TaxCalc 2009 Frequently Asked Questions
Most Recent FAQ's
- Class 4 Changes for 2008/09 – The £600 difference
- Why don’t I have to make payments on account?
- Jobseekers allowance, where is it entered on the return?
- How do I claim the 10% deduction on foreign pension income?
- Send your return to TaxCalc
Class 4 Changes for 2008/09 – The £600 difference
show/hideFor 2008/09 HMRC increased the personal allowance from £5,225 to £5,435 but part way through the year they introduced a new £600 credit increasing the personal allowance to £6,035.
However, for class 4 purposes the £600 credit is not taken into account as the Revenue state that 'National Insurance rates and thresholds remain the same'. This is the reason why there is a £600 discrepancy between the figures on which Class 4 is calculated and the amount subject to income tax.
You may find the following page of some use - http://www.hmrc.gov.uk/employers/epa-understanding.htm
Why don’t I have to make payments on account?
show/hideHMRC have now increased the threshold (from £500 to £1000) for when you need to start making payments on account.
Their own validations which we follow, state that 'if the total tax due is less than £1000, you do not need to make payments on account for 2009-10'.
Also, no payments on account are required if more than 80% of the assessed tax is met by income tax deducted at source.
Jobseekers Allowance, where is it entered on the return?
show/hideSimpleStep:
- From the left hand ‘Navigation Menu’ click on ‘Pension income and benefits’
- Tick the box ‘Taxable state pensions or benefits’
- Click ‘Next Step’ to go to the ‘State retirement pension and other taxable state benefits’ screen
- Jobseekers Allowance is entered into ‘Total of any other taxable state benefits’
- You can use the wizard if you have other State benefits
HMRC Forms:
- From the left hand ‘Navigation Menu’ click on ‘SA100 Core Return
- Go to Page 3
- Jobseekers Allowance is entered into Box 14; you can use the wizard if you have other State benefits
How do I claim the 10% deduction on foreign pension income?
show/hideYou should enter the full amount of your foreign pension income on the foreign pension screen. If you are entitled to claim the 10% deduction, then this will be calculated automatically for you and a note inserted to explain to HMRC that the 10% deduction has been applied, this is in line with HMRC’s instructions for online filing.
SimpleStep:
- From the left hand ‘Navigation Menu’ click on ‘Other Income’
- Tick the box ‘Did you have any Foreign income?’
- Click ‘Next Step’ until you reach the ‘Foreign income’ screen
- Tick the box ‘Foreign pension’
- Click ‘Next Step’ until you reach the ‘Foreign pension’ screen
- Enter your pension details
Send your return to TaxCalc
show/hideFor our support team to answer some queries, it may be necessary to send your return to us. TaxCalc now has a secure and easy way to send your return to our support team. With your return open, click 'Help>Send Return to TaxCalc'. Please complete all the details on screen, especially the 'Problem Description', then click the 'Send' button. We will endeavour to reply or call you back as soon as possible.
Tax Related
show/hideSA100 Individual return
- What is the filing date for my self-assessment tax return?
- I am not receiving the full age-related allowance
- Where do I enter payments on account?
- When do I make payments on account?
- Why don’t I have to make payments on account?
- How do I pay HMRC?
- Where do I enter my tax code?
- As a non resident, how do I claim Personal Allowances where available?
- I can't see the tax relief for my Gift Aid payments?
- Jobseekers Allowance, where is it entered on the return?
- The Bank and Building Society wizard is not showing the same interest as my statement
- Where do I report nursery or child care vouchers?
- Text in ‘Any other information’ box is disappearing
- Why is the loss figure shown without brackets?
- What is a 'Golden Handshake' ?
Employment
- Where do I enter employment income taxed in a foreign country?
- Where do I report Foreign Earnings not taxable in the UK?
- Mileage Wizard box 12 figures not being displayed
- Jobseekers Allowance, where is it entered on the return?
Self Employment, Partnership and Class 4 NIC's
- Which self-employment form should I complete?
- How do I report self-employment expenses?
- How do I offset losses against profits (and also reduce Class 4 NICs)?
- Class 4 Changes for 2008/09 – The £600 difference
- I am employed as well, how do I limit the rate of Class 4 NICs charged to 1%?
- When do I make payments on account?
- Why don’t I have to make payments on account?
Foreign
- How do I claim the 10% deduction on foreign pension income?
- Where do I enter employment income taxed in a foreign country?
- Where do I report Foreign Earnings not taxable in the UK?
Capital Gains
- Where do I find the Capital Gains Tax (CGT) summaries?
- I do not have an acquisition date, is it required?
- How do I enter multiple share trading transactions I have from a broker?
Residence
- As a non resident, how do I claim Personal Allowances where available?
- Where do I enter employment income taxed in a foreign country?
- Where do I report Foreign Earnings not taxable in the UK?
Pensions
- I can't see the tax relief for my Pension contributions
- How do I claim the 10% deduction on foreign pension income?
R40
- How do I report capital gains disposals on an R40 Claim for repayment?
- Interest from authorised unit trust (AUT) or an open-ended investment company (OEIC)?
SA200 Short returns
SA800 Partnership return
- I don't have individual UTR's but need to file an SA800 partnership return
- Filing an SA800 partnership return with 'No trade'
- I have a Profit AND Loss in my SA800: How do I allocate it between partners?
SA900 Trust return
- I can't find box 5.6B (Amount Chargeable on the Settlor) on the Capital Gains pages
- I can only use box 13.19 if I tick Q13 but this seems to be incorrect. What do I do?
- Filing online error message - Invalid content found at element 'TaxPoolBroughtForward'
- Filing online error message - Invalid content found at element 'DateOfDisposal'
CT600
- How do I carry back a loss to a previous financial year?
- Where do I enter dividends paid to shareholders?
- Cannot file an amended return after allowable due date
- Box 141 does not appear on the CT600 Short form
- How do I recover CIS tax deducted?
- How do I record my claim for online filing incentive?
- Treatment of Franked Investment Income in a CT600
- Business Premises Renovation Allowance (BPRA) is allowable at 100% not 4%
- Working with ‘Old’ CT600 returns, (Viewing, modifying or importing)
What is the filing date for my self-assessment tax return?
The deadline for paper returns is 31st October 2009. A paper return filed after that date will be late, and will be subject to the late filing penalty rules.
There are only 2 exceptions to that deadline:
- Certain people are “excepted” from the 31st October 2009 deadline. If you are one of these people, you will have been notified of this by HMRC and your deadline will be 31st January 2009.
- HMRC’s online systems cannot accept certain items or combinations of information. Where possible the TaxCalc program will advise you of this, but if you are in any doubt, TaxCalc support will be able to help.
Where you are prevented from online filing by one of these restrictions, you will be able to paper file and your deadline will be 31st January 2010.
The deadline for returns remains at 31st January 20010.
If you owe tax of less than £2,000 and want it to be collected through the following year's tax code, then it must be filed online by 30th December 2009.
I am not receiving the full age-related allowance
If you are over 65 (i.e. you were born before the 6th of April 1944), then you may qualify for an additional ‘Age-related allowance’, on top of your ‘Personal allowance’ of £6,035.
The allowance has two rates depending on your Date of Birth.
| Date of Birth | Maximum age-related allowance for 2008-09 |
|---|---|
| After 5th April 1944 | £0 |
| Between 6th April 1934 and 5th April 1944 | £2,995 |
| Before 6th April 1934 | £3,145 |
However, this allowance will be reduced if your ‘total income’ exceeds the income limit of £21,800 (2008-09). The reduction in the allowance is £1 for every £2 over this income limit.
Your 'total income' is broadly, your gross income minus some outgoings which qualify for tax relief (payments to charity are probably the most common example).
Where do I enter payments on account?
You can access the 'Payments on Account' section in both SimpleStep and HMRC Forms mode.
SimpleStep:
- From the left hand ‘Navigation Menu’ click on ‘Working out your tax’
- Click ‘Next Step’ and tick the box ‘Did you receive a statement of account…’
- Click ‘Next Step’ again and you will be taken to the ‘Payments on account’ screen
- Here you can make your entries.
HMRC Forms:
- From the left hand ‘Navigation Menu’ click on ‘Tax Details’
- The Payments on account section is at the bottom of the screen.
When do I make payments on account?
You'll usually have to make 'payments on account' of the current year's tax. You'll have to make two payments, one by 31 January in the current year and the other by the following 31 July. Each payment is half of the tax due for the previous year.
For example, for the tax year 2009-10 (6 April 2009 to 5 April 2010) the first payment on account will be due on 31 January 2010. The second payment on account will be due on 31 July 2010.
