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Recent Articles
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 (other than admin). Step 1: Log into TaxCalc as the admin user Open TaxCalc and log in with your admin username and password Step 2: Open Admin Launch Admin from the home screen. Step 3:...
rating 07 Jul, 2020 Views: 460
Moving TaxCalc to a new computer (Individual, Partnership and Limited Company users)
On the Old PC Before starting you should know the location of the data files. Start the TaxCalc program and select a file within an appropriate year. The file location will be shown in the ‘File Info’ at the bottom of the screen. ​ In the example shown above, the...
rating 07 Jul, 2020 Views: 21504
HMRC Fetch API - Taxpayer data not found. Error: 404
Please note this article is specifically referring to the SA100 fetch facility. If you are receiving the error 404 for VAT submissions, please see the link for Common MTD VAT errors This error is returned when the information for a specific taxpayer and for a specific year is not available. This...
rating 06 Jul, 2020 Views: 4738
Tax Rates and Allowances
Please select from below: Income Tax National Insurance Contributions Working and Child Tax Credits Child Benefit and Guardian's Allowance Tax Free Savings Account Fuel Benefit Charge Van Benefit Charge VAT Capital Allowances Corporation Tax Authorised Mileage Rates Pension Contributions...
rating 25 Jun, 2020 Views: 17303
Statutory Residence Test changes relating to COVID-19
The Statutory Residency Test (SRT) is the legislation by which an individual’s UK tax resident status is established. There are a number of automatic tests applied, from which you are deemed to be either non-resident or UK resident or if none of the conditions have been met, a day test will apply...
rating 23 Jun, 2020 Views: 28
Why do my figures submitted differ to what HMRC calculated (Class 2)?
It has come to light that there have been instances where the Class 2 NICs amount has been unexpectedly repaid. This is because the HMRC records do not show any liability payable and although TaxCalc has included the Class 2 payments, the system will always use the figure held by HMRC, rather than...
rating 23 Jun, 2020 Views: 1474
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...
rating 18 Jun, 2020 Views: 8569
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. ...
rating 16 Jun, 2020 Views: 9751
Deferring payments on account due 31 July 2020 due to COVID-19
Deferring payments on account during 2020 Individuals registered for self assessment, who will have difficulties paying the second payment on account due by 31 July 2020 due to the coronavirus, have the option to defer payment. HMRC have stated that they will not charge interest or penalties...
rating 15 Jun, 2020 Views: 10
How to Report and Pay Tax on Capital Gains from UK Property
When is Capital Gains Tax (CGT) due on UK property? For UK property disposals which are not your main home, capital gains tax (CGT) will be due on gains which exceed the annual exempt amount (AEA). When does a gain on UK property have to be reported? From 6 April 2020, if you’re a UK resident,...
rating 15 Jun, 2020 Views: 32
Help files not visible on a Mac
A couple of customers have reported that help fields are not available or missing on the Mac version of TaxCalc. It appears this may happen if the program is downloaded and run before being copied to the Applications folder. This causes an issue with the help file cache. The following...
rating 11 Jun, 2020 Views: 458
Do I need to attach accounts to my CT600?
In most cases you do need to attach accounts to your CT600. For exceptions, see below. You can attach accounts in two formats: iXBRL – for most companies PDF – usually for charities only. Attaching iXBRL accounts iXBRL accounts need to be in .html or .xhtml. Support can supply you...
rating 10 Jun, 2020 Views: 3942
How do I carry back self employment losses?
To carry back a self-employment loss for the current year to a previous year, you need to make a manual adjustment to your tax return for the year in which the loss occurred. You don't need to resubmit your return for the previous year. To calculate the manual tax adjustment figure, follow these...
rating 10 Jun, 2020 Views: 3452
TaxCalc Release Notes 2020
Below are the Release Notes for TaxCalc 2020 releases. Click to see the Release Notes for 2013-2016 > 2017 > 2018 > 2019 TaxCalc Product Update – Version 11.6.001 – Released on 04 June 2020 Applying the Update Please note: For Customers who have not already updated to Version...
rating 09 Jun, 2020 Views: 99663
TaxCalc Release Notes 2019
Below are the Release Notes for previous versions of TaxCalc. Click to see the Release Notes for 2013-2016 > 2017 > 2018 > 2020 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....
rating 09 Jun, 2020 Views: 427
TaxCalc Release Notes 2017
Below are the Release Notes for previous versions of TaxCalc. Click to see the Release Notes for 2013-2016 > 2018 > 2019 > 2020 CT Loss Reform - Version 6.1.031 - Released on 13th December 2017 Removal of support for older operating systems TaxCalc will no longer be supported on the...
rating 08 Jun, 2020 Views: 51
TaxCalc Release Notes 2018
Below are the Release Notes for previous versions of TaxCalc. Click to see the Release Notes for 2013-2016 > 2017 > 2019 > 2020 TaxCalc Product Update Version 7.0.012 Released on 17 December 2018 Applying the Update Please note: if you are updating a TaxCalc release prior to v7.0.008...
rating 08 Jun, 2020 Views: 70
What tax years can I file online?
Self Assessment Your Self Assessment Tax Return (SA100, SA800, SA900) normally has to be (completed and submitted to HM Revenue and Customs) by 31 October following the tax year end (5 April) if you file on paper, or by 31 January following the tax year end if you file online. So the 2020 tax...
rating 08 Jun, 2020 Views: 3424
TaxCalc Release Notes 2013 - 2016
Below are the Release Notes for previous versions of TaxCalc. Click to see the Release Notes for 2017 > 2018 > 2019 > 2020 Version 5.2.061 - Released on 9th August 2016 Accounts Production Corrected an issue whereby the Trading P&L was being incorrectly included in some...
rating 08 Jun, 2020 Views: 7490
Where can I find information on preparation of accounts under COVID-19?
In this uncertain climate companies are having to consider how the impact of COVID-19 affects their business and how these affects should be reported in the accounts. This will require some additional disclosures to explain how recent events are affecting their business. To include the relevant...
rating 04 Jun, 2020 Views: 13
How can TaxCalc help me prepare accounts under COVID-19?
In this uncertain climate companies are having to consider how the impact of COVID-19 affects their business and how these affects should be reported in the accounts. This will require some additional disclosures to explain how recent events are affecting their business. To assist you with the...
rating 04 Jun, 2020 Views: 12
Data Mining and Reporting Criteria – Life Policy Gains & Adjusted Total Income
We have introduced new data mining and reporting criteria for life policy gains and ‘Adjusted Total Income’. This could be of particular interest to our users who have clients who may have surrendered gains on life policies which have resulted in their income exceeding £100,000 (Silver v HMRC...
rating 04 Jun, 2020 Views: 6
How do I pay tax due using my PAYE tax code
When can you pay tax owed through your PAYE code? You can pay your Self Assessment tax bill through your PAYE tax code when all of the following apply: you owe less than £3,000 on your tax bill you already pay tax through PAYE, for example, you’re an employee or you get a company pension ...
rating 04 Jun, 2020 Views: 9
How to create a Job Template
You can now create one single Job Template with multiple Tasks to automate services offered by your practice, such as Tax Returns, to use time and time again. You can create and customise the list of Job Templates available or use any of the default predefined system Templates. Follow these...
rating 01 Jun, 2020 Views: 288
HMRC API - Available Tax Years
The HMRC API can be used with the following years. Note if a submission has already been made, this will not return any data 2018/19 2017/18 2016/17 2015/16 The following years are available but may NOT return relevant data as HMRC are currently conducting automatic reconciliation (this...
rating 26 May, 2020 Views: 2330