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How to backup and restore my VAT or MTD Quarterly Filer information - non-practice user
Unlike the tax return data, VAT and MTD Quarterly Filer information is stored in a database and therefore we need to ensure that you have access to this data in the event of moving information between machines. In order to take a backup of your VAT or MTD Quarterly Filer data please follow the...
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06 Nov, 2026
Views: 3145
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How do I move to a new computer, including to a different operating system?
There are now Linux and Mac versions of TaxCalc for all customers except Practices running the network version. Of course, our Windows versions continue to exist for all customer types. This article will help you move to a new computer, including between the different operating systems. The...
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06 Nov, 2026
Views: 13215
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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 19.5.500 - Released on 4 November 2026 Please note: ...
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04 Nov, 2026
Views: 231516
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Retired Operating Systems
From time to time, it becomes necessary for TaxCalc to cease supporting certain versions of computer operating systems. Usually, these are for reasons such as the developer of that operating system stops providing support or security updates. When our official support stops, we stop testing the...
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04 Nov, 2026
Views: 6899
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How to request a refund once enrolled for Making Tax Digital for Income Tax
Requesting a refund from HMRC when registered for MTD for Income Tax (Please note that if you are not registered for MTD for Income Tax and continue to file using the SA100, please continue to request a repayment via the return) When a taxpayer has enrolled for Making Tax Digital for Income...
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04 Nov, 2026
Views: 189
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How to claim to reduce payments on account when enrolled for MTD for Income Tax
Claiming to reduce payments on account once registered for MTD for Income Tax Under MTD for Income Tax, a claim to reduce payments on account isn’t made through the quarterly updates or the final declaration in compatible software. HMRC has not provided an API for it, so it sits outside the...
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04 Nov, 2026
Views: 38
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MTD Quarterly Filer - Known Errors
From initial testing we have established the following intermittent issues when setting up/submitting quarterly updates: NOTE: Please note there are HMRC link: no penalties for missing a quarterly update deadline for the 2026 to 2027 tax year. Contents: HMRC error '403 Client or Agent Not...
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29 Oct, 2026
Views: 10559
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Auto-Renewal - Frequently Asked Questions
What has changed? From April 2025, TaxCalc licences now work on an auto-renewal basis. This means that there is no change to your renewal process on the first occasion after that date, but when your annual licence comes round the following time, the renewal and payment will happen automatically,...
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28 Oct, 2026
Views: 3106
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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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28 Oct, 2026
Views: 34818
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How to claim a refund on the SA100
When you file a self assessment return, you have the option of claiming the refund on your tax return or through an HMRC online account. Online accounts include: Self-assessment account Personal tax account Business tax account Agent government gateway account You may not get a refund...
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20 Oct, 2026
Views: 117429
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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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24 Sep, 2026
Views: 864
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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: 1709
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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: 11807
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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: 7147
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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: 365
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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: 504
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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: 5623
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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: 2269
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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: 43281
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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: 14574
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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: 2388
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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: 418
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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: 11064
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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: 65122
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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: 159
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