You'll have to make payments on account if your previous year's tax was over £500 for 2007-08 and earlier tax years or £1,000 for 2008-09 onwards - unless more than 80 per cent of the previous year's liability was covered by tax taken off at source.
For example, if your liability is under £1,000 in 2008-09 you will not have to make payments on account on 31 January and 31 July 2010 towards your 2009-10 liability, but will instead make a single payment on 31 January 2011.
Why don’t I have to make payments on account?
HMRC have now increased the threshold (from £500 to £1000) for when you need to start making payments on account.
Their own validations which we follow, state that 'if the total tax due is less than £1000, you do not need to make payments on account for 2009-10'.
Also, no payments on account are required if more than 80% of the assessed tax is met by income tax deducted at source.
How do I pay HMRC?
You can pay HMRC by several methods, please see this page for details.
http://www.hmrc.gov.uk/payinghmrc/selfassessment.htm
Please be aware that HMRC changed bank accounts on the 6th of April 2009, details of the new accounts are on the page above.
Where do I enter my tax code?
Your PAYE tax code is used by your employer/pension provider to work out how much tax to take off your pay each month. It is provided to them by HMRC in an attempt to collect the correct amount of tax from your pay throughout the tax year.
Your tax code is based on your personal allowance, which is then adjusted for other items like estimated pension contributions or benefits you may receive, if these adjustments are estimated correctly and your circumstances do not change during the tax year, you will not have any additional tax to pay at the end of the year. (Please note that the tax code does not affect the amount of personal allowance available to you and there is nowhere on the tax return for to alter your personal allowance).
At the end of the tax year HMRC and TaxCalc take your actual income and benefits received, then deduct the personal allowances you are entitled to in order to work out how much tax you should pay or be repaid to you.
Because this calculation looks at the actual income and expenses, you do not need to enter your tax code in TaxCalc but you may need to enter some of the figures used by HMRC when they calculated it. e.g. Underpaid tax for earlier years included in your tax code for 2008-09 should be entered in box 7 on the Tax Calculation pages.
As a non resident, how do I claim Personal Allowances where available?
SimpleStep:
In Simple Step, on the first ‘non-residence’ screen, you need to select the box "Are you entitled to claim personal allowances under a Double Taxation agreement or other basis as a non resident?" As you work through the program using the ‘next’ button you will be taken to the screen “Personal allowances”, on this screen you will find 2 boxes one for claiming the personal allowance under a Double Taxation Agreement and the other for claiming ‘on some other basis’. The second box is mainly relevant where you are a citizen of a Commonwealth country or a national within a state of the European Economic Area (see Help for more information).
HMRC Forms Mode:
In the Navigation menu on the left, click on ‘Residence and remittance’, you will be taken to the new Non Residence pages. At the top of the second page you will see the ‘Personal Allowances’ section, in order to claim the personal allowance, either box 15 or box 16 will need to be ticked.
I can't see the tax relief for my Gift Aid payments?
As Gift Aid payments are donations made with a declaration to state that you have paid sufficient tax for the charity to claim back the basic rate of tax paid on the donated amount, if you are NOT a higher rate taxpayer you will not receive any additional tax relief through your tax return. Instead you receive 'relief' for the basic rate tax by making a larger donation than you actually pay. If you are a higher rate taxpayer, then your basic rate band is extended by the gross amount of the contribution, so that more of your income is taxed at the 20% rate band. This defers the point at which you begin to pay higher rate tax, thus giving you an extra 20% tax relief.
The calculations can be seen in step 4 of the TaxCalc Summary.
Jobseekers Allowance, where is it entered on the return
SimpleStep:
- From the left hand ‘Navigation Menu’ click on ‘Pension income and benefits’
- Tick the box ‘Taxable state pensions or benefits’
- Click ‘Next Step’ to go to the ‘State retirement pension and other taxable state benefits’ screen
- Jobseekers Allowance is entered into ‘Total of any other taxable state benefits’
- You can use the wizard if you have other State benefits
HMRC Forms:
- From the left hand ‘Navigation Menu’ click on ‘SA100 Core Return
- Go to Page 3
- Jobseekers Allowance is entered into Box 14; you can use the wizard if you have other State benefits
The Bank and Building Society wizard is not showing the same interest as my statement
All bank and building society interest will be taxed at 20%. If you have a joint account where the other name on the account does not pay tax, only your half of the account needs to be reported on your return. The net amount after tax will be half the gross payment shown on your statement minus the tax paid. This will produce a figure that will be 20%.
Where do I report nursery or child care vouchers?
If you qualified for the 'salary sacrifice scheme' and received benefits such as nursery/child care vouchers in exchange for salary, you are not required to disclose this income on your tax return. Therefore you should report the net figure of your salary, excluding your nursery/child care vouchers. This is due to there being no income tax (nor NIC) payable on nursery/child care vouchers under this scheme. This scheme is popular when you qualify within the Statutory Maternity Pay.
However, if this is not the case, the exemption for nursery/childcare vouchers is £55.00 per week for any employee regardless of your earnings. Therefore the excess you receive over the £55.00 exempt amount should be added to your gross pay from employment and subsequently will be chargeable to income tax.
Text in ‘Any other information’ box is disappearing
TaxCalc will normally warn you of unsaved changes if you try to close the return after entering more data. However, to avoid changes not being saved, please try entering the text then clicking somewhere else on the page BEFORE you close or exit the return. This will ensure you get the warning message.
Why is the loss figure shown without brackets?
If there is a specific box for profits and another separate box for losses, the loss figure will be shown as a positive figure as required by HMRC.
What is a 'Golden Handshake' ?
A golden handshake is a clause in an employment contract that provides the employee with a significant severance package, in the event that the executive loses his or her job.
Where do I enter employment income taxed in a foreign country?
Employment income is entered in box 1 on the employment pages. Do not include any foreign tax paid in box 2. If tax has been taken off or paid in another country and you do not want to claim tax credit relief, enter this amount of foreign tax in box 13 on page 2 of the Additional information pages (Share schemes and employment lump sums, compensation and deductions section).
It may be more beneficial to claim foreign tax credit relief, in which case leave box 13 blank and complete the top section on page 6 of the Foreign Pages.
Where do I report Foreign Earnings not taxable in the UK?
Where income is paid by a UK company but work is carried out abroad, the income should be reported on the employment pages of the tax return but this figure may then be reduced if any of this amount is taxable in the foreign country instead of the UK. If this is relevant you should enter the amount of 'Foreign earnings not taxable in the UK' in box 12 on the ‘Additional Information’ pages of the tax return, page 2. If you are completing the return in the Simple Step mode you will need to tick the ‘Working abroad’ box on the Pay received screen. It is recommended that you refer to HMRC Help Sheet HS211 to assist you when completing this box.
Mileage Wizard box 12 figures not being displayed
The wizard for box 12 is also the wizard for box 17
If C is positive the result goes in box 17 and decreases your tax liability
If C is negative the result goes in box 12 and increases your tax liability
Finally, if data is entered in the last field on the wizard, this will be ‘added’ to anything that goes into box 17.
Which self-employment form should I complete?
There are 2 versions of the self-employment pages of the tax return, the Short Form and the Full Form. The short form is a simplified version of the Full form with fewer entry boxes.
If the turnover is more than £67,000 (or would be in a full year) then you must use the Full Form. Other circumstances in which you would need to use the Full form include reporting a change of accounting date or where you have a balance sheet. Full details are included within TaxCalc. You may choose to complete the Full Form, even though you would be entitled to use the Short Form, so as to disclose all information to HMRC.
How do I report self-employment expenses?
If the turnover is less than £30,000 (or would be in a full year), then you have the option only to report the net amount of allowable expenses in the total box. This option applies whether you use the Full or Short form.
If the annual turnover is £30,000 or more then you will be required to provide a breakdown of expenses.
Full Form issues:
- if you have chosen to report in the total box the net allowable expenses after deducting disallowable expenses but have a balance sheet, then the net profit or loss figure will not match the balance sheet profit figure. You will therefore need to report the disallowable expenses separately.
How do I offset losses against profits (and also reduce Class 4 NICs)?
Profit chargeable to Class 4
Losses can be offset against a profit to reduce Class 4 payments. To do this you enter the loss amount into the ‘profit’ schedule in the following places:
- For Self-employment you must use the Self-employment full form and HMRC Forms Mode page 5 box 101
- For Partnership use HMRC Forms Mode either short or full page 2 box 25
Against other income
Losses can be offset against a profit to reduce tax paid. To do this you enter the loss amount (which must not be greater than the ‘other profit’) in the ‘loss’ schedule in the following places:
- Self-employment (short) HMRC Forms Mode page 2 box 32
- Self-employment (full) HMRC Forms Mode page 4 box 77
- Partnership HMRC Forms Mode either short or full page 2 box 20
Class 4 Changes for 2008/09 – The £600 difference
For 2008/09 HMRC increased the personal allowance from £5,225 to £5,435 but part way through the year they introduced a new £600 credit increasing the personal allowance to £6,035.
