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Retired Operating Systems
From time to time, it becomes necessary for TaxCalc to cease supporting certain versions of computer operating systems. Usually, these are for reasons such as the developer of that operating system stops providing support or security updates. When our official support stops, we stop testing the...
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25 Jul, 2024
Views: 2816
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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....
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25 Jul, 2024
Views: 18169
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TaxCalc Release Notes 2024
Below are the Release Notes for TaxCalc 2024 releases. Click to see the Release Notes for 2013-2016 > 2017 > 2018 > 2019 > 2020 > 2021 > 2022 > 2023 TaxCalc Product Update - version 15.0.500 - Released on 25th July 2024 Please note: For Customers who have not already...
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25 Jul, 2024
Views: 166149
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When will Charity Accounts be available in TaxCalc Accounts Production?
TaxCalc Accounts Production does not currently include a format for charities. We are currently investigating and working on introducing charity formats and are therefore conducting research and would greatly value your input. Please take the time to answer the below questions by copying and...
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25 Jul, 2024
Views: 2164
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Self Assessment using WorkFlow
Using WorkFlow allows you to create Jobs and Tasks to complete your Tax Returns efficiently, making sure you meet any statutory deadlines. Please see our video on how to use jobs and tasks in WorkFlow to create a Self Assessment tax return.
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24 Jul, 2024
Views: 529
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Self Serve Support Tools
As a TaxCalc customer, we want to give you access to as many educational tools as we can to help you with any TaxCalc queries you may have. Here we have listed a few to help you. Support Links Knowledge Base Articles Search our extensive knowledge base for information on frequent...
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15 Jul, 2024
Views: 274
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Getting Started with WorkFlow
WorkFlow is the enhanced integrated practice management solution everyone’s been waiting for. With TaxCalc’s Practice Manager (the enriched and renamed version of our trusted and popular Client Hub) working together with WorkFlow, you can take even more control of how your practice works by...
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15 Jul, 2024
Views: 3368
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WorkFlow - Feature Overview and Getting Started
WorkFlow is our enhanced integrated practice management solution. With TaxCalc’s WorkFlow you can take even more control of how your practice works by creating, customising and co-ordinating all your Jobs and Tasks in just a few simple steps. Whether you’re a new or existing TaxCalc user,...
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15 Jul, 2024
Views: 1046
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How to obtain the computer name
In order to assist with troubleshooting the machine name with the problem will be required. Windows On a Windows based machine to find the computer name click on the Windows logo type System then select the Control Panel option. MAC Choose the Apple menu > System Preferences...
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08 Jul, 2024
Views: 296
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Dividend Database, useful information
The links to various articles below will assist in using the Dividend Database Dividend splits and reverse splits will change share holdings in a company. The ‘Useful Information’ articles below clarify how to address this in the dividend wizard. As well as containing other information for...
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27 Jun, 2024
Views: 1036
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Useful information relating to the Dividend Database (2022-23)
Below is some useful information surrounding the data held within the Dividend Database for the 2022-23 tax year. If you are looking for information relating to the 2021-22 tax year, please review our article for Useful information relating to the Dividend Database (2021-22). For information...
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27 Jun, 2024
Views: 71
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Useful information relating to the Dividend Database (2023-24)
Below is some useful information surrounding the data held within the Dividend Database for the 2023-24 tax year. For information relating to other years, please see Dividend Database, useful information Alpha FX group Renamed to Alpha Group International for 2023 National Express Renamed to...
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27 Jun, 2024
Views: 67
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WorkFlow Licences
To get started with WorkFlow, one user licence is included with your initial purchase, plus a Hub Administrator licence. Your Administrator is automatically assigned the Hub Administrator licence, however, you will need to assign a WorkFlow licence to all other users that require access. The...
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27 Jun, 2024
Views: 572
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Audio-Visual Expenditure Credit (AVEC) and Video Games Expenditure Credit (VGEC)
The new Audio-Visual Expenditure Credit (AVEC) will replace the current film, high-end TV, animation and children’s TV tax reliefs. Under AVEC companies will instead receive an above the line tax credit based on qualifying expenditure. These will be taxable. The new Video Games Expenditure...
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27 Jun, 2024
Views: 185
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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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27 Jun, 2024
Views: 65
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How to use the ‘Period date filter’ in the Client Report
The Report Customisation page of the Client Report contains categories for Annual Accounts and Corporation Tax columns. When either category is expanded, the user has the option to choose columns from the Latest period or All periods sub-categories. When columns are selected from the All periods...
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27 Jun, 2024
Views: 16
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Data Mining for clients using Accounting and/or Corporation Tax values
The Data Mine Wizard contains categories for Annual Accounts and Corporation Tax conditions. When either category is expanded, the user has the option to choose conditions from the Latest period or All periods sub-categories: Latest period: When conditions are selected from this category, on...
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27 Jun, 2024
Views: 20
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Basis Period Transition for Partners
From tax year 2024-25 onwards, individuals that are partners in partnerships will be taxed on their share of profits from the partnership 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 year basis of taxation,...
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27 Jun, 2024
Views: 569
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Where do I enter Filing Credentials for Tax Return Production?
To enter your HMRC Self Assessment and Corporation Tax Filing Credentials, please follow the below instructions: For your Firm's details: Launch Admin Centre > Applications Click on Tax Return Production > Customise TaxCalc Click on Filing Credentials on the left Enter in your HMRC...
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27 Jun, 2024
Views: 9375
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Bulk Creating Work for Tax Returns and Annual Accounts
Using the Bulk Service Wizard means you can allocate and update existing services with specific fees and job templates. You can also activate jobs and create work for your clients in bulk for Self Assessment Tax Returns, Corporation Tax Returns and Annual Accounts. Bulk Creating Work: ...
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27 Jun, 2024
Views: 257
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Where do I enter Filing Credentials for Accounts Production?
To enter and store your credentials for Accounts Production please follow the instructions below: For your Firm's details: Launch Admin Centre > Applications Click on Accounts Production > Customise Accounts Click on Online filing (Companies House) on the left Enter your Presenter ID...
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27 Jun, 2024
Views: 247
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How to create a Job Template
For Jobs that are regular in nature and workflow despite being for different clients, such as producing accounts, you can create and apply a Job Template which can be used to auto-populate certain selections for the Job and related Tasks. We have provided some default templates for Annual...
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27 Jun, 2024
Views: 2200
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How does the licensing work on my TaxCalc Practice products?
Below is an overview of how the licensing operates when you begin to use the TaxCalc application for your purchased products. For a full list please see our EULA and the Term of Licence section: Product Licence Consumption Tax Return Production Tax Return production is an...
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27 Jun, 2024
Views: 1244
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Where do I enter Filing Credentials for Company Secretarial?
To enter and store your Companies House filing credentials to submit Company forms or an Incorporation document, please see the below instructions: If you have purchased Company Incorporator, please click here If you have purchased Companies House Forms, please click here Company Incorporator...
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27 Jun, 2024
Views: 224
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Where do I enter Filing Credentials for VAT Filer?
To enter and store your VAT Filing Credentials in TaxCalc, follow these steps: For your Firm's details: Go to Admin from the home screen Select Applications from the left-hand menu Select VAT Filer from the list of your products Select Customise VAT filing from the left-hand menu Click on...
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27 Jun, 2024
Views: 2038
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