Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Practice Management
VAT Filer
CloudConnect
Anti-Money Laundering
Support home
Hot Topics
SimpleStep Guides
Release Notes
Technical
Known Issues

HMRC Status
Useful Links
MTD for Agents MTD for Businesses What is MTD
Preparation
Agent Services Account
MTD for VAT
MTD for Income Tax
MTD for VAT
Digital Record Keeping
Quarterly Updates
Step-by-step Guide
HMRC's MTD Timeline
TaxCalc's MTD Journey
Recent Articles
Importing Data to VAT Filer from Microsoft Excel
As of the tax year release (8.0.022) TaxCalc made changes that affect the import of Excel and CSV files into the VAT Filer module VAT Filer continues to support importing Excel files with an extension of .xlsx and now supports xlsm, but files with an extension of .xls can no longer be imported...
rating 20 Jan, 2020 Views: 980
Error message: Tax relief is not available for pension contributions in excess of £3,600 or net relevant UK earnings
When completing a return in TaxCalc, you may receive the below error message: Whilst this will not stop you from making an online submission (i.e. you can ignore this message and the return will file online successfully), we do recommend addressing the error to avoid HMRC doing a post...
rating 18 Jan, 2020 Views: 3801
How do I import a client from a tax return file?
TaxCalc can import data from previous tax year (such as TaxCalc 2012) from the tax return files so that you don't need to enter the same information for 2013 onwards. When you import a client using a tax return file, you're doing two things: Transferring a copy of the tax return into the...
rating 17 Jan, 2020 Views: 2389
How do I contact TaxCalc from outside the UK?
There are two ways to contact TaxCalc from outside the UK: Over the phone Sales +44 1189 364 807 Support +44 1189 364 805 Email us and we will endeavour to assist via email or remote support tools. sales@taxcalc.com support@taxcalc.com Our opening hours are from 9:00am to...
rating 17 Jan, 2020 Views: 3492
How to use the AML service through the TaxCalc program
The current release of TaxCalc allows AML Identity checks to be run through the TaxCalc application. For existing individuals within TaxCalc, an AML search can be run by following these steps. Open Practice Manager within TaxCalc. Double click on the client to open the client record. Select...
rating 15 Jan, 2020 Views: 1061
How to use the AML service through our website.
You can access the Anti Money Laundering service from your account by following these steps. Log into our website with your email address and password. Select My Account > My Products and Services. Select Anti-Money Laundering Service from the left hand menu. Click on Start new search...
rating 15 Jan, 2020 Views: 630
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. ...
rating 14 Jan, 2020 Views: 6627
Claiming relief on P2P loans
To claim relief on peer-to-peer (P2P) loans for the current tax year (2018/19), you will need to make a manual reduction before entering figures onto the return. Please see the guidance published by HMRC (Income tax relief for irrecoverable peer to peer loans guidance) for more information....
rating 13 Jan, 2020 Views: 562
How to send a manual Health check
In order to diagnose certain issues it may be necessary to send TaxCalc a Health Check. Normally this is done from inside the program. If, however, you cannot open the program, you can send a Health Check manually: Click Start > All Programs > TaxCalc Hub > Support Tools > Health...
rating 13 Jan, 2020 Views: 5391
TaxCalc Release Notes 2020
TaxCalc Product Update – Version 11.1.005 – Released on 08 January 2020 Applying the Update Please note: For Customers who have not already updated to Version 11 this update requires an installer to be run. Please ensure that you have local admin rights before attempting the update. The...
rating 08 Jan, 2020 Views: 89648
TaxCalc Release Notes 2019
Below are the Release Notes for previous versions of TaxCalc. Click to see the Release Notes for newer versions of TaxCalc. TaxCalc release notes TaxCalc Product Update Version 11.0.002 Released on 16th December 2019 Applying the Update Please note: This update requires an installer to...
rating 08 Jan, 2020 Views: 83
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 04 Jan, 2020 Views: 6625
How do I carry back a loss to a previous financial year on a CT600?