However, for class 4 purposes the £600 credit is not taken into account as the Revenue state that 'National Insurance rates and thresholds remain the same'. This is the reason why there is a £600 discrepancy between the figures on which Class 4 is calculated and the amount subject to income tax.
You may find the following page of some use - http://www.hmrc.gov.uk/employers/epa-understanding.htm
I am employed as well, how do I limit the rate of Class 4 NICs charged to 1%?
Where Class1 NICs paid on employment income, plus Class 2 NICs paid at the weekly flat rate, plus the amount of Class 4 NICs chargeable at 8% would exceed the limiting amount, (£2,888 for 2008/09) then the Class 4 NIC liability may be reduced and the excess earnings charged at 1%.
If this situation occurs, Class 4 NIC deferment should be requested from the National Insurance Contributions Office. Once deferment has been agreed, when completing the tax return you should tick the appropriate deferment box and TaxCalc will automatically calculate the Class 4 NICs at 1% of the taxable profit over the earnings threshold (£5,435 for 2008/09).
Relevant boxes:
- box 36 (Self employment pages - Short)
- box 100 (Self employment pages - Full) or
- box 24 (Partnership pages)
- box 66 (Lloyd's pages)
| Example: | |
|---|---|
| Employment Income | £50,000 |
| Partnership Income | £20,000 |
| Class 1 NICs deducted at source | |
| Earnings up to 'Upper limit' - £34,605 @ 11% | £3,806.55 |
| Earnings over limit - £15,395 @ 1% | £153.95 |
| £3,960.50 | |
| As the Class 1 NICs paid at the main rate exceeds the limiting amount, Class 4 NICs are only due at 1%: |
|
| Class 4 NICs entered in box 4 (Tax Calculation pages) | |
| Earnings over threshold - £14,565 @ 1% | £145.65 |
How do I claim the 10% deduction on foreign pension income?
You should enter the full amount of your foreign pension income on the foreign pension screen. If you are entitled to claim the 10% deduction, then this will be calculated automatically for you and a note inserted to explain to HMRC that the 10% deduction has been applied, this is in line with HMRC’s instructions for online filing.
SimpleStep:
- From the left hand ‘Navigation Menu’ click on ‘Other Income’
- Tick the box ‘Did you have any Foreign income?’
- Click ‘Next Step’ until you reach the ‘Foreign income’ screen
- Tick the box ‘Foreign pension’
- Click ‘Next Step’ until you reach the ‘Foreign pension’ screen
- Enter your pension details
Where do I find the Capital Gains Tax (CGT) summaries?
HMRC require the two CG supplementary pages to be completed with only the 'final figures' for all the disposals. However, they do need ALL the calculations attached as a PDF file if filing online or printed and sent with your return if paper filing.
If you complete the CG pages using SimpleStep then TaxCalc prepares the appropriate Disposal/Intermediate/Final calculations and generates a PDF which is attached automatically to the return.
To view and print all your disposals and the intermediate and final summaries, click on ‘File> Print Tax Return’ and you will find the PDF is listed under the section "Do you want to include any PDF attachments?"
Tick this and the CGTSummary.pdf, then click on 'Create Preview'. In the displayed PDF you can print whichever pages you would like to look at.
I do not have an acquisition date, is it required?
SA100
Following the removal of taper relief and indexation allowances for 2008/09 a date of acquisition is no longer required by HMRC so can therefore be left blank. The box is purely there for your own use, if you would like to keep a record of the transaction date.
SA900
A date of acquisition is required on a trust return otherwise an online submission will fail.
Enter the actual date (or approximate date); please note that the date is no longer relevant to the calculation of chargeable gains.
However the date of acquisition is important if it is before 31 March 1982. If so you would need to revalue the asset as of that date. Also, if this is the case, TaxCalc will ‘reset’ the date for you to 31/03/1982.
How do I enter multiple share trading transactions I have from a broker?
Entering asset details using SimpleStep will automatically create PDF attachments as required by HMRC. However, if you have been provided with CGT calculations from a broker, you will need to enter the required data in TaxCalc using HMRC Forms mode and then generate a PDF version of the calculations to attach to your tax return.
If you already have the calculations on your computer, you can use PDF creation software to create a PDF version. Alternatively if you have a paper copy you will need to scan the pages to PDF.
The name that you give your PDF is very important because HMRC have very sensitive anti-virus systems. Use only lower case letters and numbers (a-z and 0-9) and no ‘spaces’, & - _ ' or other characters. Use less than 15 characters in total for the filename and start with a lower case letter.
The total size of all attached PDF files cannot exceed 3.75 Megabytes. HMRC have imposed a limit of 5Mb on the return file sent to them. (The process of ‘encoding’ the PDF files into the tax return is responsible for this size difference.)
Once attached, the PDF is saved within the TaxCalc file, if you make changes to your PDF you will need to reload this updated file. To do this, 'Remove' the original PDF from your return and then 'Add' the updated PDF.
I can't see the tax relief for my Pension contributions.
Where payments are made net of basic rate tax, i.e. you pay £80 into your pension fund, but this is grossed up to make a £100 contribution. Therefore you receive relief for the basic rate tax when you make your contribution.
If you are a higher rate taxpayer, then your basic rate band is extended by the gross amount of the contribution, so that more of your income is taxed at the 20% rate band. This defers the point at which you begin to pay higher rate tax, thus giving you an extra 20% tax relief.
The calculations can be seen in step 4 of the TaxCalc Summary.
How do I report capital gains disposals on an R40 Claim for repayment?
There is a specific form, R40(CG), to report capital disposals relating to an R40, however these forms are not currently available in TaxCalc nor are they available from HMRC’s website. HMRC are updating the forms to account for the new CGT rules and have informed us that this form will not be available until after April 2009. If you require these pages, we will release an update as soon as possible after the forms have been released by HMRC.
For further information telephone HMRC on 0845 9000 404.
Alternatively, you can create a separate TaxCalc SA100 tax return file and enter the disposals there, then print out the SA108 Capital Gains pages and attach them to the R40 to report your gains. Although this is not the official way to do it, it is an acceptable alternative.
Interest from authorised unit trust (AUT) or an open-ended investment company (OEIC)?
Although Box 3.1 is described as ‘Net interest paid by banks or building societies etc’ as well as bank or building society interest, this box should include net interest received from other deposit takers and net interest paid by authorised unit trusts and OEICs. The tax deducted from this interest should be reported in box 3.2 with the gross amount of interest entered into box 3.3. (Please note dividends from unit trusts should be reported in box 3.6).
Is there an option in TaxCalc for the short Tax return?
HMRC does not permit reproduction of the SA200 short return directly. However it is simply a shorter version of the SA100 full return and as HMRC are encouraging everyone to file online, you can use the SA100 tax return within TaxCalc. SimpleStep makes it very simple to do so. You can file an SA100 using TaxCalc either online or by paper.
A paper SA200 or SA100 must be completed by hand and the filing deadline is 31st October 2009. If you file online using a TaxCalc SA100 return, the deadline is 31st January 2010.
You may not be able to file an SA200 short return – even if you have been sent one. There is a long list of exclusions on page STRG2 of the HMRC guide available here http://www.hmrc.gov.uk/worksheets/sa210.pdf. If you use TaxCalc, then you need not worry about those exclusions.
TaxCalc will also calculate any liability or repayment due, saving you time and ensuring you are aware of any liability due in January.
I don't have individual UTR's but need to file an SA800 partnership return
You should refer to the advice on HMRC's website at http://www.hmrc.gov.uk/news/non-uk-res-inv.htm It may be a case of calling the number detailed at the bottom of the page. HMRC will still accept pseudo UTR's for 2008/09, the change is to be implemented for SA online 2009/10.
The following page on HMRC website may also be of interest http://www.hmrc.gov.uk/sa/partnerships-news070209.htm
Filing an SA800 partnership return with 'No trade'
If an SA800 partnership ONLY has income from Land & Property, Foreign or Savings & Investments, (i.e. it does not carry out a partnership trade or profession) AND you are filing the return online then HMRC requests that a 'dummy' trade is created.
