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MTD Quarterly Filer - known issues
From initial testing we have established the following issues when setting up/submitting quarterly updates: 1. Quarterly Statuses - validation message re business start date After the quarterly type has been amended to ‘Calendar’ in Business Information, and clicking 'Refresh HMRC...
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05 Nov, 2025
Views: 344
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What happens to the TaxCalc Application when the licence expires and is not renewed?
When the TaxCalc licence expires, all of the content in the database becomes read-only. The application will not allow the user to edit, file or print tax returns or accounts. You will still be able to view your existing client list however their returns will be locked in a read only state until...
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05 Nov, 2025
Views: 2346
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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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04 Nov, 2025
Views: 45102
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When will TaxCalc 2026 be available?
TaxCalc 2026 will be available in late March 2026. 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 2026, for the tax year from 6 April 2025 to 5 April 2026. ...
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30 Oct, 2025
Views: 21473
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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. Can I attach a TaxCalc document such as a set of Accounts or Tax return to an Email I am sending to my client from...
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29 Oct, 2025
Views: 13069
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Incorrect customer account details - TaxCalc could not recognise...
The Incorrect customer account details screen (pictured) will be shown if you are connecting to TaxCalc using incorrect or out of date account details. This will only happen if: your account email address has been changed through the TaxCalc website your account password has been reset. ...
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29 Oct, 2025
Views: 25126
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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 a client Go to the Companies House Authentication Enter within the field Companies...
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29 Oct, 2025
Views: 663
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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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29 Oct, 2025
Views: 198605
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Fetch taxpayer data - HMRC does not recognise that a client is authorised
When using Fetch taxpayer data to retrieve information from HMRC, if HMRC does not recognise that the client has been authorised, a message will appear : 'HMRC does not recognise that this client has been authorised with the agent credentials being used in token management'. Note : HMRC have...
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29 Oct, 2025
Views: 44
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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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21 Oct, 2025
Views: 25820
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Who shall I contact for any Document Manager Support queries?
For any queries please visit the SmartVault Support website or contact SmartVault Support and select I have a SmartVault account for Live Chat and Email Support. Alternatively, you can call SmartVault Support on 01223 735906 and details of their opening times can be found on their website. ...
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21 Oct, 2025
Views: 1789
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How do I create Charity accounts in TaxCalc?
From version 16.5.460 of TaxCalc we introduced the option to create SORP compliant accruals accounts for Charitable Companies (Limited by Guarantee), Charitable Incorporated Organisations and Charitable Unincorporated Associations registered in England and Wales. Please note that the first phase...
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02 Oct, 2025
Views: 915
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How does eSigning work with TaxCalc Document Manager?
When you need formal approval from your client, simply use TaxCalc eSign Centre to pack your documents into an eSign envelope and send for signature. Once the signing process is complete, upload your signed document to Document Manager in just a few simple steps. Please note: You will need an...
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02 Oct, 2025
Views: 1752
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eSign Envelope Protection Options
When creating or editing an eSign envelope, users can choose between two available protection options: Advanced Electronic Signature (OTP) Standard Electronic Signature Within eSign Centre > Create an envelope select the required protection: Advanced Electronic Signature (OTP) This...
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02 Oct, 2025
Views: 904
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Assigning the Hub Admin role to another user
During the initial installation of TaxCalc, a superior administrator role is created called Hub Admin and this is assigned to the username admin. The Hub Admin role has additional permissions and options compared to other security roles in the system. Only the user holding the Hub Admin role,...
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02 Oct, 2025
Views: 401
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How do I create a client portfolio?
Before you can establish a client portfolio for different users within Practice Manager, you need to make sure that the users have been set up correctly within Admin. Go to Admin > Users and check how many users appear. If there is only one user (the default will be hub admin), then read...
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02 Oct, 2025
Views: 2213
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Can I create a Mailing List to show me all clients that have had a payment on account?
Yes, you can. To do this: Launch Communications Centre and select Mailing Lists. Click Create mailing list. Enter a Name and Description. Select Advanced client selection (Data Mine) > Data Mine > Add Condition. Search for ‘Has payments on account’. Select the condition from the...
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02 Oct, 2025
Views: 625
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Can I attach a TaxCalc document such as a set of Accounts or Tax return to an Email I am sending to my client from within Communications Centre?
Yes. Although we strongly recommend that when sending TaxCalc documents to your clients you use Document Manager and eSign Centre where possible. However, should you wish to send a TaxCalc document as an attachment to an Email you will need to generate the document and save externally. Once...
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02 Oct, 2025
Views: 754
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Email Login Setup - Collateral
Email Login Setup allows you to use a unique email address to login and access TaxCalc, making your login credentials more secure. Starting from the Summer 2025 release, we’ll begin a gradual rollout of these changes. Over time, users will be invited to use Email Login Setup. We’ll provide...
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24 Sep, 2025
Views: 176
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Invite new users for Email Login Setup
Within Admin Centre > Users click New User from the left-hand menu The Invite User dialog is displayed: Enter the user’s unique Email that they will use when logging into TaxCalc. Select the appropriate User Role. Click Send Invitation. Once the email invitation has been sent,...
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24 Sep, 2025
Views: 186
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Getting Started with Email Login Setup
TaxCalc’s Email Login Setup allows you to use a unique email address to login and access TaxCalc, making your login credentials more secure. TaxCalc’s Getting Started with Email Login Setup Guide will show you how to: Login to TaxCalc with your unique email address as an Admin user. ...
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24 Sep, 2025
Views: 217
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Installing the new (QT6) version of TaxCalc release 16.5.460+
Installing the new (QT6) version of TaxCalc release 16.5.460+ NOTE: The new version of TaxCalc 16.5.460 can be used on one (or more) machines in your office without affecting any existing users. The new 64-bit QT6 version and the current 32-bit version of 16.5.460 are compatible with each other...
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23 Sep, 2025
Views: 213
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Linux Blank Forms/Returns Resolution
Amending the TaxCalc application shortcut to enable correct display and startup. This knowledge-based article will assist with tax returns appearing blank and also start-up issues while operating on the CloudConnect. Step 1 - Enabling the text file to launch: Download the attached file,...
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10 Sep, 2025
Views: 1794
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Can I get an official HMRC SA302 summary from TaxCalc?
Unfortunately TaxCalc doesn't produce any documentation bearing the official HMRC logo. This includes summaries such as the SA302. Mortgage lenders accept the SA302 summary produced by third party software AND the HMRC tax year overview. For further information on this please refer to the blog...
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02 Sep, 2025
Views: 33511
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Using the Transition Profit wizard from 2024/25: Worked example
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 the information enclosed in this HMRC webpage. If you previously reported either partnership...
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02 Sep, 2025
Views: 1008
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