https://kb.taxcalc.com/ 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: HMRC error '403 Client or Agent Not Authorised' when trying to link the business This is usually because the client is not registered... Tue, 21 Jul 2026 13:49:05 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3417 MTD Quarterly Filer provides the functionality to complete in-year submissions (Quarterly Updates) and integrates with TaxCalc modules, as well as other bookkeeping and spreadsheet solutions. Before you begin Before you can submit quarterly... Mon, 20 Jul 2026 16:06:08 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=2881 The 403 error message can appear in two ways: 403 error (Client or Agent not authorised) or 403 (Forbidden) TAX_PERIOD_NOT_ENDED If you are receiving the 403 error (Client or Agent not authorised), there are multiple reasons this error can... Mon, 20 Jul 2026 14:56:21 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=2810 For security and functionality reasons, TaxCalc have upgraded some of the components used in the program. In a small number of cases the graphics drivers used on some machines can cause unexpected issues, and one of the following errors may occur... Tue, 14 Jul 2026 15:46:07 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3083 TaxCalc eSign Centre dramatically reduces the time spent obtaining client approval for tax returns, VAT returns, sets of accounts and any other documents. Simply send over an electronic copy of the documents for the client to check, then once... Mon, 13 Jul 2026 10:26:06 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=2866 HMRC wants to transform the tax administration to be more effective, more efficient, and make it easier for taxpayers to get their tax right. Making Tax Digital (MTD) for VAT became mandatory for businesses on 1st April 2019. This means that... Mon, 13 Jul 2026 10:20:44 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3146 The CloudConnect version of TaxCalc uses a locally installed version of the program which then connects to the database held in the cloud. This article explains how to troubleshoot issues connecting to the Cloud database. If you are newly... Fri, 10 Jul 2026 15:02:02 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3418 We have collated all the information you'll need to start submitting quarterly updates to HMRC using MTD Quarterly Filing, as well as information on starting the MTD for income tax process with HMRC. Setting up and using MTD Quarterly Filer ... Thu, 09 Jul 2026 09:32:45 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3461 Within MTD Quarterly Filer > Business Information, the accounting type displays as 'Cash'. This is because HMRC default all businesses to cash upon signing up for MTD. This does not prevent quarterly filings to be submitted on an accruals... Thu, 09 Jul 2026 09:30:13 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3271 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. Automated Message Settings Practice Manager These articles... Tue, 07 Jul 2026 14:45:55 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3201 Automated Message Settings allows you to automate the process of requesting records and sending optional reminder emails for clients which automatically generates a message. These messages can either be sent individually or in bulk. You can... Tue, 07 Jul 2026 14:45:35 +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... Tue, 07 Jul 2026 13:12:04 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=863 If, after making a successful submission, you need to make changes and file an amended return. Please see the video tutorial for a walk through of the process. Alternatively, please follow these written steps: Make your corrections. Click... Fri, 03 Jul 2026 15:14:20 +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... Thu, 02 Jul 2026 19:12:05 +0100 https://kb.taxcalc.com/index.php?View=entry&EntryID=3033 New report columns are available for AML report customisations to highlight when identification evidence is due to expire. Once your clients have provided their identity evidence, it is important to ensure your records are kept up-to-date.... Wed, 01 Jul 2026 15:13:57 +0100