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MTD Quarterly Filer - known issues
From initial testing we have established the following issues when setting up/submitting quarterly updates: 1. Quarterly Statuses - validation message re business start date After the quarterly type has been amended to ‘Calendar’ in Business Information, and clicking 'Refresh HMRC...
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15 Sep, 2025
Views: 170
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Linux Blank Forms/Returns Resolution
Amending the TaxCalc application shortcut to enable correct display and startup. This knowledge-based article will assist with tax returns appearing blank and also start-up issues while operating on the CloudConnect. Step 1 - Enabling the text file to launch: Download the attached file,...
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10 Sep, 2025
Views: 1649
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Can I get an official HMRC SA302 summary from TaxCalc?
Unfortunately TaxCalc doesn't produce any documentation bearing the official HMRC logo. This includes summaries such as the SA302. Mortgage lenders accept the SA302 summary produced by third party software AND the HMRC tax year overview. For further information on this please refer to the blog...
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02 Sep, 2025
Views: 33344
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Using the Transition Profit wizard from 2024/25: Worked example
When processing the information for the 2024/25 tax year, the Basis Period Reform will have already taken place. If you are unfamiliar with the rules surrounding this, it is recommended that you review the information enclosed in this HMRC webpage. If you previously reported either partnership...
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02 Sep, 2025
Views: 678
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When will Charity Accounts be available in TaxCalc Accounts Production?
The Charity Accounts add-on allows for creation of SORP compliant accruals accounts for Charitable Companies (Limited by Guarantee), Charitable Incorporated Organisations and Charitable Unincorporated Associations registered in England and Wales. The accounts can be paper filed with Companies...
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20 Aug, 2025
Views: 4430
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How do I create Charity accounts in TaxCalc?
From version 16.5.460 of TaxCalc we introduced the option to create SORP compliant accruals accounts for Charitable Companies (Limited by Guarantee), Charitable Incorporated Organisations and Charitable Unincorporated Associations registered in England and Wales. Please note that the first phase...
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19 Aug, 2025
Views: 361
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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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19 Aug, 2025
Views: 43197
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TaxCalc Release Notes 2025
Below are the Release Notes for TaxCalc 2025 releases. Click to see the Release Notes for 2013-2016 > 2017 > 2018 > 2019 > 2020 > 2021 > 2022 > 2023 > 2024 Please note we phase releases out so you may not see this available straight away. TaxCalc Product Update - version...
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19 Aug, 2025
Views: 195957
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eSign - enhanced password protection
From August 13th 2025 onwards Signable, the third-party provider we use for eSign envelopers have completed an update to the eSign document access process. The update is simply that any envelope that is password protected both previous and future, will now require the assigned password to be...
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19 Aug, 2025
Views: 89
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Where do I enter payments on account?
To enter payments on account, go to the Payments on account section using SimpleStep or HMRC Forms. SimpleStep mode Working out your tax > Payments on account for 2024-25 HMRC Forms mode Tax Calculation > Payments on account > Box 10 and 11 (bottom of the page) When do I make...
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11 Aug, 2025
Views: 6006
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Resetting your Password for Email Login Setup Users
If you are using Email Login, you will now need to follow the new steps when resetting your password. From the TaxCalc login screen enter your Email. Click Forgot your password? Alternatively, in Admin Centre > Users, select the user from the list and click Reset Password from the...
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05 Aug, 2025
Views: 181
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#502 -fatal: Authentication Failure (Companies House Forms)
If you get the error message #502 - fatal: Authorisation Failure when filing Companies House Forms in Company Secretarial, this means that one of the following entries are missing or incorrect. Please check all the details carefully and re-enter them. Ensure you delete any spaces appearing at the...
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31 Jul, 2025
Views: 3076
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TaxCalc bookkeeping spreadsheet transaction templates for MTD
To assist you with complying with digital links for MTD reporting, we have produced spreadsheet templates for recording transactions and summarising totals. The totals can then be imported by VAT Filer (for quarterly MTD VAT return submissions) and will be ready to use with MTD Quarterly Filer...
