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Recent Articles
How do I reset the Hub admin password in TaxCalc
In some cases you may not know, or may need to reset the Hub admin password in TaxCalc. How you reset this will depend upon your TaxCalc licence. Non-Cloud user (Standalone or Network/Server) Open TaxCalc At the login screen, select Problems logging in? Click on I need to reset my admin user...
rating 22 Sep, 2022 Views: 2393
How to create a Job Template
For Jobs that are regular in nature and workflow despite being for different clients, such as producing accounts, you can create and apply a Job Template which can be used to auto-populate certain selections for the Job and related Tasks. We have provided some default templates for Annual...
rating 16 Sep, 2022 Views: 1364
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 Sep, 2022 Views: 23670
How to send a Health Check report
In order to diagnose certain issues it may be necessary to send TaxCalc a Health Check. This can be completed from inside the program by using the menu options on the top toolbar. Help > Send HealthCheck to TaxCalc If, however, you cannot open the program, you can send a Health Check...
rating 13 Sep, 2022 Views: 6073
How to utilise Current and Brought forward losses on a Corporation Tax Return.
This article will go through utilising current and brought forward losses on a CT600 tax return. Please select one of the following for instructions on how to do this: Offset current year losses Brought forward losses Offset current year losses To offset current year losses against profits...
rating 13 Sep, 2022 Views: 13310
How do I create relationships for directors, company secretaries and partners in Practice Manager?
To create a relationship for a director, company secretary or partner who is listed in Practice Manager, complete the following steps: Launch Practice Manager. Double-click on the relevant company/partnership. Click on Relationships. Click on Create Relationship. In the wizard, select the...
rating 13 Sep, 2022 Views: 3023
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 09 Sep, 2022 Views: 363
Merge of Data Checklist
If a TaxCalc database is to be combined with another TaxCalc database the information that can be transferred is limited. The database with data being extracted is referred to as the secondary database. The database that will import this additional data is referred to as a primary database. The...
rating 09 Sep, 2022 Views: 348
Capital Gains Tax refunds - how to receive a timely refund
Why does TaxCalc not provide information on Capital Gains Tax (CGT) paid? The reporting process for real time Capital Gains is something that software developers have not been given access to by HMRC so we cannot provide a link to this information via the Tax Return Production process in TaxCalc....
rating 08 Sep, 2022 Views: 579
TaxCalc Backups
How to backup the TaxCalc application on the different installation types: NOTE: We do not hold any data with respect to the databases of Standalone or Server/Network users. It is the responsibility to the end-user to ensure that the necessary files are backed up. It is important to backup your...
rating 01 Sep, 2022 Views: 35
TaxCalc Release Notes 2022
Below are the Release Notes for TaxCalc 2022 releases. Click to see the Release Notes for 2013-2016 > 2017 > 2018 > 2019 > 2020 > 2021 TaxCalc Product Update - version 12.4.009 - Released on 30th August 2022 Please note: For Customers who have not already updated to...
rating 30 Aug, 2022 Views: 135009
How do I enter a long period/basis period in the SA800 return?
The Partnership return does not cater for basis period/overlap relief. The tax return does not provide a box to make the adjustment to apportion the details for the full period. The first return you submit should contain the apportioned amounts from the start date to 5 April. The second return...
rating 25 Aug, 2022 Views: 1452
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 KB:...
rating 24 Aug, 2022 Views: 241
Unable to Open Document, when trying to upload a pdf file from a network drive to a new envelope in TaxCalc
If you get the below error when trying to upload a pdf from a network drive to a new envelope in TaxCalc, please review the below steps. After clicking ‘Upload Document’ from the TaxCalc Envelope ‘Manage Documents’ page, you will need to: Select the network drive where you file is...
rating 22 Aug, 2022 Views: 22
How to Report and Pay Tax on Capital Gains from UK Property
When is Capital Gains Tax (CGT) due on UK property? For UK property disposals which are not your main home, capital gains tax (CGT) will be due on gains which exceed the annual exempt amount (AEA). When does a gain on UK property have to be reported? Since 6 April 2020, if you’re a UK...
rating 18 Aug, 2022 Views: 1582
Basis Periods (First year rules) - Worked example of a business that started trading in 2020/21
First Year Rules A basis period is the time period that is used to determine taxable profits for a tax year. Where there is a commencement of trade during a tax year, the basis period will usually run to 5 April of that tax year, so an adjustment to the taxable profits may be necessary. The...
rating 17 Aug, 2022 Views: 766
Basis Periods (Second year rules) -Worked example of a business that started trading in 2020/21
Second Year Rules A basis period is the time period that is used to determine taxable profits for a tax year. In the first years of trade, this may not be the same as the accounting period. This can often mean that the taxable profits will not be the same as the net business profits for the...
rating 17 Aug, 2022 Views: 705
HMRC Filing Exclusions and Special Cases 2021/22
HMRC Filing Exclusions 2021/22 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...
rating 16 Aug, 2022 Views: 162
ENV LoadIdData when starting TaxCalc from a users profile in a Hosted environment.
The following error may occur when TaxCalc is updated in a Hosted environment. The Administrator profile will be able to open TaxCalc without issue however users may encounter the following error message on startup. As long as the latest installer has been manually run on the...
rating 10 Aug, 2022 Views: 174
What to do when receiving error 403 (Client or Agent not Authorised) - Practice User
If you have already filled under Making Tax Digital and you are receiving a 403 error (Client or Agent not authorised), there are multiple reasons this error can be returned but HMRC's investigations have shown that in over 90% of cases the reason is one of the following: The Government Gateway...
rating 09 Aug, 2022 Views: 81
What to do when receiving error 403 (Client or Agent not Authorised) - Individual user
If you have already filled under Making Tax Digital and you are receiving a 403 error (Client or Agent not authorised), there are multiple reasons this error can be returned but HMRC's investigations have shown that in over 90% of cases the reason is one of the following: The token has the...
rating 09 Aug, 2022 Views: 50
TaxCalc spreadsheet transaction templates
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 for Business Filer (for quarterly...
rating 08 Aug, 2022 Views: 1286
How do I carry back partnership losses?
To carry back a partnership loss for the current year to a previous year, you need to make a manual adjustment to your SA100 tax return for the year in which the loss occurred. You don't need to re-submit your return for the previous year and this cannot be done via the SA800 tax return. To...
rating 01 Aug, 2022 Views: 1059
Where do I enter my tax code?
The Tax code is NOT entered into a return. 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 and...
rating 01 Aug, 2022 Views: 5097
#502 – fatal: Authorisation Failure (when submitting accounts to Companies House)
When attempting to file to Companies House, you may get the error message #502 – fatal: Authorisation Failure. If you receive this error. it means that one of the following entries is incorrect or missing. Please check all the details carefully and re-enter them where possible. Delete any spaces...
rating 29 Jul, 2022 Views: 6391