Select 'HMRC Forms Mode'
In the 'Navigation Menu' on the left click on SA800 followed by Page 2 Scroll down the screen and in the following boxes enter the associated information
- Box 3.1 "No Trade"
- Box 3.2 "No Trade"
- Box 3.4 "06/04/08"
- Box 3.5 "05/04/09"
Now click 'Next Step' and go to Page 3, again scroll down the screen and enter
- Turnover "0"
- Expenses allowable for tax "0"
- Box 3.116 "SA800 HMRC Special ID 11, I have created a NO TRADE entry for online filing"
I have a Profit AND Loss in my SA800: How do I allocate it between partners?
In some situations partner’s salaries may cause other partners to have a ‘loss’.
In this situation ALL the partners profits will have to be reallocated, HMRC have an example of how to do this on page 15 of ‘Filing in the Partnership Tax Return’ which can be accessed as a PDF below.
http://www.hmrc.gov.uk/forms/sa850.pdf
I can't find box 5.6B (Amount Chargeable on the Settlor) on the Capital Gains pages
HMRC state that ‘Box 5.6B has been removed as gains arising to settlor-interested trusts are now chargeable on the trustees’.
Below is a link to the HMRC web page. You will need to scroll almost to the bottom where you will find the section labelled ‘SA905 – Capital Gains pages’. on
http://www.hmrc.gov.uk/cto/newsletter-april09.htm
I can only use box 13.19 if I tick Q13 but this seems to be incorrect. What do I do?
You are correct that Q13 says 'If yes, fill in boxes 13.7 to 13.21 below. Otherwise, fill in boxes 13.19 to 13.21 only'. However due to a bug in HMRC's online filing system we have to follow their exclusion which states that ‘where you only wish to submit entries in boxes 13.19 to 13.21 then a ’yes’ entry will also have to be submitted in box 13.0’.
So you will need to tick Q13 to use boxes 13.19 to 13.21.
Filing online error message - Invalid content found at element 'TaxPoolBroughtForward'
You have an entry in the Tax Pool Brought forward box 14.15 on Page 8 but no payments to beneficiaries have been entered. If this is correct, then due to an issue with the HMRC online filing system, you will not be able to file online and will need to do the following:
- Go to the additional information box on Page 12 (box 21.11) and enter the following information: "This return has a figure in Box 14.15 but no payments to beneficiaries. In accordance with HMRC Exclusion Number 2, an entry See Additional Info has been made in box 14.1 and a nil amount submitted in box 14.2."
- Go to page 8 and open the wizard for question 14. Enter 'See additional info' in the Name of Beneficiary box. Close the wizard and the return should submit correctly.
Filing online error message - Invalid content found at element 'DateOfDisposal'
You have made an entry on Page 1 of the Capital Gains section but you have left Column C ‘the date of acquisition box’ empty. Please provide a date of acquisition as HMRC will not allow you to file online without an entry in this box.
In the next release of TaxCalc, ANY missing fields in the CGT section will be indicated on the ‘Check and Finish’ screen.
How do I carry back a loss to a previous financial year?
Where a company incurs a tax loss in the year that you are preparing, you can carry it back and offset it against the previous year's profits.
However, it isn't possible to do this within one CT600. Basically, you need to resubmit the previous year's return, as adjusted for the losses brought back.
Assuming that you use TaxCalc's built in computations, in the current year's return:
- Find the Trading Losses Record page (in Forms mode, click on CT600, followed by Computations, then Trading Losses Record or in SimpleStep, click on CT600, followed by Trade and Professional Income, then Trading Losses Record).
- Enter the amount of the loss to be carried back into the box labelled "Less: new losses carried back against profits of a previous year". This will generate a comment on the computations. (see PDF)
In the previous year's return:
- Again, go to the Trading Losses Record page.
- Enter the amount of the loss brought back into the box labelled "Trading losses of a later accounting period utilised under S393".
You should see that the amount of Corporation Tax is reduced. In order to receive a refund, you need to re-submit a full return. There are additional boxes to complete from page 5 onwards (starts at box 91).
Note: HMRC however have a restriction on filing amended returns online…
If you need to amend the return you can do so:
- within 12 months of the filing date
- in the case of a return for the wrong period, within 12 months of what would be the filing date if the period for which you made the return was an accounting period.
Finally if a return is delivered late, the time limit cannot be extended and if a return is delivered more than 12 months late then no amendment can be accepted.
CHANGES IN CARRY BACK LEGISLATION
In the Finance Bill 2009 new legislation was introduced so that incorporated companies with losses arising in an accounting period that ends between 24th November 2008 and 23rd November 2010 can be carried back for three years.
Where do I enter dividends paid to shareholders?
The dividends that have been paid to the shareholders do not need to go onto the CT600 return itself.
What you will actually find is that a corporation tax return consists of three documents:
- the CT600
- a set of statutory financial statements, which discloses the dividends
- a computation that explains to the inspector of taxes how you have taken the accounting profit or loss and ended up with the tax liability.
If you are preparing the tax returns of the individual shareholders, their share of the dividends paid by the company will be entered onto their respective returns.
Cannot file an amended return after allowable due date
If you need to amend the return you can do so:
- within 12 months of the filing date
- in the case of a return for the wrong period, within 12 months of what would be the filing date if the period for which you made the return was an accounting period.
If a return is delivered late, the time limit cannot be extended and if a return is delivered more than 12 months late then no amendment can be accepted.
However if you believe that the amendment has been made within 12 months of the companies filing date, then you should report the matter to the Online Services helpdesk: 0845 60 55 999
Box 141 does not appear on the CT600 Short form
Box 141 is not included in the CT600 Short return. If the company is due a repayment of Corporation tax then you will have to use the Full CT600 as box 141 is the only place where the repayment amount is shown.
How do I recover CIS tax deducted?
A limited company may have CIS tax deducted from its gross income. As this is an employment tax, the company recovers this through the P35 Employer's Annual Return and not through the CT600.
The P35 is a form that informs HMRC how much PAYE and NI a business has paid. It is due after the end of the tax year. If the business has paid too much PAYE and NI or paid too little, HMRC will either demand or refund the difference. The P35 form can be filed online using relevant payroll software.
Limited companies can recover the amount of CIS tax that has been deducted from its income. However, they do not use the CT600 to do this but two special boxes on the P35. Consequently, limited companies receive a refund mid-summer, rather than as a deduction when their CT is due.
How do I record my claim for online filing incentive?
Make sure you are using TaxCalc’s tax computations and on the ‘Tax adjusted profit/(loss) worksheet’ go to ‘Miscellaneous other deduction’ and select the wizard.
You can then enter Online Filing Incentive in the description and the amount. This will then show up on the CT computations.
You must also record details of your tax-free payment on the form P35. This can also be filed online using relevant payroll software. Further assistance can be found on the following HMRC web page.
http://www.hmrc.gov.uk/paye/file-or-pay/fileonline/intro/tax-free-payment.htm
Treatment of Franked Investment Income in a CT600
If a limited company receives dividends (also known as Franked Investment Income or FII for short) from another company, this income should not be taken into consideration when calculating the amount of Corporation Tax. The reason for this is that dividends are always paid by the company making the distribution after CT has been paid. To include it again would be to tax that dividend twice.
Example:
You are preparing the CT600 for Sierra Limited. It has sales of £10,000 and dividend income from Severn Trent Water plc, one of its investments, of £500. However, because Severn Trent Water plc will already have paid its own CT before making the distribution, this £500 is not subject to Corporation Tax.
Sierra Ltd has an accounting profit of £2,000 and this is entered into 'Profit/(loss) on ordinary activities before taxation' into the 'Tax adjusted profit/(loss) worksheet'. We need to remove £500 of dividend income from this profit figure, resulting in profits of £1,500.
On this screen, there is no direct box for entering dividends received. However, the 'Miscellaneous other deduction' box can be used to remove the income. You can either enter the amount directly into the box or use the wizard to provide a better description.
Note that you should also complete box 38 with the same value
Business Premises Renovation Allowance (BPRA) is allowable at 100% not 4%
BPRA is allowable at 100%. Unfortunately, on the ‘Manual Capital Allowances screen’, the BPRA row shows 4%. In the unlikely event that you need to claim BPRA, you should do the following:
- Use the ‘NEW’ Capital Allowances Calculator (this will clear other entries)
OR
- Enter the allowance claimed in the FYA 100% allowances box.
- Using the Notes to the Computation page (accessible through SimpleStep), make a comment that the 100% FYA that has been claimed in respect of the BPR column are business premises renovation allowances.
- Check the box that attaches these notes to the filed version of the computation.
Working with 'Old' CT600 returns, (Viewing, modifying or importing)
Occasionally you may need to open CT600 returns made with earlier software.
In the first instance, attempt to open the file in TaxCalc 2009 using File > Open
If you wish to view a return prepared in TaxCalc 2007 you will need to have the final release of the software (which is 7.10.08). To check the version of TaxCalc you are running, click on Help > About TaxCalc. If required, update TaxCalc by visiting www.taxcalc.com and then logging in to your account and downloading TaxCalc 2007. After TaxCalc has been updated to version 7.10.08, File > Open will allow you to view the return.
