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Recent Articles
HMRC Exclusions
Why am I getting a message about an Exclusion and I have to paper file my Return? Exclusions refer to scenarios on tax returns which HMRC are unable to process, with the correct calculation, electronically. For these cases, HMRC advise that paper returns be filed. If you need to send a paper...
rating 24 May, 2019 Views: 3340
How to use the AML service through our website.
You can access the Anti Money Laundering service from your account by following these steps. Log into our website with your email address and password. Select My Account > My Products and Services. Under Service at the bottom of the page select Start New. Click on Start new search from...
rating 17 May, 2019 Views: 475
Where do I enter my tax code?
You don't enter your tax code into TaxCalc. Your PAYE tax code is provided by HMRC to your employer or pension provider, in order to work out how much tax to take off your pay each month. This should mean that the correct amount of tax is collected from your pay throughout the tax year. Your...
rating 16 May, 2019 Views: 3060
Accounts Production appears to freeze after updating to Version 9 of TaxCalc
After updating to Version 9 or later of TaxCalc some users may experience the application freezing when attempting to open batches or notes within the Accounts Production module. This issue will usually occur when a TaxCalc user accesses the program from different computers that have a mix of...
rating 16 May, 2019 Views: 72
Changes to officers don't update when I click on Refresh List
In instances where changes are made to relationships within the Client Hub, if an accounting period already exists, you will need to force a refresh for these changes to take place on the financial statements. To do this, you will need to go to the Officers page within Client Information and click...
rating 10 May, 2019 Views: 2155
Why does the IRmark on a tax return change?
The IRmark on a tax return will change if you: make changes to the entries on the return remove a figure and re-enter it as it was before. The IRmark shouldn't change if you amend anything outside of the return, such as an email address or filing credentials. Please note that when a...
rating 10 May, 2019 Views: 2969
How do I set up a user?
When TaxCalc is set up on a network, each person who'll be logging in needs to have their own user account. Only one person can be logged in as the admin user. If someone else tries to log in as the admin user at the same time, they'll force the other person off the system. This SimpleStep guide...
rating 10 May, 2019 Views: 3055
How do I file an SA800 partnership return with no trade?
If you're filing an SA800 return for a partnership that only has Land & Property, Foreign or Savings & Investments income (that is, it doesn't carry out a partnership trade or profession) you'll need to create a dummy trade. You can do this in HMRC Forms mode by following these steps: ...
rating 10 May, 2019 Views: 4691
When can I use the Dividend Database or What If? Planner?
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...
rating 09 May, 2019 Views: 2749
TaxCalc release notes
TaxCalc Product Update – Version 10.0.003 – Released on 7 May 2019 Applying the Update Please note: This update requires an installer to be run. Please ensure that you have local admin rights before attempting the update. The following improvements have been included: Product Summary ...
rating 07 May, 2019 Views: 73290
Why am I getting a 1047 error message?
TaxCalc's recent software release includes an update required by HMRC to ensure compliance with their requirements for Tax Return and VAT Return submissions. From 1 May 2019, any Tax or VAT Returns that you try to submit using an older version of our software will fail, with a "1047 error" message...
rating 29 Apr, 2019 Views: 13
How do I update TaxCalc to the latest version?
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 24 Apr, 2019 Views: 3382
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...
rating 15 Apr, 2019 Views: 4577
The Linked Work Status for 2019 Tax Returns not appearing within Task Management?
It has been reported that in some situations the Linked Work Status for 2019 Tax Returns is not being displayed for a client’s Task within Task Management. This issue is under investigation and is currently scheduled to be resolved within the next release.
rating 12 Apr, 2019 Views: 33
After completing a recurring task, the next task created appears to skip an instance/period
TaxCalc allows for the creation of tasks that can be set to recur with repeatable attributes such as frequency and number of instances. The most common recurring tasks are automatic tasks generated via Task Scheduler from a client record. The due date of these tasks is automatically created...
rating 12 Apr, 2019 Views: 31
MTD VAT Video Tutorial for Agents.
With Making Tax Digital for VAT now in place, the below video is a walkthrough on how to use your existing VAT Filer product for MTD VAT submissions. Please note that we will be updating this article in due course to contain the supporting steps in written format.
rating 12 Apr, 2019 Views: 129
What is the Business Creation Wizard?
With Making Tax Digital on the horizon, we’re getting you set up for the future. The Business Creation Wizard enables you to define separate businesses within the same client. This will make reporting on multiple businesses with different year ends easier to manage and record specific details...
rating 10 Apr, 2019 Views: 52
10% deduction on foreign pension income
From 06/04/2017 the ruling for 10% foreign pension deduction changed and therefore, you need to ascertain whether you are eligible for the 10% deduction or not. More information on this can be found on the HMRC web page here. By default, the returns from 2019 will not apply the 10% deduction...
rating 09 Apr, 2019 Views: 3035
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...
rating 03 Apr, 2019 Views: 65
Withdrawal of Support for Mac OS 10.11 (El Capitan)
From release 8.0.022, we will no longer support our software and services on computers that run on the Mac OS 10.11 (El Capitan) operating system. Why have we withdrawn support? We support older operating systems for as long as we can. However, for technical reasons we have had to cease...
rating 01 Apr, 2019 Views: 32
How do I carry back a loss to a previous financial year on a CT600?
HMRC claim that so long as box 45 (Claim or relief affecting an earlier period) is ticked on the current year return, you should not need to re-file the amendment for the earlier year. This being said, customers have previously reported that although this box is ticked, the repayment has not been...
rating 27 Mar, 2019 Views: 18648
TaxCalc integration with QuickBooks
In the 2019 release of TaxCalc, there has been added functionality to the QuickBooks Online integration. Not only can you import a trial balance directly in to a specified year-end into the Accounts Production module, but you can now also post journals back into QuickBooks. This functionality...
rating 27 Mar, 2019 Views: 211
Unable to connect to QuickBooks Online – The application has already been subscribed to by another user for this company
When connecting to QuickBooks Online, occasionally users may see ‘We’re experiencing some problems, the application has already been subscribed to by another user for this company’ message. This error occurs if a QuickBooks Online user has previously connected to QuickBooks Online and the...
rating 27 Mar, 2019 Views: 125
System Requirements for TaxCalc
TaxCalc is either ‘fully supported’, ‘partially supported’ or ‘unsupported’ running on the configurations of operating system as listed here. Fully supported TaxCalc is optimised to work on the specified versions of these operating systems and all releases are tested on them. ...
rating 27 Mar, 2019 Views: 5475
Retired Operating Systems
From time to time, it becomes necessary for TaxCalc to cease supporting certain versions of computer operating systems. Usually, these are for reasons such as the developer of that operating system stops providing support or security updates. When our official support stops, we stop testing the...
rating 27 Mar, 2019 Views: 678