https://kb.taxcalc.com/ https://kb.taxcalc.com/index.php?View=entry&EntryID=2547 When you file a self assessment return, you have the option of claiming the refund on your tax return or through an HMRC online account. Online accounts include: Self-assessment account Personal tax account Business tax account Agent... Tue, 20 Oct 2026 14:48:47 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3447 Phased releases of MTD Tax Returns We're rolling out our MTD Tax Return Production software in phases. This article explains what's included in this first phase, and what you need to know before you get started. Phase 1 – August 2026 This... Thu, 24 Sep 2026 19:00:15 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3425 From initial testing we have established the following issues when setting up/submitting quarterly updates: NOTE: Please note there are HMRC link: no penalties for missing a quarterly update deadline for the 2026 to 2027 tax year. Contents: ... Thu, 24 Sep 2026 16:54:49 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=2066 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... Fri, 18 Sep 2026 14:36:22 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=2015 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... Thu, 17 Sep 2026 11:34:07 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3276 Bulk Update Clients allows you to update certain information in bulk for your clients within Practice Manager. Bulk Updating Clients: Within Practice Manager, select the clients from the Client list. (You can use CTRL to select more than one... Thu, 10 Sep 2026 11:40:45 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=2231 If your accounts cover a period of more than 12 months, you'll need to complete the CT600 for two periods, as follows: Prepare the accounts for the full period and generate an XBRL version or PDF-with explanation (if required). Apportion the... Tue, 08 Sep 2026 19:49:34 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3087 What is Top Slicing Relief? Top Slicing Relief (TSR) hypothetically spreads a chargeable event gain (CEG), such as a gain on a life policy, over the years of the policy, such that the tax is payable as if the CEG had been received in equal amounts... Tue, 08 Sep 2026 15:36:16 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3464 Completing your Self-Employment pages A guide to the Income, Expenses, Capital allowances, Losses and National Insurance screens This article explains what to enter on each of the Self-Employment pages when completing your Self Assessment tax... Thu, 27 Aug 2026 12:25:19 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3463 The MTD tax return, as opposed to the SA100, is required to be completed for individuals who have registered for MTD for income tax for the tax year. It can only be prepared digitally and is due by 31 January following the end of the tax year... Thu, 27 Aug 2026 12:18:33 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=1299 Unfortunately, you cannot complete more than one trade computation within the CT600. To report the profit/loss amounts separately, you will need to complete the one computation but can separate out the profit and loss amounts by following the... Thu, 27 Aug 2026 12:10:01 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3020 Workiro Workiro's Support team can be contacted via support@workiro.com or on 0845 166 1165 (option 2). For more information around taking on Workiro you can visit https://www.taxcalc.com/integrations-and-partnerships/workiro-virtual-cabinet and... Wed, 19 Aug 2026 11:56:26 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3202 To assist you with complying with digital links for MTD reporting, we have produced spreadsheet templates for recording transactions and summarising totals. The totals can then be imported by VAT Filer (for quarterly MTD VAT return submissions) and... Wed, 19 Aug 2026 11:30:13 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=1316 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... Tue, 18 Aug 2026 12:21:43 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3402 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 this HMRC webpage for further information. ... Mon, 17 Aug 2026 17:06:40 +0100