To import or modify a CT600 prepared in TaxCalc 2006, you will need to open the return in TaxCalc 2007 first (see above!). Next the file format must be updated, this is done by resaving the file (File > Save). Finally, exit TaxCalc 2007 and Start TaxCalc 2009, you will now be able to view or modify the older file (File > Open) OR import the data into the next AP (File > Import 2007 data).
Accounting Periods: TaxCalc 2009 can now display the AP end date for your CT600 returns. From the ‘Homescreen’ click on the “All CT600” button, the AP end date will be displayed to the left of the UTR.
Technical
show/hideInstallation
- Mac users
- How do I download TaxCalc?
- I have a problem downloading TaxCalc 2009
- How do I license TaxCalc 2009?
- How to enter a new licence key
- How do I check if I have the latest version?
- Keeping up to date
- How do I update TaxCalc 2009 on a computer that is not connected to the Internet?
- How do I copy TaxCalc to a new computer? – Personal user
- How do I transfer TaxCalc data to a new computer? – Professional user
- TaxCalc 2004, Windows Vista gives .dll error when starting
- How do I upgrade my Software?
- Message "The product you try to access is not available within your licence"
- Will TaxCalc run on 64-bit operating systems?
Program
- TaxCalc has Terminated
- Internet Explorer Script Errors
- How do I unlock my Return?
- How do I buy TaxCalc for 2004 or earlier years?
- How do I copy TaxCalc to a new computer? – Personal user
- How do I transfer TaxCalc data to a new computer? – Professional user
- Can I safely uninstall old versions of TaxCalc?
- Send your return to TaxCalc
Mac users
TaxCalc is not programmed to run on the Mac system. However, we do have many customers who run Windows emulation software enabling the use of TaxCalc on MAC OS. Although we have had positive feedback on this we do not provide support for the use of TaxCalc on non-Windows Operating Systems at this time.
For more information, please contact TaxCalc Support on 0845 5190 882
How do I download TaxCalc?
An automatic email was sent to you following your purchase of TaxCalc describing how to login to the TaxCalc website, make the download, install and license TaxCalc. However, if for any reason it did not arrive please follow the steps below.
- Go to www.taxcalc.com and click 'LOGIN/REGISTER' in the top menu, enter your username and password and click 'Login'
- You should be taken to your 'My Products' page or click ‘My Products’ which will show a table with the purchases you have made over the years
- Click on the appropriate 'Download’ icon to start the downloading process.
After downloading, click through the install screens and wait for TaxCalc to start. At the 'License TaxCalc' stage, click through the screens making sure you use the 'Test' button at Step 2 to make sure you can connect to the TaxCalc Licence Server. When prompted enter your email address and your 'TaxCalc password’.
After start-up you can exit TaxCalc if you wish and start it later form either the desktop shortcut icon OR Windows Start> All Programs > TaxCalc > TaxCalc 2009.
I have a problem downloading TaxCalc 2009
Please try the following if you are having problems downloading TaxCalc.
- Go to www.taxcalc.com and click 'LOGIN/REGISTER' in the top menu, enter your username and TaxCalc password and click 'Login'
- You should be taken to your 'My Products' page or click ‘My Products’ which will show a table with the purchases you have made
- If you are using Internet Explorer RIGHT click on the ‘Download’ icon for 2009 and select ‘Save target as’
- If you are using Mozilla Firefox RIGHT click on the ‘Download’ icon for 2009 and select ‘Save Link As’
- Now pick a folder (that you can easily find again later) and ‘Save’ the download
- Once the download is complete you can go to the folder and double click the file to run the install.
If you are having problems with the install, then you may need to turn off any Anti-Virus software during the actual install process.
After installation, follow through the ‘License TaxCalc’ screens or visit How do I license TaxCalc 2009? (see below) for further help.
How do I license TaxCalc 2009?
Step 1
After installing TaxCalc, a License TaxCalc box should appear so that you can license your program.
Select ‘Next’ to move on to the next Licence Key Step
Step 2
If you have an internet connection, TaxCalc can obtain your licence key for you:
Click on the 'Test' button and check the message in the Online Status box. (If you do not receive a 'successful' response, you may have firewall software that is preventing the connection so please see the firewalls page.)
If successfully connected, the ‘Automatically via the Internet’ option will be selected. Click on ‘next’.
Step 3
Enter your username and password. You will have entered or received this at the time of registration (your username is usually your registered e-mail address).
Click ‘next’ and you should be notified of the successful registration of TaxCalc 2009.
Click on ‘finish’ to end the licensing process.
If you do NOT have an internet connection, please follow these steps instead:
Step 1
After installing TaxCalc, a License TaxCalc box should appear so that you can license your program.
Select ‘Next’ to move on to the next Licence Key Step
Step 2
Select the ‘manually’ option and click ‘next’.
Step 3
Enter the licence key that was sent to you in the email confirming your order.
Click ‘next’ and you should be notified of the successful registration of TaxCalc 2009. Click on ‘finish’ to end the licensing process.
Where is my licence key?
Your licence key was emailed to you when you placed your order. You can also view your licence key online by logging in to our website www.taxcalc.com with your username and password. This will take you to your ‘My Products’ page where it is listed next to your product. See also the FAQ below 'How to enter a new licence key'
How to enter a new licence key
After you have upgraded your software, either from the website or through our sales team, you will need to re-license the software to activate the new features.
To do this automatically, please follow the steps below:
- Click on ‘help’ in the top menu bar of the program and then click on ‘license’. When the grey box appears click on ‘enter new key’
- Click the ‘test’ button to check that your computer will allow you to connect to our server to obtain the key (If you do not receive a ‘successful’ response, you may have firewall software that is preventing the connection so please see the firewalls page.
- If successfully connected, the ‘automatically via the internet’ option will be selected. Click on ‘next’.
- Enter your username and password. You will have entered or received this at the time of registration (your username is usually your registered e-mail address)
- Click ‘next’ and you should be notified of the successful registration of TaxCalc 2009 (you can check that your new features have been activated by clicking on 'View features').
- Click on ‘finish’ to end the licensing process
To do this manually, please follow the steps below:
- Click on ‘help’ in the top menu bar of the program and then click on ‘license’. When the grey box appears click on ‘enter new key’
- Select the ‘manually’ option and click ‘next’
- Click on ‘Clear’ and then enter the new licence key
- Click ‘next’ and you should be notified of the successful license of TaxCalc 2009 (you can check that your new features have been activated by clicking on ‘View features’)
- Click on ‘finish’ to end the licensing process
How do I check if I have the latest version?
To check you have the latest version of TaxCalc 2009, please click on ‘Settings’ in the top menu bar of the program, then ‘TaxCalc Update’ and ‘Run TaxCalc Update now’ whilst connected to the internet.
If there is a newer version of TaxCalc than the one you have, the program will give you the opportunity to automatically update. If you have the latest version, a box will tell you that this is the latest version of the current product.
Keeping up to date
If new features are implemented throughout the year, we may release TaxCalc updates which you can download for free and install.
- When you first open the program, TaxCalc is set to search for updates by default.
- If you have firewall software or hardware, you may first be prompted to allow ‘TaxCalc.exe’ to access the internet.
- Please click here for further guidance on firewalls.
- You can turn off the update feature, change the interval or start an immediate update search from the ‘Tools’ menu ‘TaxCalc Update’ option.
How do I update TaxCalc 2009 on a computer that is not connected to the Internet?
If your computer is not connected to the internet you can login to the TaxCalc website from any other computer that is connected to the internet using your unique username and password.
This will take you to the ‘My Products’ page where you will always find the latest version for download. This can be downloaded and saved to your preferred medium (recordable CD or USB flash drive etc…) and then transferred to the computer that is not connected to the internet.
Once you have copied the file to the destination computer simply double click the file to begin the installation. All of your data will be retained and there will be no need to re-enter your Licence Key.
How do I copy TaxCalc to a new computer? – Personal user
To get TaxCalc working on a new computer you would need to download and install the program from our website. On the new computer, go to www.taxcalc.com and ‘login’ to your account using your email address and password. From the ‘My Products’ page, click on the link to download the version of TaxCalc that you need to run. Download, install and then license TaxCalc by following the onscreen instructions.
Once TaxCalc is running on the new computer you next need to transfer the tax return data files from the old machine. Each year the return files will be of the format name.s08 or name.s07, the ‘tax year’ is indicated at the end of the filename.
