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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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12 Mar, 2026
Views: 21
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How does the licensing work on my TaxCalc Practice products?
Below is an overview of how the licensing operates when you begin to use the TaxCalc application for your purchased products. For a full list please see our EULA and the Term of Licence section: Product Licence Consumption Tax Return Production Tax Return production is an...
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06 Mar, 2026
Views: 3337
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How do I claim relief for Research and Development from 1 April 2024?
For accounting periods starting on or after 1 April 2024, the merged R&D expenditure credit (RDEC) and enhanced R&D intensive support (ERIS) replace the old RDEC and small and medium-sized enterprise (SME) schemes. The two schemes and how to claim are explained below. Merged Research and...
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04 Mar, 2026
Views: 3760
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How do I enter a Research and Development Expenditure Credit (RDEC) on my CT600 - accounting periods starting before 1 Aril 2024
The research and development expenditure credit (RDEC) replaced the large company scheme in April 2016 to continue to encourage investment in R&D. A large company can claim a taxable credit on qualifying R&D expenditure, up to 2 years after the end of the accounting period it relates to. In...
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04 Mar, 2026
Views: 8169
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How do I use excess pension contribution allowance carried forward from previous years?
TaxCalc automatically offsets your pension contribution allowance against your pension contributions for the current year. If contributions have been paid in excess of your annual pension allowance, you can utilise any unused allowance from the previous three years (starting with the oldest year)...
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04 Mar, 2026
Views: 4659
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HMRC Simple Assessments - why am I or my client receiving one?
From 2025, HMRC began issuing Simple Assessment letters, which provide detailed calculations for any tax owed by customers for income received in the tax year. Simple Assessment letters are sent to taxpayers who are not part of Self Assessment and who either do not have a PAYE tax code, or where...
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04 Mar, 2026
Views: 590
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How to enter Voluntary Class 2 NIC for Self-Employment, Partnerships and Lloyds
If your profits (self-employment, Partnership and Lloyds) are less than the Small Profits Threshold, (* £6,845 for 2025/6) and you want to make voluntary contributions, please follow these steps. Please note that if the profits are above the threshold, then the boxes should not be ticked. * For...
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04 Mar, 2026
Views: 11345
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CT600 losses and how to carry them back
Carrying back company 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 amount...
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04 Mar, 2026
Views: 89592
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What information will I receive when using Fetch Taxpayer Data (HMRC Self Assessment APIs)?
HMRC has provided a method of sending information relevant to the completion of a Tax Return called Application Program Interfaces or APIs. This is the first part of their overall Digital transformation project known as Making Tax Digital. This allows TaxCalc to request information held by HMRC...
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04 Mar, 2026
Views: 7261
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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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04 Mar, 2026
Views: 12187
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Tax Rates and Allowances
Please select from below: Income Tax National Insurance Contributions Working and Child Tax Credits Child Benefit and Guardian's Allowance Tax Free Savings Account Fuel Benefit Charge Van Benefit Charge VAT Capital Allowances Corporation Tax Authorised Mileage Rates Pension Contributions...
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03 Mar, 2026
Views: 40095
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How do I use the Annual pension allowance details wizard for defined benefit schemes
How do I use the Annual Pension Allowance details wizard for defined benefit schemes? Whilst our wizard refers to terminology for defined contribution pension schemes, it can be used to determine the annual allowance and any resulting pension tax charge for defined benefit schemes (also known as...
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24 Feb, 2026
Views: 2458
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Moving TaxCalc to a new computer (Individual, Partnership and Limited Company users)
On the Old PC Before starting you should know the location of the data files. Start the TaxCalc program and select a file within an appropriate year. The file location will be shown in the ‘File Info’ at the bottom of the screen. In the example shown above, the...
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24 Feb, 2026
Views: 51776
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How do I complete a return for a foster carer?
You need to take certain things into account when completing the return, for example, the qualifying amounts that you can deduct from total care receipts. Deductions from total care receipts (2025) include: £19,360 per household. a weekly amount for each cared for child or adult £405...
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24 Feb, 2026
Views: 46210
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How do I recover CIS tax deducted from a company
Unfortunately there is no facility to recover CIS tax through the CT600. CIS tax is an employment tax deducted from a limited company's gross income and therefore forms part of the PAYE system. The amount of CIS paid is entered in the Employment Payment Summary (EPS) and is deducted from the...
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17 Feb, 2026
Views: 7116
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Scaling TaxCalc on High resolution (HiDPI) Displays
In some cases high resolution (also known as HiDPI) displays may not display as intended. This problem is exacerbated on physically smaller Hi resolution displays normally found on tablets and laptops. TaxCalc are working to address this with the forthcoming implementation of a new toolset that...
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13 Feb, 2026
Views: 2191
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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 17.1.130 - Released on 13 February 2026 Please note: ...
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13 Feb, 2026
Views: 207847
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System Libraries for Linux
TaxCalc uses the QT framework which, in turn, requires the following system libraries to be present on your Linux operating system. If any are missing or not up to date, please see the instructions below on installing them yourself. libpcre2-16-0 – open source C library providing regular...
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10 Feb, 2026
Views: 90
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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. Please...
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10 Feb, 2026
Views: 28213
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How do I change the password for a user?
Please see below the step by step instructions on how to change a password for TaxCalc users. Please note if you are using Email Login you will need to look at the following article: Resetting your Password for Email Login Setup Users Step 1: Log into TaxCalc as the admin user Open TaxCalc and...
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06 Feb, 2026
Views: 2587
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Claiming rent a room relief for one property and the property allowance for another property
HMRC have confirmed that an individual can claim the property allowance for one property and rent a room relief for another. If rent a room income is below £7,500*, this is very straightforward. In HMRC Forms mode, on page UKP1, tick box 4 (If you are claiming rent a room relief and your rents...
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04 Feb, 2026
Views: 7092
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SA900 Trust tax free amount from 6 April 2024
From 6 April 2024, HMRC abolished the default standard rate band (£1,000) for income tax on trusts and estates. Instead HMRC have introduced a £500 tax free amount on which UK trusts and estates do not pay income tax, providing total income does not exceed £500. If income exceeds £500, tax...
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03 Feb, 2026
Views: 151
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Anydesk configuration on Mac systems
Follow through the below instructions to assist with setting up an AnyDesk session on mac. IMPORTANT - If the customers broadband is TalkTalk, they will need to visit their online portal or contact TalkTalk customer service to get AnyDesk.com unblocked. For further information, see attached...
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02 Feb, 2026
Views: 6675
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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...
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29 Jan, 2026
Views: 6589
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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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28 Jan, 2026
Views: 49208
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