|
How do I use the demo database?
The demo database allows you to practise using TaxCalc on a separate standalone database and trial its features without having to enter lots of data. To use the demo database, follow these steps: Start up the trial product in TaxCalc. Click on Notifications in the top right-hand corner. ...
|
|
23 Oct, 2019
Views: 2057
|
|
|
How to submit LLP accounts to Companies House
Once you are happy with the accounts, you can complete the LLP submission to Companies House. Click on Check and Finish. If there are no errors, click on File to Companies House Go through the ‘File online to Companies House Wizard’, choosing whether you want to submit either: ...
|
|
08 Jul, 2019
Views: 1958
|
|
|
How do I change an .xhtml file to .html?
TaxCalc produces files with the extension .xhtml. Before you send a file to HMRC, you may need to change the extension to .html. To do this, follow the instructions below. Windows 10/8 Browse to the accounts file in File explorer. Click on View at the top of the screen. Ensure that you have...
|
|
06 Nov, 2019
Views: 1885
|
|
|
ERROR: Manual adjustments on the tax reconciliation note do not agree to the current tax charge.
If you get the following Check & Finish error in Accounts Production, it means that the Tax on Profit note needs to be reconciled. Go to Notes > Edit Notes > Tax on Profit note. The top section of the note gets auto-populated based on the postings you have already made. The bottom...
|
|
07 Feb, 2020
Views: 1770
|
|
|
How are software enhancements and issues prioritised at TaxCalc?
Every piece of software in every sphere will always have a list of outstanding enhancement requests and issues. We are fortunate that the list for TaxCalc is brief by industry standards and we are able to cover most things on a fairly short cycle due to our above average release frequency....
|
|
07 Aug, 2019
Views: 1739
|
|
|
Why can't I edit the notes to the accounts?
If you can't edit notes to the accounts, the accounting period may be locked. Follow these steps to unlock it: Click on the Check and Finish menu. Select Unlock Accounting Period. NOTE: It's good practice to lock the accounting period once your client has approved the accounts.
|
|
07 Jul, 2015
Views: 1712
|
|
|
What financial statements can I generate in Accounts Production?
You can use Accounts Production to generate the following financial statements: Sole trader accounts: with a Profit & Loss account and balance sheet with an Income & Expenditure account Partnership accounts Limited Liability Partnership accounts Small Limited Company...
|
|
27 Dec, 2018
Views: 1555
|
|
|
How do I move an Accounts Production client from one TaxCalc database to another?
If you have the Accounts Production module with TaxCalc, all of the information is retained in the database and therefore there is no easy way to move the information for one client from one machine (database) to another. You can move a client into a different database (or new machine) but this is...
|
|
17 Oct, 2019
Views: 1363
|
|
|
How to Add/Remove Watermark on Accounts Production
A watermark can be added or removed from a report within the Accounts Production application. The functionality is similar to that of the Tax Return feature. To add a watermark; Open up a set of accounts Go to Reports Tick the option 'Would you like to add a watermark?' There are...
|
|
08 Jul, 2019
Views: 1305
|
|
|
Model Articles for Company Incorporations
Memorandum and Articles of Association When registering a company you need the following items: Memorandum of association. This is a legal statement signed by all initial shareholders agreeing to form the company. Articles of association. These are the written rules about running the...
|
|
11 Nov, 2020
Views: 1280
|
|
|
What are the benefits of pre-ordering TaxCalc (Individual and Business users)?
If you're an Individual or Business customer, you can pre-order TaxCalc approximately 30 days before the update is released in late March. The benefits of pre-ordering TaxCalc are as follows: No extra cost. Avoid the Sales team at their busiest time. First to be notified of the release. ...
|
|
21 Mar, 2019
Views: 1220
|
|
|
How do I rename account codes on a global basis?
TaxCalc has implemented the option to enable you to rename the nominal codes on a global basis. This is an easier way for you to rename nominal codes in the chart of accounts for all of your clients. The following instructions detail how to rename the nominal codes. Browse to Admin Centre. ...
|
|
27 Aug, 2019
Views: 1194
|
|
|
What are Advanced Rounding Rules?
Rounding will take place where the Trial Balance is rounded to pounds and the Debit and Credit rounded totals do not agree. As standard, any rounding difference will be allocated to the account code specified under Rounding Differences at the bottom of the Posting screen (default rounding...
|
|
13 Aug, 2020
Views: 1186
|
|
|
How do I upgrade my TaxCalc practice software?
To understand some of the terms used on this page please read What is the difference between renewing, upgrading and updating my TaxCalc practice software?. You can upgrade your TaxCalc Tax Return Production or Accounts Production package to a different one at any time. If you're within 30 days...
|
|
12 Feb, 2020
Views: 1185
|
|
|
How do I change the font size and type on financial statements?
To change the font size and type for reports, including financial statements, follow these steps: On the home screen click on Admin Centre. Select Report Styles from the left-hand menu. Click on the font style and font size you require. Close and reopen TaxCalc for the changes to take...
|
|
09 Aug, 2018
Views: 1086
|
|
Cookie Settings