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Recent Articles
Communications Centre: Collateral
TaxCalc’s Communications Centre allows you to create letters or emails for outgoing communications with clients of your practice within TaxCalc. You can also automate and schedule emails for key events as well as: Create and manage mailing lists Create message templates for email or mail...
rating 28 Jan, 2022 Views: 197
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 28 Jan, 2022 Views: 20334
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 28 Jan, 2022 Views: 5873
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 and Communications Centre if you have the appropriate licence. Open Practice Manager from the home screen. Select Communications > Mail...
rating 28 Jan, 2022 Views: 3460
Why can't I verify the SMTP Outgoing Email setting?
Some email providers will require you to turn off the secure app setting. For example, when using a Gmail account, you will need to go to the Gmail Account Settings > Security and enable Less secure app access. However, for Gmail, if you are using app passwords this is not required. Please see...
rating 28 Jan, 2022 Views: 96
Outgoing Email Settings
For TaxCalc to successfully send emails from Communications Centre you’ll need to set up your SMTP details. You can specify default SMTP details for any shared practice email addresses for each office under Firm Details, allowing you to add multiple email addresses to the practice and users of...
rating 28 Jan, 2022 Views: 124
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 20 Jan, 2022 Views: 11508
HMRC Filing Exclusions and Special Cases 2020/21
HMRC Filing Exclusions 2020/21 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 20 Jan, 2022 Views: 707
How do I back up the database?
TaxCalc uses a database to store client, accounts and tax return data. This SimpleStep guide will help you to take regular backups. If you run TaxCalc on a network, you must perform the backup on your server. You can't run a backup remotely from a computer that's connected to the server. If...
rating 20 Jan, 2022 Views: 5743
Can I skip making a backup when an update is run
In recent versions of TaxCalc the user will be prompted to allow a backup to be made when the update runs if it is started from the notifications tab. This dialog has been included to ensure that appropriate backups are taken at the point the database is upgraded. TaxCalc recommends you allow...
rating 20 Jan, 2022 Views: 400
QPSQL Unable to connect error after restoring from a backup file.
A QPSQL error may occur after a restore has been attempted in TaxCalc using a backup file that is stored or had been saved to a remote location. To resolve this issue the database needs to be removed. Then a new backup file should be created and saved to the C:\TaxCalcHub on the old server....
rating 17 Jan, 2022 Views: 25
How do I import a letter template into Mail Merge?
When using the TaxCalc software, you may already have pre-established templates that you use for contacting you clients via email or post. This article will run through how to import your pre-existing templates and also modify the content to pre-populate data available. If you have pre-existing...
rating 14 Jan, 2022 Views: 1807
How to force TaxCalc to re-license.
In certain scenarios it may be necessary for TaxCalc to be licensed under different accounts. This could occur if a user consults for multiple firms but also requires a personal licence to complete their own Self Assessment. This article provides two methods of removing the licence key after...
rating 13 Jan, 2022 Views: 750
Error Updating Database after updating or restoring from an old backup file.
Non-practice and standalone users may experience an Error updating database error message after ; Restoring an old backup file from V11.7.061 or earlier into the latest version of TaxCalc ( V12.1.021) OR Manually running a newer installer (V12.1.021) over the top of an old installation. ...
rating 12 Jan, 2022 Views: 1255
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 Mac OS. The best...
rating 12 Jan, 2022 Views: 1501
What is the Business Creation Wizard?
With Making Tax Digital on the horizon, we’re getting you set up for the future. The Business Creation Wizard enables you to define separate businesses within the same client. This will make reporting on multiple businesses with different year ends easier to manage and record specific details...
rating 12 Jan, 2022 Views: 1490
Inconsistent duplicate fact values (core:PropertyPlantEquipment) when filing to HMRC
When filing a CT600 online to HMRC, you may experience the below error message: As you can see by the location listed, HMRC are refusing the submission based on the attached accounts, specifically in reference to the values listed and tagged under Property, Plant and Equipment. We recommend...
rating 11 Jan, 2022 Views: 7
Filing a CT600 for a non-resident company
From 6 April 2020, non-UK resident companies including those who invest in UK property through collective investment vehicles (CIV) will need to pay Corporation Tax instead of Income Tax on profits from UK property. This will require submission of an annual corporation tax return (CT600) and...
rating 11 Jan, 2022 Views: 26
How do I make a claim for Enterprise Investment Scheme disposal relief?
To make a claim for Enterprise Investment Scheme disposal relief please follow the instructions below relevant to SimpleStep or HMRC forms mode. SimpleStep mode Go to the Capital Gains section. Go to the Asset Details screen and enter the details. If there is a Loss after entering cost and...
rating 07 Jan, 2022 Views: 13136
Claiming Marriage Allowance
Making a Claim What to do if you cannot claim When trying to check my status or eligibility, a response of invalid or taxpayer not found is given Claiming as a non-resident Making a Claim For 2020/21 the Marriage Allowance lets you transfer £1,250 of your personal allowance to your...
rating 04 Jan, 2022 Views: 14124
Full uninstall and reinstall of TaxCalc on Mac OS
These instructions will guide you through the uninstallation of the TaxCalc program and the removal of the database and licence information from your Mac system. Standalone Practice and VAT module users utilise the database to store data. You should ensure that you have a backup of your database...
rating 29 Dec, 2021 Views: 621
Update Failed - Error updating TaxCalc
In certain circumstances, users may encounter the below error message: This is due to a subsequent update or hotfix being released. Please ask your TaxCalc hub administrator (the user who logs in with the admin username and password) to log in from another machine and check if there are any...
rating 23 Dec, 2021 Views: 9096
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 12.1.021 - Released on 21 December 2021 Please note: For Customers who have not already updated to Version 12, this...
rating 22 Dec, 2021 Views: 126812
How do I enter a balancing charge/allowance for a capital allowance asset that I've written off in a previous year?
To enter a balancing charge/allowance for an asset that you've written off in a previous year, follow the below steps. Please note the below behaviour is available from version 12.0.007 and you should update your copy of TaxCalc as required. Browse to the Capital Allowance wizard in your...
rating 14 Dec, 2021 Views: 3883
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...
rating 10 Dec, 2021 Views: 7081