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29 Jul, 2025
Views: 10196
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eSign Envelope Protection Options
When creating or editing an eSign envelope, users can choose between two available protection options: Advanced Electronic Signature (OTP) Standard Electronic Signature Within eSign Centre > Create an envelope select the required protection: Advanced Electronic Signature (OTP) This...
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29 Jul, 2025
Views: 350
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An introduction to Non-TaxCalc work
What is Non-TaxCalc Work? Any item of work you physically process outside of a TaxCalc module. This could be activities such as Payroll or Bookkeeping. What will enabling this functionality allow? You will be able to create work periods and set work item statuses from within a job for any...
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24 Jul, 2025
Views: 193
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How do I carry back self employment losses?
To carry back a self-employment loss for the current year to a previous year, you need to make a manual adjustment to your tax return for the year in which the loss occurred. You don't need to resubmit your return for the previous year. To calculate the manual tax adjustment figure, follow these...
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23 Jul, 2025
Views: 10413
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HMRC Filing Exclusions and Special Cases 2024/25
HMRC Filing Exclusions 2024/25 Exclusions have arisen due to the previous introduction of additional allowances and bands for certain types of income, making the calculation of the tax liability more complex. HMRC systems expect our software to match their method of calculation in order for the...
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22 Jul, 2025
Views: 1601
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Can TaxCalc recommend any iXBRL providers?
Since our iXBRL conversion service has been discontinued, we reviewed some possible alternative solutions for customers looking to prepare and produce iXBRL accounts (instead of using our Accounts Production package here). We would recommend reviewing the below list and contacting the provider...
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15 Jul, 2025
Views: 540
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CT600 how to claim terminal loss relief
What is Terminal Loss Relief Where a company has stopped trading and it has made a loss in its final 12 months of its trade the relief is extended as the company can carry back any trading losses that occur in the final 12 months of a trade and set them off against profits made in any or all of...
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10 Jul, 2025
Views: 6671
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Invite existing users to use Email Login Setup
Within Admin Centre > Users select the Invite to be sent option displayed next to the Active status for the existing user: This will then display the Email Login Setup dialog. Enter the user’s unique email address that they will use when logging into TaxCalc and select...
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09 Jul, 2025
Views: 273
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Postgres 16 Migration information
TaxCalc Core Component Update - PG16 Migration As well as more regular software updates, TaxCalc may occasionally need to update some other components like the database management system that stores your data. This may be upgraded to provide continued security or performance enhancements, for...
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03 Jul, 2025
Views: 423
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Top Tips and Tricks
Here are a few tips and tricks to help you in TaxCalc! Communications Centre These articles provide you with tips and tricks you can use within Communications Centre. How do I edit an existing Mail Merge template? How do I generate a mail merge letter for a single client? ...
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01 Jul, 2025
Views: 12589
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MTD Quarterly Filer - How to submit data
Updates need to be sent to HMRC quarterly and by the deadline, to avoid penalties, but it is possible to send more frequently if this is preferred. Click Create New Update. From here the Import data screen is displayed where you can import, map and save data. If the data being imported is for...
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27 Jun, 2025
Views: 150
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MTD Quarterly Filer - Getting started
MTD Quarterly Filer provides the functionality to complete the in-year submissions (Quarterly Updates) and interacts with TaxCalc modules and other bookkeeping/spreadsheet solutions. Setting up businesses in MTD Quarterly Filer: After launching MTD Quarterly Filer: Select the client you are...
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27 Jun, 2025
Views: 219
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Dividend Database, useful information
The links to various articles below will assist in using the Dividend Database Dividend splits and reverse splits will change share holdings in a company. The ‘Useful Information’ articles below clarify how to address this in the dividend wizard. As well as containing other information for...
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26 Jun, 2025
Views: 1842
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