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Recent Articles
Creditors: Amounts falling after more than one year’ is being omitted from the Balance Sheet within accounts prepared under FRS 105
An issue has been identified where in some situations ‘Creditors: Amounts falling due after more than one year’ is being omitted from the Balance Sheet within accounts prepared under FRS 105. This issue was resolved on v7.0.012. To produce accounts with the correct balances displayed, please...
rating 17 Jan, 2019 Views: 15
Known issues in the latest released version of TaxCalc
Below is a list of notable issues that have been reported in the latest live version of TaxCalc since its 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...
rating 16 Jan, 2019 Views: 3239
How do I complete a return for a foster carer?
Use HMRC Forms mode to complete a tax return for a foster carer. Refer to the HMRC helpsheet on foster carers to guide you through the tax return as it gives useful scenarios and advice on calculating tax liability. Instructions on completing the self employment pages are on page 2 of this...
rating 15 Jan, 2019 Views: 11378
Setting up a new machine or user on CloudConnect for the first time
The following steps should allow users to add a new user/machine to CloudConnect. There are three main steps. Set up a new user in the CloudConnect database Add TaxCalc to the computer Log in as the user for the first time Please Note: The following information will be required in...
rating 12 Jan, 2019 Views: 55
How do I download TaxCalc?
To download and install TaxCalc on a new computer, we recommend viewing our video tutorial shown below: Alternatively please follow these written steps: Go to the TaxCalc website. Click on Log in and enter your email address and password – if you can't remember your details, click on...
rating 12 Jan, 2019 Views: 5006
Error message: 403 CLIENT_OR_AGENT_NOT_AUTHORISED
When trying to submit a VAT return under MTD in some cases you may receive an error message: '403 CLIENT_OR_AGENT_NOT_AUTHORISED'. If you receive the above error message please ensure the following: You (as an agent) are enrolled for MTD (ensure you have an agent services account) Your...
rating 12 Jan, 2019 Views: 10
How do I submit a tax return online?
Once you've completed your tax return, you can submit it online using TaxCalc. To do this, please see our video tutorial below: Alternatively, please see the written steps below: Click on Check and Finish. If there are no errors, click on File Online. Make sure the Test File box is...
rating 10 Jan, 2019 Views: 461
How do I import a return from the previous year's tax return? (Individual Users)
Depending on whether you are looking to import a single tax return file or multiple tax return files, the instructions will vary. Below are 2 videos, the first for importing multiple tax returns and the second for single file. Video 1 - Multiple tax return files Video 2 - Single tax return...
rating 10 Jan, 2019 Views: 1380
How do I update TaxCalc to the latest version? (Practice users)
Please see our video below on How to Update TaxCalc: For step by step instructions, please see the information below: New features are often implemented throughout the year, and these are installed in free updates throughout the life of your licence. When you first open the program, TaxCalc...
rating 10 Jan, 2019 Views: 2400
How do I print a copy of my return?
You can easily print your tax return to a printer or PDF. Please see the below video tutorial for more information. Alternatively, please see the written instructions below: Open the tax return. Click on Check and Finish. Click on Print. Click on Next Step in the HMRC warning message (if...
rating 10 Jan, 2019 Views: 2109
How do I resubmit a return or file an amended return?
If, after making a successful submission, you need to make changes and file an amended return. Please see the video tutorial for a walk through of the process. Alternatively, please follow these written steps: Make your corrections. Click on Check & Finish. Check and review your...
rating 10 Jan, 2019 Views: 26443
How do I find a missing file? (Individual, Partnership and Limited Company users)
When using TaxCalc's Individual, Partnership and Limited Company range of products, all returns that you create are stored on your local machine as return files. The files will be named with the following extensions: Individual – .tcsXX (where XX is the relevant tax year – for example...
rating 10 Jan, 2019 Views: 6220
Installing TaxCalc under WINE on Linux
TaxCalc have released a native Linux version of the program and we recommend any customer using Linux to use it. TaxCalc are unable to provide assistance with using our product under WINE Please see our article Will TaxCalc run on Linux? for more details.
