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How do I use TaxCalc's Encrypted PDF tool?
Encrypted PDF is an add-on product provided by TaxCalc, that allows a return to be saved as a PDF document and then encrypted with a password. This encrypted PDF document will not open until the correct password has been entered. As the password is hard coded into the document itself, it will be...
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14 Oct, 2019
Views: 774
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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...
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14 Oct, 2019
Views: 1646
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TaxCalc and passwords
As a user of TaxCalc, you may already be aware that there are varying passwords that you may have setup. This article will cover the different type of passwords that we use, the importance of each and more information on how to reset these if required. PLEASE NOTE: For security reasons, TaxCalc...
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11 Oct, 2019
Views: 2
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How do I encrypt or password protect my tax return?
If you want to encrypt or protect your tax return so that it can only be read using a password, follow these steps: Open the tax return. Go to File > Password Encryption. Read the introduction text carefully. Set a new password as required. Save the return. When you next open the tax...
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11 Oct, 2019
Views: 561
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How to access AML with a secondary account setup
It is possible to access the AML module without having to login as the primary account holder. For our CloudConnect users this has the added benefit of not requiring the two factor authentication pin code to be entered. In order to create a secondary AML user : Log into the TaxCalc website...
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11 Oct, 2019
Views: 271
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How do I use the demo database?
The demo database allows you to practise using TaxCalc on a separate standalone database and trial its features without having to enter lots of data. To use the demo database, follow these steps: Start up the trial product in TaxCalc. Click on Notifications in the top right-hand corner. ...
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10 Oct, 2019
Views: 1706
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Cannot connect to database error message appears when starting TaxCalc
If TaxCalc loses contact with, or has never been able to connect to a database, you will receive a similar message to the below: This means that the connection to the database cannot be established. To resolve, you will need to know whether TaxCalc works on the server machine (the machine...
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09 Oct, 2019
Views: 19224
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Cannot connect to DB - Server machine
If you are receiving the "cannot connect to database" error message on the machine/server where the database is held (server), there are a few things that need to be checked before proceeding. Firstly, we would always recommend re-starting the machine/server that holds the database and trying...
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09 Oct, 2019
Views: 16
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Cannot connect to DB - Client machine
The content in this article assumes that the server machine (the machine where the TaxCalc database is held) works. If TaxCalc does not work on the server, please see our article for Cannot connect to DB - Server machine. Below will detail the steps to try and resolve this issue yourself in the...
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09 Oct, 2019
Views: 16
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How do I configure my firewall software?
To allow TaxCalc to access the internet you may have to configure your firewall software. Follow the steps for your particular firewall. AVG Internet Security Delete the application rule for TaxCalc, then grant access the next time you're asked: Close TaxCalc. Open AVG Internet Security. ...
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09 Oct, 2019
Views: 9197
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How do I configure the firewall for the network version of TaxCalc?
The following ports must be open to allow access to the discovery service and the database, and should suffice for most installations. Server Side Incoming Rule discoveryservice.exe Port 3838 (UDP) postgres.exe Port 5432 / 5433 (TCP) Outgoing Rule discoveryservice.exe Port 6178 (TCP) ...
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09 Oct, 2019
Views: 3775
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Reinstalling TaxCalc in case of a failed update or other unexpected behaviour
On occasion the software can become corrupt. Experience shows us this is often due to a failed web download, sometimes cancelled when it takes longer than expected. In most cases a simple reinstall from the website will resolve the issue. A re-installation may also be required if an older...
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07 Oct, 2019
Views: 4366
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Restricted Finance Costs from Property Income
Restricted Finance Costs from Property Income From 6 April 2017, new rules were introduced to restrict deductions from property income for finance costs for residential properties for individuals . The measure was introduced is to restrict relief for finance costs to the basic rate of income tax...
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04 Oct, 2019
Views: 283
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Where do I enter interest received from payment protection insurance (PPI)?
To declare interest received from payment protection insurance (PPI), go to the Any Other UK interest section of the tax return. SimpleStep mode Go to Other income > Savings and investments > Any other UK interest. Enter the relevant information in the boxes. HMRC Forms mode Go to...
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02 Oct, 2019
Views: 7456
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How do I complete a tax return for someone who has died?
If you are completing a return for someone who has died, there are two alternative methods of completion depending on the actions that have been completed in communicating with HMRC. If you have called HMRC and advised them of the death and informed them that you will be acting as a personal...
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02 Oct, 2019
Views: 18819
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How to force TaxCalc to re-licence.
In certain scenarios it may be necessary for TaxCalc to be licenced 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...
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27 Sep, 2019
Views: 23
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Getting started user guide (Practice Customers)
This guide gives you an overall picture on how to create new clients, set up the application and get started with Tax Return Production and Accounts . Please see the video below for information on getting started. Alternatively this has also been detailed below in writing. PLEASE NOTE: This...
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27 Sep, 2019
Views: 2699
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How to change from limited by guarantee to limited by shares and vice versa once a client has been set up.
In Practice Manager select the client and select Edit Client/Contact. Select Company Information. The Type of Company field is greyed out, which means it cannot be amended at present. To be able to amend the Type of Company you must first delete any relationships setup. Click...
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27 Sep, 2019
Views: 9
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Using the right credentials for Cloud Connect
When using the TaxCalc Cloud Connect Module, it is important to remember the user credentials that have been created for user and license purposes. As cloud uses a two-factor authentication process and Advanced Security, this makes remembering the information more important. License...
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27 Sep, 2019
Views: 4
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How to do mail merge in Linux versions of TaxCalc
Note this article needs to cover creating the merge docs and merging them in Openoffice/LibreOffice Mail Merge allows you to export client data into documents, including letters and forms. You can access Mail Merge via Practice Manager. In Windows most of this is handled in...
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27 Sep, 2019
Views: 5
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How to update the Tax Status Column when paper filing.
The Tax Status columns are automatically updated following a successful filing receipt from HMRC. However when a return has been printed without the IR mark and it is simply a tax return with client data, it is then necessary to let the system/counters know the return has been filed. This...
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27 Sep, 2019
Views: 3
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Managing & Importing Tax Return External Files into the Database
TaxCalc defaults the tax returns to be stored in the central database. However files can be stored externally but we do not recommend this as it may cause potential duplication of data, particularly if running a network version. It is possible to import external files directly into Practice...
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27 Sep, 2019
Views: 6
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Making sure a paper return is counted correctly as being filed in TaxCalc
Customers report that if they change the filing status (Set work status > Set Tax Work Status) this does not update the Tax File counters as being submitted, leaving the Tax Returns filed as being incorrect. In order to make sure the Tax Returns filed counter reflects both the returns filed...
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27 Sep, 2019
Views: 4
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Changes to officers don't update when I click on Refresh List
In instances where changes are made to relationships within Practice Manager, if an accounting period already exists, you will need to force a refresh for these changes to take place on the financial statements. To do this, you will need to go to the Officers page within Client Information and...
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27 Sep, 2019
Views: 2767
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How much tax will I pay on my state pension lump sum?
Please note: that State Pension Lump sums are only available to persons that reached state retirement age before 6/4/16 Your state pension lump sum is taxed at the highest rate charged on other income received in the year. For example, if the highest rate of tax you pay is 20%, you'll pay 20%...
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26 Sep, 2019
Views: 14634
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