HMRC claim that so long as box 45 (Claim or relief affecting an earlier period) is ticked on the current year return, you should not need to re-file the amendment for the earlier year. This being said, customers have previously reported that although this box is ticked, the repayment has not been...
rating 02 Jan, 2020 Views: 21319
How do I move my tax return between two computers to file online? (Individual Users)
To move your tax return between two computers, it is recommended follow these steps: Complete your tax return and save it to a known location using File > Save. To find a tax return that you've already saved, go to My Returns, click on your name and make a note of the file location. Exit...
rating 27 Dec, 2019 Views: 1809
I get "Upgrade Required - You are trying to connect to..." after restoring my database
The following message may appear after restoring a TaxCalc database: This will normally only happen if you have restored a database that was created in an earlier version of the software than the one you are currently using. If you want to keep the database you have restored, simply...
rating 27 Dec, 2019 Views: 1904
Problems encountered when backing up or restoring TaxCalc
There are currently no known issues with the backup or restore routines in TaxCalc. However if there are problems that occur then it is recommended to check the following attributes: When restoring a backup, make sure that the file format is correct for the database type you are running. For...
rating 27 Dec, 2019 Views: 319
How to make a backup of the Network version of TaxCalc if the program is not working
On occasion, when TaxCalc is not working as expected, users may need to make a backup of TaxCalc from outside of the program. It is still possible to make a backup of the database through a utility (known as PGAdminIII or PGAdmin) provided within the database engine itself. This will only work if...
rating 27 Dec, 2019 Views: 168
How to force TaxCalc to re-licence.
In certain scenarios it may be necessary for TaxCalc to be licenced under different accounts. This could occur if a user consults for multiple firms but also requires a personal licence to complete their own Self Assessment. This article provides two methods of removing the licence key after...
rating 27 Dec, 2019 Views: 114
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. In this case the registry setting that control the High DPI...
rating 27 Dec, 2019 Views: 445
TaxCalc display is too large after update.
In the late 2017/early 2018 update, TaxCalc utilised a new component which more closely adheres to the Microsoft usability guidelines for display purposes. However, we have found that due to the wide variety of hardware and software in use (and tweaked user settings) this may not always display as...
rating 27 Dec, 2019 Views: 548
Setting up a new machine or user on CloudConnect for the first time
The following steps should allow users to add a new user/machine to CloudConnect. There are three main steps. Set up a new user in the CloudConnect database Add TaxCalc to the computer Log in as the user for the first time Please Note: The following information will be required in...
rating 27 Dec, 2019 Views: 682
Error message 'Authorisation details not found' appears on workstations when using network version of TaxCalc
Some users have reported that after updating their login details on the TaxCalc website, additional machines (workstations) may get the error message Authorisation details not found. This is because when the system was set up the workstations couldn't 'see' the server properly and a file called...
rating 27 Dec, 2019 Views: 335
How to change the Advanced Display Settings within TaxCalc if the software does not display as expected
TaxCalc has updated some of the components it uses behind the scenes. On some machines with particular graphics cards/drivers, or on Terminal Server configurations, the program may not behave as expected. On others the default scaling on High DPI screens may not display according to the user's...
rating 27 Dec, 2019 Views: 3322
"Error: Connection closed" When submitting a Tax return to HMRC
The following message may be seen when trying to file a return to HMRC. This has been seen when Kaspersky Endpoint Security for Windows (V.10) was installed. Kaspersky was causing a problem with the "web control" filtering module If you disable the "Web Control" filtering module it should...
rating 27 Dec, 2019 Views: 224
Issues installing TaxCalc on Catalina OS
Currently TaxCalc is not supported on the Catalina operating system (which was released in October 2019) as per our System Requirements for TaxCalc. If your Mac has been updated to Catalina, you can try to use TaxCalc but it is worth noting that this has not been tested and may have some unusual...
rating 27 Dec, 2019 Views: 534