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Bulk Update Clients
Bulk Update Clients allows you to update certain information in bulk for your clients within Practice Manager. Bulk Updating Clients: Within Practice Manager, select the clients from the Client list. (You can use CTRL to select more than one client) From the left-hand menu, select Bulk...
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10 Sep, 2026
Views: 1529
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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 or PDF-with explanation (if required). Apportion the profit/loss into a 12-month period and the remaining...
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08 Sep, 2026
Views: 11425
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How is Top Slicing Relief calculated after the Finance Bill 2020 changes?
What is Top Slicing Relief? Top Slicing Relief (TSR) hypothetically spreads a chargeable event gain (CEG), such as a gain on a life policy, over the years of the policy, such that the tax is payable as if the CEG had been received in equal amounts every year. It’s not an exact calculation as it...
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08 Sep, 2026
Views: 6805
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MTD Individual Tax Returns - what will be available to enter for 2025/26
Phased releases of MTD Tax Returns We're rolling out our MTD Tax Return Production software in phases. This article explains what's included in this first phase, and what you need to know before you get started. Phase 1 – August 2026 This release is phase one of MTD Tax Return Production for...
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27 Aug, 2026
Views: 180
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MTD Individual Tax Return - guide for completing self-employment sections
Completing your Self-Employment pages A guide to the Income, Expenses, Capital allowances, Losses and National Insurance screens This article explains what to enter on each of the Self-Employment pages when completing your Self Assessment tax return under Making Tax Digital for Income Tax. Each...
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27 Aug, 2026
Views: 141
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MTD Individual Tax Return - how does the process work as compared to the SA100?
The MTD tax return, as opposed to the SA100, is required to be completed for individuals who have registered for MTD for income tax for the tax year. It can only be prepared digitally and is due by 31 January following the end of the tax year (same as the existing SA100). The process itself is...
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27 Aug, 2026
Views: 235
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How to enter multiple trade profits and losses on the CT600?
Unfortunately, you cannot complete more than one trade computation within the CT600. To report the profit/loss amounts separately, you will need to complete the one computation but can separate out the profit and loss amounts by following the steps below. A PDF computation for each trade can...
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27 Aug, 2026
Views: 5437
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TaxCalc Release Notes 2026
Below are the Release Notes for TaxCalc 2026 releases. Click to see the Release Notes for 2013-2019 > 2020-2024 > 2025 Please note we phase releases out so you may not see this available straight away. TaxCalc Product Update - version 19.4.300 - Released on 20 August 2026 Please note: ...
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21 Aug, 2026
Views: 227602
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MTD Quarterly Filer - Known Errors
From initial testing we have established the following issues when setting up/submitting quarterly updates: NOTE: We are experiencing a lot of calls with respect to MTD Quarterly Filing and waits times are longer than usual. Alternatively please email us on support@taxaclc.com where a member of...
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20 Aug, 2026
Views: 8935
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Who shall I contact for any Document Manager Support queries?
Workiro Workiro's Support team can be contacted via support@workiro.com or on 0845 166 1165 (option 2). For more information around taking on Workiro you can visit https://www.taxcalc.com/integrations-and-partnerships/workiro-virtual-cabinet and email sales@taxcalc.com. SmartVault For any...
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19 Aug, 2026
Views: 2193
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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 by MTD Quarterly Filer (for quarterly MTD for...
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19 Aug, 2026
Views: 38718
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Where do I enter Filing Credentials for Tax Return Production?
To enter your HMRC Self Assessment and Corporation Tax Filing Credentials, please follow the below instructions: For your Firm's details: Launch Admin Centre > Applications Click on Tax Return Production > Customise TaxCalc Click on Filing Credentials on the left Enter in your HMRC...
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18 Aug, 2026
Views: 14157
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How to adjust self-employment profits for accounting periods not aligned with the tax year (from 2024/25 onwards)
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 this HMRC webpage for further information. If for any reason, a self employed individual has...
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17 Aug, 2026
Views: 2209
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Non-resident tax calculation explained
The starting point: what non-residents are taxed on A UK non-resident individual (determined under the Statutory Residence Test, FA 2013 Sch 45) is generally taxed only on UK-source income, not on their worldwide income. Common examples of UK-source income for a non-resident include: UK rental...
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13 Aug, 2026
Views: 154
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CloudConnect connection issues
The CloudConnect version of TaxCalc uses a locally installed version of the program which then connects to the database held in the cloud. This article explains how to troubleshoot issues connecting to the Cloud database. If you are newly installing TaxCalc, you may see the below error: If...
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12 Aug, 2026
Views: 9484
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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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10 Aug, 2026
Views: 63148
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TaxCalc and ISO27001 accreditation
TaxCalc has ISO27001 accreditation. Additional information can be found on our Blog post: https://www.taxcalc.com/blog/taxcalc-iso-27001-for-customer-confidence You can download a copy of our certificate from the following link:TaxCalc's ISO27001 certificate
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31 Jul, 2026
Views: 83
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Payment Issue - problem with your regular payment or error 35
What to do if you receive the warning 'There is a problem with your regular payment', in TaxCalc Notifications or error 35 when launching TaxCalc: The warning means that we haven't received your monthly instalment. In order to resolve the issue you can either: 1. Log on to the TaxCalc website...
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29 Jul, 2026
Views: 1147
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MTD Quarterly Filer - Getting started
MTD Quarterly Filer provides the functionality to complete in-year submissions (Quarterly Updates) and integrates with TaxCalc modules, as well as other bookkeeping and spreadsheet solutions. Before you begin Before you can submit quarterly updates, the individual must be registered for Making...
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20 Jul, 2026
Views: 3715
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403 Error when attempting to fetch for MTD VAT returns
The 403 error message can appear in two ways: 403 error (Client or Agent not authorised) or 403 (Forbidden) TAX_PERIOD_NOT_ENDED If you are receiving the 403 error (Client or Agent not authorised), there are multiple reasons this error can be returned but HMRCs investigations have shown...
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20 Jul, 2026
Views: 8385
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TaxCalc crashes during installation, updating or running the software (OpenGL)
For security and functionality reasons, TaxCalc have upgraded some of the components used in the program. In a small number of cases the graphics drivers used on some machines can cause unexpected issues, and one of the following errors may occur when installing, updating or running the software: ...
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14 Jul, 2026
Views: 17882
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E-Sign (Getting Started)
TaxCalc eSign Centre dramatically reduces the time spent obtaining client approval for tax returns, VAT returns, sets of accounts and any other documents. Simply send over an electronic copy of the documents for the client to check, then once signed, you’ll be notified immediately where you can...
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13 Jul, 2026
Views: 721
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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 became mandatory for businesses on 1st April 2019. This means that businesses who have an annual turnover of over £85,000...
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13 Jul, 2026
Views: 35183
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MTD Quarterly Filer - Collateral
We have collated all the information you'll need to start submitting quarterly updates to HMRC using MTD Quarterly Filing, as well as information on starting the MTD for income tax process with HMRC. Setting up and using MTD Quarterly Filer Getting started How to submit data Excel...
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09 Jul, 2026
Views: 6410
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MTD Quarterly Filer - why accounting type is Cash
Within MTD Quarterly Filer > Business Information, the accounting type displays as 'Cash'. This is because HMRC default all businesses to cash upon signing up for MTD. This does not prevent quarterly filings to be submitted on an accruals basis and the MTD tax return will allow the accounting...
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09 Jul, 2026
Views: 444
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