rating 10 Jan, 2019 Views: 546
LoadLibrary failed with error 1114... When opening TaxCalc
On occasion the following error may be seen - LoadLibrary failed with error 1114: A dynamic link library (DLL) initialization routine failed. The error is related to the graphics configuration on the machine. To resolve the issue try the following steps. Right-Hand click on the desktop ...
rating 10 Jan, 2019 Views: 37
TaxCalc release notes
TaxCalc Product Update – Version 7.0.012 – Released on 17 December 2018 Applying the Update Please note: if you are updating a TaxCalc release prior to v7.0.008 this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update. ...
rating 04 Jan, 2019 Views: 67783
Generating message keeps appearing on the Tax Return
When adding a large number of assets (more than 20 or so) into the Capital Gains pages, users sometimes report the return displays a recurring message stating that the return is being generated. This can slowdown the process of creating the return. The best way to avoid this occurring is to...
rating 03 Jan, 2019 Views: 26
Failure: inconsistent duplicate facts "AmountsOwedToDirectors"
This error message will be presented when attempting to file a corporation tax return or a set of accounts online if you have multiple entries present in the financial statements for directors loan account (one appearing in the debtors note and one appearing in the creditors note). The easiest...
rating 31 Dec, 2018 Views: 23
How do I add a familiar salutation to Mail Merge letters?
It's now easier to add a personal touch to your Mail Merge letters. When you create a new client, you'll be asked for a Friendly Salutation. If you enter one, Mail Merge will use this instead of the standard 'Dear Mr/Mrs Smith', and so on. To add a friendly salutation to a new or existing...
rating 28 Dec, 2018 Views: 627
How do I define my own work status for accounts and tax work?
TaxCalc allows you to define your own work status for accounts, tax and VAT. To add your own status: Select Admin Centre from the home screen. Click on Applications on the left-hand side. Click on Client Hub in the middle of the screen. Click on Customise Client Hub on the left-hand side. ...
rating 28 Dec, 2018 Views: 792
How do I create 64-8 and engagement letters for new clients?
TaxCalc can automatically help you create a 64-8 and an engagement letter when you create and save a new client. If the engagement status of the client is New (shown under the Engagement screen), then TaxCalc will ask if you want to create a 64-8 and/or an engagement letter when you save the...
rating 28 Dec, 2018 Views: 1591
Quick access via the cog menu
TaxCalc includes a cog menu that you can access from many screens within TaxCalc. This allows you to jump into other applications, access tasks and add notes to a client without navigating to a different area. When the cog menu is accessible it's shown at the top right of the screen, below the...
rating 28 Dec, 2018 Views: 283
How to use the Pension Input Wizard?
The Wizard has 3 sections: Excess contributions calculation 2017-18: Use to work out the excess contributions before any brought forward allowances can be used. Unused Allowances Brought Forward – Use to work out the brought forward allowances that can be used against the excess...
rating 28 Dec, 2018 Views: 794
Can I file a paper return using TaxCalc?
If you want to file a paper return, you can print your return using TaxCalc and then physically mail it. PLEASE NOTE: When you print the return, you must ensure that you print the return in greyscale or colour. Black and white returns will be rejected. The paper return deadline is 31 October...
rating 28 Dec, 2018 Views: 8091
How do I complete the CT600 for a long period of accounts? (Business users)
If your accounts cover a period of more than 12 months, you'll need to complete the CT600 for two periods, as follows: Prepare the accounts for the full period and generate an XBRL version. Apportion the profit/loss into a 12-month period and the remaining days – using days meets the HMRC...
rating 28 Dec, 2018 Views: 2063
Setting User Security Roles
Practice and CloudConnect versions of TaxCalc allow multiple users to log in to the software. Each user is assigned to a Security Role which controls the level of permissions for any user assigned to it. A security role's permissions are defined when setting up the user or when editing the...
rating 28 Dec, 2018 Views: 228