On the old computer, you will need to find the tax return files for the appropriate years and copy them on to a Memory Stick or Removable Disk etc. (You can always see where the files have been saved by starting the TaxCalc program and selecting the file on the returns page. The file location will be shown in the ‘Progress Monitor’) Once you have copied all the files you wish to transfer, take the removable device to the new computer and copy the files into a folder of your choice.
Now start TaxCalc and click on File>Open and browse to the folder where you have loaded the tax return files and ‘open’ the file you wish to use. When you next start TaxCalc the file will be listed. Repeat this process for different files and years if required.
If you wish to ‘Import’ data from the previous year, simply click the ‘Import’ data button and ‘Browse’ to the folder where you have saved the files.
How do I transfer TaxCalc data to a new computer? – Professional user
The TaxCalc program can be simply downloaded from your products page on our website www.taxcalc.com or installed from CD. However this is only the program and you will also have to transfer the data files from your old computer.
Copy Files
If you have been using TaxCalc for some years you will have data files from previous versions. You will need to copy these from your old computer to a backup disk such as a USB drive or CD so they can be transferred to your new computer.
If the files are already in separate folders and you want to keep the same file structure and folder names on your new computer just copy them to the backup device.
If you are not sure where the files have been saved, first create a ‘new folder’ on the backup disc to copy the files into (say ‘returns 2008’ for 2008 tax returns etc.). Open ‘My computer’ and ‘search’ your working area for files with name *.s08 to find individual SA100 returns. ‘Select’ the results and copy then paste them into the ‘returns 2008’ folder created on the backup device. Repeat the search for *.p08 (partnership returns) and copy them to the ‘returns 2008’ folder. If you complete company returns, search for *.c04 and *.ct
You now have a folder called ‘returns 2008’ containing ALL your 2008 tax returns (individual, partnership and company) or a copy of your original folder(s) on the backup device.
Transfer files to new computer
Setup your new ‘work’ area and copy the ‘returns 2008’ folder or file structure from the backup device onto the new computer. To open these files, install the TaxCalc 2008 program and enter your practice details if required (If you cannot find them then this is not essential now as all the details are already entered into each clients return).
Now update the ‘Homescreen’ list by clicking ‘Settings>Refresh Clients’ and ‘browse’ to the returns 2008 folder or to the name of the folder where the returns have been copied to.
'Practice details': On the new computer don't forget to update Practice details with your address and HMRC credentials, you will need this for any 'new' clients.
Create a folder for your 2009 returns
If you have already started to complete 2009 tax returns you will have copied them via the backup device in the previous steps. Update the ‘Homescreen by clicking ‘Settings>Refresh Returns List’ and ‘browse’ to the returns 2009 folder or to the name of the folder where the returns have been copied to.
Import
If you have not yet started to complete your 2009 returns you are now in the position to do a ‘Multiple’ or ‘Single’ import from the 2008 files. (You can use ‘Multiple’ if you keep all your files in one folder, but use ‘Single’ file import if you want to save files in say ‘client’ folders)
For ‘Multiple’ file import, create a ‘new folder’ on your new computer for the 2009 returns (say ‘returns 2009’). Choose the tab ‘Import 2008 data’ on the TaxCalc 2009 ‘Homescreen’ and click ‘Multiple files’. At STEP 2 click ‘Search’ and ‘Browse’ to your 2008 folder. At STEP 3 click ‘Browse’ and navigate to the 2009 folder.
Look out for the ‘Always use current agent details’ tick box on the first import screen.
(You may need to tick or un-tick this as required)
TaxCalc 2004, Windows Vista gives .dll error when starting
This error can be generated if you have reloaded TaxCalc 2004 from the original ‘Intuit’ CD or have moved to Windows Vista.
Original CD
If you are using the original 2004 CD, please go to the following page on the TaxCalc website http://taxcalc.com/products/older_versions.php?year=2003-2004 and click on the ‘setup (25Mb)’ link to download the latest version of TaxCalc 2004.
Vista
TaxCalc 2004 works on all the Versions of Vista we have in house. However, we do get the occasional call from a user who gets a .dll error on start-up. As TaxCalc 2004 was produced by Intuit and we were not provided with the source code it is not something we are able to investigate or fix.
However if you have access to a non-Vista PC, there should not be any problems with the latest version of TaxCalc 2004.
If you continue to have difficulties, you can download the forms from the following HMRC webpage http://www.hmrc.gov.uk/sa/forms/net-03-04.htm
(Note you will need to calculate your tax as you go along, so it really would be beneficial to get access to a non-Vista PC)
How do I upgrade my Software?
The reasons for this are either:
- You need to purchase an upgrade that includes the type of return that you are trying to create.
- You have exceeded your number of licences for the type of return that you are trying to print or file.
If you have not yet logged in, please log in now and click on 'My Products' to upgrade.
If you do not have access to the internet, you can contact our sales team on 0845 5190 883
If you have already purchased the relevant upgrade, you may simply need to change the licence key (Go to the 'Help' menu and click on 'Licence' and then 'Enter New Key').
Message "The product you try to access is not available within your licence"
The reasons for this are either:
- You need to purchase an upgrade that includes the type of return that you are trying to create.
- You have exceeded your number of licences for the type of return that you are trying to print or file.
If you have not yet logged in, please log in now and click on 'My Products' to upgrade.
If you do not have access to the internet, you can contact our sales team on 0845 5190 883
If you have already purchased the relevant upgrade, you may simply need to change the licence key (Go to the 'Help' menu and click on 'Licence' and then 'Enter New Key').
Will TaxCalc run on 64-bit operating systems?
The 64 bit version has not been as thoroughly tested as the 32 bit version which is why it is not specified in our minimum specifications. That said, we would not anticipate there being any problem on the 64-bit platform and preliminary testing has not shown any issues.
If you do experience any problems running TaxCalc, please do not hesitate to contact us and we will be happy to assist.
TaxCalc has Terminated
We occasionally hear of this sort of problem after a Microsoft Update and suggest reinstalling Taxcalc. we are confident that this will fix the problem. The easiest way to do this is to download the software again (this will be the latest version) and reinstall. You will not need to re-enter your license key and your tax files will be preserved. Please login to our website with your username (e-mail address) and password and go to the 'My Products' page. Click on the download icon to downlaod again.
Internet Explorer Script Errors
TaxCalc utilises Microsoft Internet Explorer technology to display the Tax Return on your screen.
If your version of Internet Explorer is not up to date (Version 6 or later) it is possible that you could receive some errors when trying to view or navigate through your Tax Return.
- If you have purchased TaxCalc on CD the latest version of Internet Explorer is supplied on the disc. (Click on ‘tools’ in the new window that opens after inserting the CD to install Internet Explorer from the TaxCalc 2009 disc)..
- Customers that have bought a download version please make sure you have updated your Internet Explorer to the latest version from the Microsoft website..
How do I unlock my Return?
If all fields in TaxCalc are filled in yellow and have a no-entry symbol showing when you hover over them with the mouse, and data cannot be entered into them, it means that the return is locked. To unlock the return, go to ‘Options’ and remove the tick next to ‘Lock Return’.
How do I buy TaxCalc for 2004 or earlier years?
Full working versions of TaxCalc 2004, 2003, 2002 and 2001 products are available as a free download from our website.
These programs were produced before Vista was launched and have not been tested for compatibility. 'Download Older Versions' section of our Support page. (Note for the 2004 version you only need the ‘setup’ file).
Can I safely uninstall old versions of TaxCalc?
You can uninstall old versions from your computer as this will NOT remove the data files themselves.
Please note the following:
- Ensure your data files (which have suffix .s04 .s05 .s06, s07, s08 etc) are backed up. You may wish to refer to this data at a later date and the files can be used to import some data into next year’s return.
- You may uninstall earlier versions of the TaxCalc program using ‘Add Remove Programs’.
- If you ever need to access the return data in the future, the old ‘versions’ of the software will be available as a download from your products page on our website.
Send your return to TaxCalc
For our support team to answer some queries, it may be necessary to send your return to us. TaxCalc now has a secure and easy way to send your return to our support team. With your return open, click 'Help>Send Return to TaxCalc'. Please complete all the details on screen, especially the 'Problem Description', then click the 'Send' button. We will endeavour to reply or call you back as soon as possible.
Filing Online
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- What is the filing date for my self-assessment tax return?
- Getting setup with HMRC for online filing
- Moving your Tax return between two computers to file online
Filing Errors
- What is a '1046' Authentication Error?
- How do I re-submit a return (filing an amended return)?
- Couldn't resolve proxy name OR hostname OR connect to server. HMRC Submission Problems
- Send your return to TaxCalc
- Errors filing form 64-8 (data does not match)
Agents
- Registering as an agent
- Delays in client being updated on HMRC website
- Importing accounts data from a spreadsheet
- Completing a tax return for someone who has died
- How do I create a 64-8?
