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System Libraries for Linux
TaxCalc uses the QT framework which, in turn, requires the following system libraries to be present on your Linux operating system. If any are missing or not up to date, please see the instructions below on installing them yourself. libpcre2-16-0 – open source C library providing regular...
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10 Feb, 2026
Views: 23
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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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10 Feb, 2026
Views: 27743
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How do I change the password for a user?
Please see below the step by step instructions on how to change a password for TaxCalc users. Please note if you are using Email Login you will need to look at the following article: Resetting your Password for Email Login Setup Users Step 1: Log into TaxCalc as the admin user Open TaxCalc and...
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06 Feb, 2026
Views: 2503
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Claiming rent a room relief for one property and the property allowance for another property
HMRC have confirmed that an individual can claim the property allowance for one property and rent a room relief for another. If rent a room income is below £7,500*, this is very straightforward. In HMRC Forms mode, on page UKP1, tick box 4 (If you are claiming rent a room relief and your rents...
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04 Feb, 2026
Views: 6928
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SA900 Trust tax free amount from 6 April 2024
From 6 April 2024, HMRC abolished the default standard rate band (£1,000) for income tax on trusts and estates. Instead HMRC have introduced a £500 tax free amount on which UK trusts and estates do not pay income tax, providing total income does not exceed £500. If income exceeds £500, tax...
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03 Feb, 2026
Views: 53
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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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02 Feb, 2026
Views: 6276
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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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29 Jan, 2026
Views: 6521
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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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28 Jan, 2026
Views: 48374
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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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22 Jan, 2026
Views: 3983
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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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21 Jan, 2026
Views: 700
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How do I complete a return for a foster carer?
You need to take certain things into account when completing the return, for example, the qualifying amounts that you can deduct from total care receipts. Deductions from total care receipts (2024) include: £18,140 per household. a weekly amount for each cared for child or adult £375...
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20 Jan, 2026
Views: 45881
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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 16.8.310 - Released on 08 January 2026 Please note: ...
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08 Jan, 2026
Views: 206671
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TaxCalc Release Notes 2025
Below are the Release Notes for TaxCalc 2026 releases. Click to see the Release Notes for 2013-2019 > 2020-2024 > 2026 Please note we phase releases out so you may not see this available straight away. TaxCalc Product Update - version 16.8.200 - Released on 15 December 2025 Please note: ...
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08 Jan, 2026
Views: 498
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Biometric ID Checks - Frequently Asked Questions
This Knowledgebase Article provides general frequently asked questions regarding Biometric ID Checks. KB3437 - Guide to your client’s journey through the verification process KB3432 - What if the Client does not have a UK address? KB3433 - What if the Client does not have an ID document...
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07 Jan, 2026
Views: 591
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Once the Biometric Check has been completed, how do I obtain the Personal Code?
Once you have reviewed the check and are happy with the outcome, as the ACSP you will need to login to Companies House to confirm that you have verified the identity of the individual. Companies House will then send the Personal Code to the client, which can then be used on the Confirmation...
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07 Jan, 2026
Views: 168
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How capital gains tax is calculated on disposals made on or after 30 October 2024
For disposals of assets, other than residential property or carried interest, made on or after 30 October 2024, the rates on which Capital Gains Tax (CGT) is charged increased from 10% and 20% to 18% and 24% respectively. HMRC have specified that the automatically generated calculation of Capital...
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29 Dec, 2025
Views: 1811
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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...
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23 Dec, 2025
Views: 7878
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TaxCalc Release Notes 2020 - 2024
Below are the Release Notes for previous versions of TaxCalc. Click to see the Release Notes for 2013-2019 > 2025 Please note we phase releases out so you may not see this available straight away. TaxCalc Product Update - version 16.1.200 - Released on 5 December 2024 Please note: For...
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18 Dec, 2025
Views: 4202
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TaxCalc Release Notes 2013 - 2019
Below are the Release Notes for previous versions of TaxCalc. Click to see the Release Notes for 2020-2024 > 2025 TaxCalc Product Update Version 11.0.002 Released on 16th December 2019 Applying the Update Please note: This update requires an installer to be run. Please ensure that you...
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18 Dec, 2025
Views: 12851
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How can I access Engager from TaxCalc?
If you are a customer on our Cloud platform, TaxCalc now offers the ability to access Engager from within Practice Manager, when the link between TaxCalc and Engager has been enabled. How do I link TaxCalc to Engager? Log in to Engager.app with your usual Engager user ID and password ...
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15 Dec, 2025
Views: 340
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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. How do I populate an email with client information? Can I email my clients directly through Mail Merge? How...
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15 Dec, 2025
Views: 14282
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I can't find a client or associated data in the application - Practice users only!
If you are a non-practice user (you purchase a product listed for Individuals, Trusts or Businesses) please see our article for How do I find a missing file? (Individual, Partnership and Limited Company users) In terms of the TaxCalc application, measures are in place to prevent any data loss....
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08 Dec, 2025
Views: 2738
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Companies House identity verification rules - how and when to confirm identity verification for directors and PSCs
Companies House identity verification (IDV) rules came into force on 18 November. The new legislation requires all directors, people with significant control (PSCs) and members of a limited liability partnership (LLP) to verify their identification with Companies House. This involves providing...
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04 Dec, 2025
Views: 1717
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How to Reset the Two-Factor Authentication Details
You may need to reset the two-factor authentication if you have lost a device or think that your authentication code has been compromised. You can do this by: If you are able to Log into the TaxCalc application under a different user. If this is the Hub Admin user please see the next section. ...
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03 Dec, 2025
Views: 9155
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Updating eSign Company Name or Email Address
In order to update the Company name or email address, please complete the below instructions: Go to Admin Centre. Go to the Applications option in the left-hand menu. Select eSign Centre and select the Customise eSign Centre option from the left-hand menu. Alternatively, you can double click...
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02 Dec, 2025
Views: 2277
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