaxCalc users are logged off of the software. Network...
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23 Feb, 2021
Views: 1326
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Known issues in the latest released version of TaxCalc
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...
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22 Feb, 2021
Views: 13182
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Error Updating Database after restoring from an old backup file.
Non-practice and standalone users may experience an Error updating database error message after ; Restoring an old backup into the latest version of TaxCalc ( V11.10.004) OR Manually running a newer installer (V11.10.XXX) over the top of an old installation. The following steps detail how...
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22 Feb, 2021
Views: 108
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Why am i not receiving basic rate relief for finance costs?
The HMRC guidance document confirms below the factors which have to be applicable in order for the relief to be available: Individuals will be able to claim a basic rate tax reduction from their Income Tax liability on the portion of finance costs not deducted in calculating the profit. In...
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19 Feb, 2021
Views: 217
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Changes for Reporting R&D Claims from 6 April 2021
If you have previously made claims for Research and Development (R&D) reliefs, you will be familiar with reporting these on your corporation tax returns (CT600). If you use TaxCalc, you will know that we include some automation in the form of ‘wizards’, to assist with calculations and...
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19 Feb, 2021
Views: 60
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Submission errors in CT caused by iXBRL file created externally
Unfortunately in this situation there is limited support that we can give as the accounts have been produced via a third party package outside of TaxCalc. Although the error messages are indeed displaying within TaxCalc, they represent submission errors that HMRC have reported as emanating from the...
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18 Feb, 2021
Views: 15
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Agents Becoming MTD for VAT Compliant with HMRC - Step by Step guide.
HMRC wants to transform the tax administration to be more effective, more efficient, and make it easier for taxpayers to get their tax right. Making Tax Digital (MTD) for VAT becomes mandatory for businesses on 1st April 2019. This means that businesses who have an annual turnover of over £85,000...
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18 Feb, 2021
Views: 13554
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How do I get my VAT Repayment from HMRC?
When you have charged your customers less VAT than you have actually paid on your purchases, HMRC repay you the difference. When you complete the boxes on your VAT Return, the information you enter will show you the: Box 3 -Total amount of VAT charged Box 4 -Total amount of VAT paid If...
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18 Feb, 2021
Views: 3
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How do I remove text above box 19 in Additional Information?
If you import your tax return from the previous year, you might see imported text above box 19 of the Additional Information section. This text often relates to data contained within a wizard such as losses, pensions and so on. If this data is not required in the current year, you’ll need to...
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18 Feb, 2021
Views: 407
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Where will I find my invoice?
TaxCalc automatically sent confirmation of payment to your registered email address upon receiving your payment. If you'd like a copy of your VAT invoice, follow these steps: Go to the TaxCalc website. Click on Log in and enter your email address and password, then click Log in – if you...
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18 Feb, 2021
Views: 613
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How to comprehensively resolve the white screen display issue on Mac OS Big Sur - Practice
If the previous instructions have not worked follow these steps exactly to correct the display issue. This will guide you through the uninstallation of the program. For Practice customers your tax returns are stored by default within the database and a backup will allow these to be restored. ...
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17 Feb, 2021
Views: 14
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Merging of Multiple Databases - How it Works
When combining two or more databases into one for migration purposes, it is important to note what information can be kept and what data will be lost. Some information can be exported and re-imported manually into another TaxCalc database, however this may require some editing from the user’s...
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17 Feb, 2021
Views: 758
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Can I migrate from the Standalone version of TaxCalc to the Network version?
Since early 2013 TaxCalc has employed two different database structures, one for Standalone users (SQLite) and one aimed at Network users (Postgres). For anyone looking to share data across multiple machines who are currently using the Standalone version, a migration will be required by our...
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17 Feb, 2021
Views: 703
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How to resolve the white screen issue on my Mac
After a recent update, some customers using TaxCalc on a Mac OS may encounter a white screen when attempting to view a tax return (new or existing). Your data is safe but not visible within TaxCalc itself. The resolution is specific to the Mac OS which you are running so please review the below...
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17 Feb, 2021
Views: 3494
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Why can't I print PDF attachments?
TaxCalc can only print PDFs created using versions 1.4 to 1.7. To check the version of your PDF, complete the following steps: Open the PDF document. Click on File in the left-hand corner. Click on Properties. Check the version number in the pop-up window. If you can't print the PDF,...
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17 Feb, 2021
Views: 1917
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When will Charity Accounts be available in TaxCalc Accounts Production?
TaxCalc Accounts Production does not currently include a format for charities. Whilst there are no immediate plans to introduce this, we are currently conducting research across many different areas including Charities and would greatly value your input. As a result, please take the time to...
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17 Feb, 2021
Views: 774
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How to comprehensively resolve the white screen display issue on Mac OS Catalina or earlier - Personal
If the previous instructions have not worked follow these steps exactly to correct the display issue. This will guide you through the uninstallation of the program, your tax returns are stored externally and can be reimported. To recover VAT Filer information the Business will need to be recreated...
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17 Feb, 2021
Views: 119
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