- Moving your Tax return between two computers to file online
What is the filing date for my self-assessment tax return?
The deadline for paper returns is 31st October 2009. A paper return filed after that date will be late, and will be subject to the late filing penalty rules.
There are only 2 exceptions to that deadline:
- certain people are “excepted” from the 31st October 2008 deadline. If you are one of these people, you will have been notified of this by HMRC and your deadline will be 31st January 2009.
- HMRC’s online systems cannot accept certain items or combinations of information. Where possible the TaxCalc program will advise you of this, but if you are in any doubt, TaxCalc support will be able to help.
Where you are prevented from online filing by one of these restrictions, you will be able to paper file and your deadline will be 31st January 2010.
The deadline for returns remains at 31st January 20010.
If you owe tax of less than £2,000 and want it to be collected through the following year's tax code, then it must be filed online by 30th December 2009.
Getting setup with HMRC for online filing
Ensure you have the following to hand:
- Your Unique Tax Reference (UTR). This is the 10 digit number that can be found on any correspondence you have received from HMRC
- Your National Insurance Number OR your Postcode
Open your web browser and go to the HMRC website www.hmrc.gov.uk
- On the left in the ‘green’ column headed ‘do it online’, click ‘Self Assessment’
- On the right side of the next screen, click on the ‘Register’ button
- On the next screen, click on the ‘Individual’ button
- On the next screen tick the ‘Self Assessment (SA)’ box, followed by ‘Next’
If you are registering for online filing of a Trust SA900 or Partnership SA800 you will need to click the ‘Organisation’ button not ‘Individual’
Now work your way through the following screens and enter information when required.
Please read all the screens carefully.
ENSURE: you make a careful note of ANY usernames/passwords etc.
Once completed HMRC will send you an ‘activation’ code in the post. The accompanying letter will tell you how to activate this PIN after which you are ready to file online. (You will have to wait 48 hours after activating before filing online due to HMRC systems.) Note the activation code will ‘expire’ after 28 days.
Moving your Tax return between two computers to file online
Once you have completed the tax return on your computer save it to a known location using File>Save. If you are not sure where you have saved your return, go to ‘My Returns’ and single click on your name and make a note of the ‘file location’. Now exit TaxCalc.
Now go to the known location and copy the tax return file onto a memory stick. Go to the other computer which should already have TaxCalc installed and insert the memory stick and start TaxCalc.
NOTE: you must not ‘write protect’ the memory stick or TaxCalc will have problems.
Click ‘File>Open’ in the top menu bar of the TaxCalc program and navigate to the memory stick. Select your file and click ‘Open’.
Check your return using the ‘Check & Finish’ option and when you are happy choose ‘File online’ and follow the instructions on screen. Your filing history will be saved to the file on your memory stick so you can take it back to your computer with a record of having filed online.
Once completed successfully, remove the memory stick and go back to your computer and ‘copy’ the updated file back into the original folder. You can either over-write the original file or rename one of them before saving.
What is a '1046' Authentication Error?
This error message can only relate to one of 3 things, your User ID, Password or UTR number. The first thing to do is check that you can log onto the HMRC website www.hmrc.gov.uk using the identical User ID and Password you are entering into the Taxcalc program. Then check your Unique Taxpayer Reference (UTR) displayed on this page. Once you have established that you are still enabled for online filing then you should be able to submit successfully.
Please follow the steps below for a fail-safe method which will avoid any transcription errors:
- Open any text editor (eg: Microsoft's Notepad which can be found from the Windows 'Start' menu All Programs > Accessories. (Vista users, from the windows button, type in Notepad then press Enter))
- Type your Gateway User ID on the first line and hit the return key. Do not put any spaces before or after
- Type your Gateway Password and hit the return key making sure you have not put any spaces before or after
- Go to the HMRC website www.hmrc.gov.uk and select the Self Assessment link under the ‘do it online’ heading
- Copy and paste the User ID and Password from the Notepad document into the boxes on the HMRC website and click ‘Login’
If these details are not recognised, please follow the instructions on the HMRC website. If successful, you will see the page ‘At a glance’ and your UTR will be shown under your name at the top of the screen. Continue with the steps below:
- Highlight this 10 digit number, copy and paste it onto the next line of the Notepad document
- Open your return in TaxCalc and go to the page ‘Personal Details’ in SimpleStep or ‘Tax Details’ in HMRC Forms mode
- Delete the entire contents of the UTR field and copy and paste the 10 digit number from the Notepad document
- Click ‘Check & Finish’
- Click ‘Next Step’
- Click ‘File online’
- Click ‘Re-submit’
- Tick the box ‘Show password on entry?’ and answer ‘Yes’ to the pop up message
- Delete the entire contents of the User ID field and copy and paste the first line of the Notepad document
- Delete the entire contents of the Password field and then copy and paste into it the next line of the Notepad document.
- Click ‘Submit’
If this fails with the same 1046 error then either you are not authorized to use the online filing service or there is a problem with your HMRC account and you will need to contact HMRC to resolve this issue. After speaking to them you may need to wait 24hours before filing again.
How do I re-submit a return (filing an amended return)?
If, after making a successful submission, you need to make changes and file an amended return, simply make your corrections and then click on 'Check & Finish' (top middle). The number of amended returns that are allowed to be filed online is currently 9.
You will be taken to the screen “Check & Review your return”. On this screen, click on the button 'File online'
On the 'File by internet results' you should have some text with the following section:
Successful response from HMRC at Date Time
HMRC has received the .....
IR mark was: XXXXXXXXXXXXXXXX
Etc.
Click on the 'Re-submit' button to return to the 'File Return' screen
Tick the box 'Amended'
Click on 'Submit' to send the amended return.
The process will run the same as when you filed your original return.
From 01 Feb 2010, HMRC will not accept amended returns online for the 2007-08 tax year. You will have to paper file the amendment with a covering letter
Couldn't resolve proxy name OR hostname OR connect to server. HMRC Submission Problems
Steps to check if you are having problems filing online…
A) Check that HMRC have not already received your submission but the 'response' has not been collected
Open your return
Click on the 'Check & Finish' at the top of the screen
Select 'File Online'
Look on the left for the 'Resume' button if shown (you may need to scroll down the screen)
If you do not have a Resume button move to step (B)
B) Check connection to TaxCalc server
Exit and then restart TaxCalc
From the top menu bar; click on Settings > TaxCalc update > Run TaxCalc update now.
Success: "This is the latest version of the current product" (or update begins!)
Move to next check (C)
Failure: "Unable to retrieve product version/Couldn't resolve hostname/Null response"
This can indicate a Potential ‘Proxy server’ issue.
To check your Proxy Server, follow these instructions:
- Open Internet Explorer (even if you use Firefox daily)
- Click on Tools > Internet Options
- Select the 'Connections' tab
- Click on LAN settings
- We now need to look at the 'Proxy server' settings
- If the 'Proxy server' is unticked and 'greyed out' then 'Move to next check (C)'
- If the 'Proxy server' is ticked then remove the tick
- Click on 'OK' to save the change
Now we need to check for updates again to confirm the Proxy change.
From the top menu bar; click on Settings > TaxCalc update > Run TaxCalc update now.
Success: "This is the latest version of the current product" (or update begins!)
Following the message above
OR
After installing the update
Open your return and you will be able to file online.
Failure: "Unable to retrieve product version/Couldn't resolve hostname/Null response"
If you are still getting this message then it is likely that you are either running…
Onspeed (a download accelerator) turn this off to file
OR
You are in an office environment and may need to speak to your IT people to resolve.
C) Check connection to TaxCalc License server
From the top menu bar, click on Help > License
Click on "Enter new key" followed by 'Test'
Success: Message "You have successfully connected to the TaxCalc License Server"
Click on 'Cancel'
Move to next check (D)
Failure: "A connection with our server could not be established. Please check your internet connection and also, if you have firewall software, ensure that Taxcalc.exe has full access to the internet."
Potential 'Firewall' issue
A Firewall can 'block' a programs access to the internet; TaxCalc will need access to file your return online.
We have identified the common Firewall products and for each of them detailed how to allow TaxCalc access to the internet, see the following page for details http://taxcalc.com/support/firewall.php
D) Check PDF Attachments
If you have worked through the above step successfully AND you have attached a PDF to your return please consider the point below.
HMRC sometimes have problems with PDF's generated from a 'scanned' paper document.
If your PDF was created by scanning we recommend that you 'rescan' the paperwork using a lower resolution and in black and white.
