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Recent Articles
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 13 May, 2021 Views: 14864
When opening TaxCalc on Mac systems - "TaxCalcHub is damaged and can't be opened."
Some Mac customers have reported that when attempting to restart TaxCalc an Apple error message is returned stating that the TaxCalcHub file is damaged and should be deleted. This is due to the security settings present on the Mac but should only affect older versions of OS. This security...
rating 12 May, 2021 Views: 571
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...
rating 11 May, 2021 Views: 77
Prepare for a Merge of Data - 2. Backup files \ Provide authorisation.
To provide copies of your database for a Merge of data follow these steps on each machine that holds a TaxCalc database. For customers that use CloudConnect, authorisation will instead be required. Email from the registered email address authorising a copy of the Cloud database to be taken. ...
rating 11 May, 2021 Views: 46
How to DeCloud
This article details the process required to restore a Cloud database into a network installation of TaxCalc. Do not open TaxCalc prior to performing this DeCloud if you have done so already close and run the B Create a blank Hub from the desktop before proceeding. Prepare the Cloud database ...
rating 11 May, 2021 Views: 23
I am running a Linux machine, how do i send error logs?
If an issue is encountered using the TaxCalc program on a Linux based system, logs will be required to investigate further. Please ensure you send the required logs via email to HealthCheck If the TaxCalc program is able to open, select Help > Send HealthCheck to TaxCalc...
rating 10 May, 2021 Views: 168
How do I download TaxCalc?
To download and install TaxCalc on a new computer, or update it on a computer that already uses TaxCalc, 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...
rating 10 May, 2021 Views: 34051
Tax on COVID grants
During 2020, and probably continuing throughout 2021, the government are providing grants to assist businesses that have been affected by the Coronavirus pandemic. How are COVID grants taxed? The legislation confirms that all COVID-19 support scheme payments are taxable under either Income Tax...
rating 07 May, 2021 Views: 1211
Where do I enter Coronavirus other support grants on a SA100 and SA800
In addition to the SEISS (Self-employment Income Support Scheme) grants and CJRS (Coronavirus Job Retention Scheme) claimed through HMRC, there have been many other grants provided by local government to support businesses through the Coronavirus pandemic. The screenshots below show which boxes...
rating 07 May, 2021 Views: 32
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 30 Apr, 2021 Views: 9960
What is the Client Questionnaire?
The Client Questionnaire allows you to create a Word document for each personal client showing the previous year's income sources (including details from any wizards or schedules). You can only create a Client Questionnaire using supported versions of Word which can be found within System...
rating 29 Apr, 2021 Views: 826
How do I use Mail Merge?
Mail Merge allows you to export client data into Microsoft Word documents, including letters and forms. You can access Mail Merge via Practice Manager. Please see the video below to walk you through the process or the written instructions further below. Open Practice Manager from the home...
rating 29 Apr, 2021 Views: 2951
How do I carry back a loss to a previous financial year on a CT600?
Carrying back trading losses A company incurring a trading loss in an accounting period can make a claim to offset the loss against total profits of the previous 12 months after first having set the losses against any profits of the accounting period in which the loss occurred. The Budget 2021...
rating 29 Apr, 2021 Views: 27926
Moving TaxCalc to a new server (Practice - Network version)
The steps to move TaxCalc to a new server are outlined below. Make a backup (Existing Server) Uninstall the program (Existing Server) Install the TaxCalc software (NEW Server) Restore the backup (NEW Server) Make sure the workstations connect to the database on the new Server While the...
rating 28 Apr, 2021 Views: 6904
How do I complete a CT600 for a property company? (Practice users)
To complete a CT600 for a property company, follow these steps: Open the client in Practice Manager. Go to Company Information. Tick Company is a Property Business (formerly schedule A taxation). Create or open the CT600. Go to Company Type (SimpleStep mode) or Information (HMRC Forms...
rating 28 Apr, 2021 Views: 2689
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...
rating 27 Apr, 2021 Views: 5158
TaxCalc integration with Xero
TaxCalc has started the integration process with Xero to allow for seamless transition of data. This will mean a trial balance can be imported directly in to a specified year-end into the Accounts Production module. Please note: this functionality is available from version 6.3.041 or higher. ...
rating 27 Apr, 2021 Views: 1098
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. Ensure that you are using the latest version of the program, if you...
rating 26 Apr, 2021 Views: 170
Getting started user guide (Practice Customers)
This guide gives you an overall picture on how to create new clients, set up the application and get started with Tax Return Production and Accounts . Please see the video below for information on getting started. Alternatively this has also been detailed below in writing. PLEASE NOTE: This...
rating 22 Apr, 2021 Views: 5364
Where to enter Coronavirus Support Schemes on CT600s
With the new Tax Year underway we have received a number of queries around the Coronavirus Support Schemes for CT600s so we wanted to provide some clarity on how these can be entered into TaxCalc, once you’ve updated to the latest release (v11.13.079 onwards). You can enter this information in...
rating 22 Apr, 2021 Views: 1101
Where to enter Self-Employment Income Support Scheme (SEISS) grant information?
For 2020/21 tax returns, there are specific fields for entry of SEISS (Self-employment Income Support Scheme) claims. The screenshots below show where the boxes are located although please note you will need to be running TaxCalc 2021 (v11.13.079) or later to see these. SA100 – Self Employed...
rating 22 Apr, 2021 Views: 4541
TaxCalc Release Notes 2021
Below are the Release Notes for TaxCalc 2021 releases. Click to see the Release Notes for 2013-2016 > 2017 > 2018 > 2019 > 2020 TaxCalc Product Update – Version 11.14.019 – Released on 20 April 2021 Please note: For Customers who have not already updated to Version 11 this...
rating 20 Apr, 2021 Views: 117045
How to comply with HMRC digital links requirements for MTD for VAT
For businesses mandated into Making Tax Digital (MTD) for VAT from April 2019, HMRC granted a twelve-month ‘soft landing period’ to allow businesses time to get their systems digitally linked so they are complying with the full MTD for VAT requirements. However, due to the impact of Coronavirus...
rating 19 Apr, 2021 Views: 862
TaxCalc integration with FreeAgent
TaxCalc’s integration platform offers integration with online accounting software FreeAgent for Practice and Non-Practice users. TaxCalc Accounts Production provides you with an easy-to-use wizard to import a year-end trial balance directly from FreeAgent in a few simple steps for both...
rating 12 Apr, 2021 Views: 242
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. ...
rating 12 Apr, 2021 Views: 105