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How can I access Engager from TaxCalc?
If you are a customer on our Cloud platform, TaxCalc now offers the ability to access Engager from within Practice Manager, when the link between TaxCalc and Engager has been enabled. How do I link TaxCalc to Engager? Log in to Engager.app with your usual Engager user ID and password ...
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04 Dec, 2025
Views: 46
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Companies House identity verification rules - how and when to confirm identity verification for directors and PSCs
Companies House identity verification (IDV) rules came into force on 18 November. The new legislation requires all directors, people with significant control (PSCs) and members of a limited liability partnership (LLP) to verify their identification with Companies House. This involves providing...
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04 Dec, 2025
Views: 58
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How to Reset the Two-Factor Authentication Details
You may need to reset the two-factor authentication if you have lost a device or think that your authentication code has been compromised. You can do this by: If you are able to Log into the TaxCalc application under a different user. If this is the Hub Admin user please see the next section. ...
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03 Dec, 2025
Views: 8690
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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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03 Dec, 2025
Views: 46115
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Updating eSign Company Name or Email Address
In order to update the Company name or email address, please complete the below instructions: Go to Admin Centre. Go to the Applications option in the left-hand menu. Select eSign Centre and select the Customise eSign Centre option from the left-hand menu. Alternatively, you can double click...
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02 Dec, 2025
Views: 2129
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eSign Credentials – Email already in use
If you receive an error message titled Email already in use when trying to send an eSign envelope, it is because the email address you are trying to use has an account with Signable already associated with it. You will need to enter a new email address to be used with eSign Centre. After...
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02 Dec, 2025
Views: 1254
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Can I delete a Job Template?
Depending on your permissions, you can delete a Job Template. However, you can't delete the predefined TaxCalc Job Templates or a Job Template that has been activated on a client. To delete a Job Template: Open the Admin Centre. Select Applications. From the Application table, select...
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02 Dec, 2025
Views: 486
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Job Template Task Actions
There are two different methods to create your Tasks, Workflow mode or Checklist mode. Workflow mode allows you to automate the start of each Task, making your Jobs run more efficiently, so that no manual updates are needed. You can setup your Tasks so that when one is complete, the next Task...
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02 Dec, 2025
Views: 957
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How to Delete Emails in Bulk
To delete emails in bulk go to Communications Centre. From Message Activity select Sent/Cancelled from the top of the screen. Use Ctrl+A to select all the messages or Ctrl+Select to select specific messages to delete. Click Delete. The following message is displayed: Click Confirm to...
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02 Dec, 2025
Views: 514
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Can I email my clients directly through Mail Merge?
You can't email your clients directly through Mail Merge, but you can create an email document in Mail Merge and send it via MS Word. This will take a few minutes to setup, but the template and shortcut will make the process much quicker for future use. First, create the document in Mail...
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02 Dec, 2025
Views: 3389
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How do I populate an email with client information?
A token can be used to populate an email with client information. Tokens are available for client personal/business information and a selection of tax values. Within Send Message click in the message body. Click in the Search tokens field, a list of tokens is displayed. ...
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02 Dec, 2025
Views: 406
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Biometric ID Checks - Frequently Asked Questions
This Knowledgebase Article provides general frequently asked questions regarding Biometric ID Checks. KB3437 - Guide to your client’s journey through the verification process KB3432 - What if the Client does not have a UK address? KB3433 - What if the Client does not have an ID document...
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01 Dec, 2025
Views: 149
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Guide to your client’s journey through the verification process using the Credas app
This journey applies when the option to initiate ‘Biometric Identity Check for Companies House - Option 1’ is selected in the wizard. Your client will receive an email/SMS providing them with a link to complete the biometric identity check and a personal registration code. Selecting ‘Start...
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01 Dec, 2025
Views: 80
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Biometric Identity Check Result
Biometric Identity Check Result This article aims to help you understand the overall result you may see for the biometric identity check. The overall biometric identity check result will be presented as one of two outcomes: Successful (green) - This result is displayed when both Document...
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01 Dec, 2025
Views: 72
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Biometric Identity Check - Liveness Results
Biometric Identity Check - Liveness Results This article aims to help you understand the results you may see for the Liveness check performed as part of the biometric identity check. Liveness Results Once the Liveness check has been completed by your client, you will see one of two results: ...
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01 Dec, 2025
Views: 59
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Biometric Identity Check - Document Verification Results
Biometric Identity Check - Document Verification Results This article aims to help you understand the results you may see for the Document Verification check performed as part of the biometric identity check. Document Verification Results For Document Verification results, you will be presented...
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01 Dec, 2025
Views: 84
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What if the Client doesn't have a smart phone?
If your client does not have a smart phone, we recommend they use a close friend/family members smart phone to complete the check. No information will be saved onto the device.
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01 Dec, 2025
Views: 30
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Why can't my Client upload a scan of their ID document?
UK Government standards require the individual to capture their selfie and their ID document(s) in real-time. To follow these standards and protect against fraud we do not allow for scanned ID documents.
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01 Dec, 2025
Views: 25
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What if the Client does not have an ID document from the list provided?
If your client does not have an ID document on the list provided, it is likely a manual identity verification will be required. Please seek appropriate guidance.
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01 Dec, 2025
Views: 25
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What if the Client doesn't have a UK Address?
If your client does not have a UK address, please advise them to click enter your address manually and input their address this way on the address page.
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01 Dec, 2025
Views: 31
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Guide to your client’s journey through the verification process
Your client will receive an email/SMS providing them with a link to complete the biometric identity check and a personal registration code. Selecting Get Me In will start the check. The link will open a secure page in the default browser: In the next step they have to read through and...
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01 Dec, 2025
Views: 126
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TaxCalc Release Notes 2025
Below are the Release Notes for TaxCalc 2025 releases. Click to see the Release Notes for 2013-2016 > 2017 > 2018 > 2019 > 2020 > 2021 > 2022 > 2023 > 2024 Please note we phase releases out so you may not see this available straight away. TaxCalc Product Update - version...
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28 Nov, 2025
Views: 201864
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How do I claim relief for Research and Development from 1 April 2024?
Merged Research and Development Expenditure Credit (RDEC) scheme from 1 April 2024 For Corporation tax accounting periods beginning on or after 1 April 2024, a new merged Research and Development Expenditure Credit (RDEC) scheme is available for eligible trading companies within the charge to UK...
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25 Nov, 2025
Views: 2847
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How do I enter a Research and Development Expenditure Credit (RDEC) on my CT600?
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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25 Nov, 2025
Views: 7495
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Where do I store the Companies House personal code on a client?
Please note you will need to be running the Autumn 2025 release of TaxCalc - this is a phased released w/c 27th October. To store the Companies House Personal Codes you can: Open Practice Manager and Edit an individual Go to the Companies House Authentication Enter within the field...
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18 Nov, 2025
Views: 995
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