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TaxCalc crashes during installation, updating or running the software (OpenGL)
For security and functionality reasons, TaxCalc have upgraded some of the components used in the program. In a small number of cases the graphics drivers used on some machines can cause unexpected issues, and one of the following errors may occur when installing, updating or running the software: ...
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14 Jul, 2026
Views: 17453
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E-Sign (Getting Started)
TaxCalc eSign Centre dramatically reduces the time spent obtaining client approval for tax returns, VAT returns, sets of accounts and any other documents. Simply send over an electronic copy of the documents for the client to check, then once signed, you’ll be notified immediately where you can...
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13 Jul, 2026
Views: 597
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Agents Becoming MTD for VAT Compliant with HMRC - Step by Step guide.
HMRC wants to transform the tax administration to be more effective, more efficient, and make it easier for taxpayers to get their tax right. Making Tax Digital (MTD) for VAT became mandatory for businesses on 1st April 2019. This means that businesses who have an annual turnover of over £85,000...
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13 Jul, 2026
Views: 32490
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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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10 Jul, 2026
Views: 8756
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MTD Quarterly Filer - Collateral
We have collated all the information you'll need to start submitting quarterly updates to HMRC using MTD Quarterly Filing, as well as information on starting the MTD for income tax process with HMRC. Setting up and using MTD Quarterly Filer Getting started How to submit data Excel...
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09 Jul, 2026
Views: 3914
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MTD Quarterly Filer - why accounting type is Cash
Within MTD Quarterly Filer > Business Information, the accounting type displays as 'Cash'. This is because HMRC default all businesses to cash upon signing up for MTD. This does not prevent quarterly filings to be submitted on an accruals basis and the MTD tax return will allow the accounting...
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09 Jul, 2026
Views: 95
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MTD Quarterly Filer - known errors
From initial testing we have established the following issues when setting up/submitting quarterly updates: HMRC error '403 Client or Agent Not Authorised' when trying to link the business This is usually because the client is not registered for MTD, the agent does not have an Agent Services...
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08 Jul, 2026
Views: 2296
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Top Tips and Tricks
Here are a few tips and tricks to help you in TaxCalc! Communications Centre These articles provide you with tips and tricks you can use within Communications Centre. Automated Message Settings Practice Manager These articles provide you with tips and tricks you can use within...
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07 Jul, 2026
Views: 16105
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Automated Message Settings
Automated Message Settings allows you to automate the process of requesting records and sending optional reminder emails for clients which automatically generates a message. These messages can either be sent individually or in bulk. You can schedule emails to be sent to clients and select to...
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07 Jul, 2026
Views: 2989
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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 19.3.550 - Released on 7 July 2026 Please note: ...
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07 Jul, 2026
Views: 222478
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How do I resubmit a return or file an amended return?
If, after making a successful submission, you need to make changes and file an amended return. Please see the video tutorial for a walk through of the process. Alternatively, please follow these written steps: Make your corrections. Click on Check & Finish. Check and review your...
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03 Jul, 2026
Views: 86817
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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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02 Jul, 2026
Views: 27764
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How can I see whether identity evidence has expired?
New report columns are available for AML report customisations to highlight when identification evidence is due to expire. Once your clients have provided their identity evidence, it is important to ensure your records are kept up-to-date. Therefore, we have introduced additional selection when...
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01 Jul, 2026
Views: 1036
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How do I define my own work statuses?
TaxCalc allows you to create your own work status for accounts, tax and VAT, and Companies House Forms. To add your own status: Select Admin Centre from the home screen. Click on Applications on the left-hand side. Click on Practice Manager on the right side of the screen. Click on...
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01 Jul, 2026
Views: 3600
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Where do I enter payments on account?
In certain scenarios, as detailed in our article for When do I make payments on account? HMRC expect taxpayers to contribute Payments on Account towards the overall liability via payments being made in advance on 31st January and 31st July. In order to declare any payments made on your returns,...
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29 Jun, 2026
Views: 8946
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How to fix the TaxCalc display when the High DPI settings are set incorrectly
In some cases users prefer to change the zoom settings in TaxCalc rather than their display settings, However, if too radical a change is made to the Advanced Display Settings (High DPI Support) the TaxCalc display can become garbled. Windows machines: In this case the registry setting that...
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29 Jun, 2026
Views: 5198
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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...
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26 Jun, 2026
Views: 8862
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Full Expensing capital allowances available from 1 April 2023
What are the new capital allowances? From 1 April 2023 (and originally until 31 March 2026 but now permanent), companies, who are subject to corporation tax (CT), investing in qualifying, new plant and machinery assets will be able to claim: a 100% full expensing first year allowance (FYA) on...
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22 Jun, 2026
Views: 4133
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MTD IT for agents - authorising TaxCalc to connect to HMRC
In order to use TaxCalc to submit and retrieve information for MTD income tax for your clients, HMRC require authorisation between the software and the MTD APIs. These can be retrieved within Admin Centre > Applications > MTD Quarterly Filer. Open TaxCalc and select Admin Centre Click...
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18 Jun, 2026
Views: 323
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Basis Period Transition when more than one accounting period (2023/24)
How should I enter details of multiple accounting periods for a self employment? From tax year 2024-25 onwards, self-employed individuals will be taxed on the profits that arise in the tax year that runs from 6 April to the following 5 April (the tax year basis). This replaces the previous current...
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17 Jun, 2026
Views: 8020
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Basis Period in the transitional year 2023/24 - how to use the basis period calculator
Basis Period Entries in TaxCalc (transitional year 2023/24) This article explains the entries to make for the 2023/24 transitional year. HMRC's business manual explains the rules, if you need to familiarise yourself before starting your entries in TaxCalc. You can either enter the adjustments...
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17 Jun, 2026
Views: 7783
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Multi-Factor Authentication for agents being introduced by HMRC.
HMRC is introducing Multi-Factor Authentication (MFA) for all tax agent accounts during 2026. The change is designed to improve security and protect sensitive taxpayer information from cybercrime. Instead of signing in with just a Government Gateway ID and password, users will also need to enter...
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16 Jun, 2026
Views: 560
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VAT Filer for agents- How to send to and retrieve data from HMRC
What are APIs? HMRC have provided a method of obtaining information relevant to VAT Returns called Application Program Interfaces or APIs. This is the second part of their overall Digital transformation project known as Making Tax Digital (MTD). What data can be requested from HMRC? This...
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16 Jun, 2026
Views: 5559
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When can I use the Dividend Database or What If? Planner?
The What If planner and Dividend Database are add on modules to your existing tax packages. Each year, the software is updated in June to contain the updated details required. Between April and June, TaxCalc are in communication with HMRC and are finalising the information that we have before...
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15 Jun, 2026
Views: 7209
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When will TaxCalc 2027 be available?
TaxCalc 2027 will be available in late March 2027. We will let you know when you can update your software and this will depend on which type of customer you are. In all cases, you will not be able to file your return until after 6 April 2027, for the tax year from 6 April 2026 to 5 April 2027. ...
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15 Jun, 2026
Views: 24681
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