Preferably, if you have a soft copy (word or excel file etc.) then we suggest that you generate a PDF directly from that. Several free downloads will convert a file to PDF for you, such as PDF995 or CutePDF.
E) Still not working!
Please give our support team a call on 0845 5190 882
Send your return to TaxCalc
For our support team to answer some queries, it may be necessary to send your return to us. TaxCalc now has a secure and easy way to send your return to our support team. With your return open, click 'Help>Send Return to TaxCalc'. Please complete all the details on screen, especially the 'Problem Description', then click the 'Send' button. We will endeavour to reply or call you back as soon as possible.
Errors filing form 64-8 (data does not match)
This issue is possibly due to the Postcode not matching the information held at HMRC or possibly NI related. The client will have to confirm these details with HMRC and until they match you will not be able to get the 64-8 through.
Registering as an agent
To ‘register’ for online filing as an AGENT with HMRC, you can follow through the ‘New user’ pages from the following link https://online.hmrc.gov.uk/registration
Click on ‘Agent’ then select the services you wish to use. From the list, you will need to select ‘Self Assessment (SA) for Agents’ and maybe ‘Corporation Tax (CT) for Agents’ if you wish to complete and file company tax returns.
However, part of the registration process involves you being issued with an Agent Reference Number from your local tax office BEFORE you can register for online filing.
You can register as an Agent if you are overseas. You will need to email helpdesk@ir-efile.gov.uk to get an Agent Reference Number.
Delays in client being updated on HMRC website
HMRC occasionally experience times when there is a longer than the usual 48 hours delay in updating their website after a return is filed. The ‘submission finished successfully’ message when filing online comes from HMRC and is ‘proof of filing’. However, if you are in any doubt, we strongly recommend that you call the help desk on 0845 60 55 999 and advise them of the problem.
Importing accounts data from a spreadsheet
If you use Microsoft Excel, you can use our template to import figures on to the Self Employment forms. The template lists all of the boxes on the return (column A) and allows you to fill in your Self on Employment data using Excel (in column B). If you would like to use our Excel template please email our support team. NOTE: Personal users will find it a lot easier to enter information using SimpleStep
Once completed, highlight columns A & B, then right-hand click and select 'Copy'. This will send your data to the Windows clipboard. You now need to go into TaxCalc and select the 'Import from Clipboard' option which will bring in the data from the spreadsheet.
After importing your data you will be taken to the first screen of the self employment pages. You can review your entries and make any changes or additions that you require.
Spreadsheets are available for both the Full Self-employment form and the SA800 Partnership return (which uses the same method as above).
Completing a tax return for someone who has died
When an individual dies that was previously required to complete a UK tax return, in order to complete the deceased individual's tax affairs, the executors will need to complete tax returns accordingly:
- The executors should complete a normal SA100 individual tax return for the period from the start of the tax year up to the date of death
- They should then complete a SA900 Trust and Estate tax return, reporting the income that was received by the estate in the period from the date of death to the end of the tax year, if applicable. (For specific situations where the SA900 is not required see http://www.hmrc.gov.uk/sa/trust-estate.htm
- If the estate is still in a period of administration after the end of the tax year, a Trust and Estate tax return should be completed for each tax year that the estate continues.
- If the estate income is then placed into a trust, then future Trust and Estate tax returns will be required to report the trust income.
If the date of death is in the ‘current’ 2009-10 tax year, we recommend that you submit a paper copy using the 08-09 return (as a rough basis for the ‘calculations’). The paper copy will need to have the return period ‘date’ lines on page 1 of the return replaced (in a bold, obvious fashion) with “Tax return to Death on dd/mm/yyyy” (or similar). A covering letter stating this as well may be helpful.
For further help, see also http://www.direct.gov.uk/en/Governmentcitizensandrights/Death/BenefitsAndMoney/DG_10029815
How do I create a 64-8?
When you take on a new client, you will need to file a 64-8 Agent Authorisation with HMRC in order that you can handle the affairs of the client on their behalf.
TaxCalc 2009 can prepare this form for you, which you can file online or post to your local HMRC office.
To prepare a 64-8:
- Create a new Tax Return File (SA or CT600 as appropriate) and complete the required information (see below)
- Save the Tax Return File to your tax return folder.
- Return to the Home Screen and locate the Tax Return File in your Client List and click on the tick box alongside it.
- In the Tools box, click on Create 64-8 and follow the onscreen instructions.
Required information:
SA series (SA100, SA800, SA900)
- Name
- Address including Postcode
- UTR
- NINO
CT600
- Company Name
- Address including Postcode
- UTR
- CRN (Company Registration Number)
Note: When filing the 64-8 online, any ‘data does not match’ errors are likely to be caused by the Postcode not matching the information held at HMRC or possibly NI related.
The client will have to confirm these details with HMRC and until they match you will not be able to get the 64-8 through. However you will be able to file a return online for the client whilst you are waiting for the 64-8 to be processed. (This procedure is what HMRC call 'File Only Agent')
Troubleshooting
show/hidePrinting
- TaxCalc doesn't generate print preview
- What is the filing date for my self-assessment tax return?
- Where do I find the Capital Gains Tax (CGT) summaries?
Sales Related
Filing Problems
- What is a '1046' Authentication Error?
- Firewalls, how to configure
- Couldn't resolve proxy name OR hostname OR connect to server. HMRC Submission Problems
- Send your return to TaxCalc
- Errors filing form 64-8 (data does not match)
TaxCalc doesn't generate print preview
TaxCalc uses the Adobe PDF file standard as its printing output. This allows you to have more control over the printing options and also allows you to save your tax returns as PDF documents.
If you find you are having trouble printing, please make sure that you have the latest version of Adobe Acrobat Reader installed on your computer.
If you have purchased a product on CD-ROM then Adobe Acrobat can be installed from the CD. Alternately you can download the suitable Adobe Reader product from www.adobe.com.
If your printing problems persist, there are further options available from ‘Settings>Print Preview Options’ in the top menu bar. VISTA users may need to use the ‘Internal’ setting
External
This option allows you to create and view the PDF outside of TaxCalc.
- Go to the 'Settings' menu
- Click on ‘Print Preview Options'
- Click on 'External'
Now when you next create a preview, a printable PDF will be loaded in an external Adobe Acrobat/Reader window.
Save First
This option allows you to save a PDF to a folder of your choice before opening in a new Adobe Acrobat/Reader window.
- Go to the 'Settings' menu
- Click on ‘Print Preview Options'
- Click on 'Save First'
Internal
This option allows you to create and view the PDF within TaxCalc.
- Go to the 'Settings' menu
- Click on ‘Print Preview Options'
- Click on 'Internal'
NOTE:
- TaxCalc uses the data in your tax return file to create the PDF. When you save the PDF, you are simply saving the exported data and NOT changing the content of the tax return file itself.
- If you replace or remove the PDF file altogether, you will not affect the tax return file itself, or any of your data.
- If you make any subsequent changes to your tax return you must create a new PDF for printing.
What is the filing date for my self-assessment tax return?
The deadline for paper returns is 31st October 2009. A paper return filed after that date will be late, and will be subject to the late filing penalty rules.
There are only 2 exceptions to that deadline:
- certain people are “excepted” from the 31st October 2008 deadline. If you are one of these people, you will have been notified of this by HMRC and your deadline will be 31st January 2009.
- HMRC’s online systems cannot accept certain items or combinations of information. Where possible the TaxCalc program will advise you of this, but if you are in any doubt, TaxCalc support will be able to help.
Where you are prevented from online filing by one of these restrictions, you will be able to paper file and your deadline will be 31st January 2010.
The deadline for returns remains at 31st January 20010.
If you owe tax of less than £2,000 and want it to be collected through the following year's tax code, then it must be filed online by 30th December 2009.
Where do I find the Capital Gains Tax (CGT) summaries?
HMRC require the two CG supplementary pages to be completed with only the 'final figures' for all the disposals. However, they do need ALL the calculations attached as a PDF file if filing online or printed and sent with your return if paper filing.
If you complete the CG pages using SimpleStep then TaxCalc prepares the appropriate Disposal/Intermediate/Final calculations and generates a PDF which is attached automatically to the return.
To view and print all your disposals and the intermediate and final summaries, click on ‘File> Print Tax Return’ and you will find the PDF is listed under the section "Do you want to include any PDF attachments?"
Tick this and the CGTSummary.pdf, then click on 'Create Preview'. In the displayed PDF you can print whichever pages you would like to look at.
Where is my invoice?
Your invoice was automatically emailed to you after you placed your order. However, if for any reason it did not arrive your invoice is also printable from your account on our website www.taxcalc.com
- Click 'LOGIN/REGISTER' in the top menu, enter your username and password and click 'Login'.
- Click ‘Account History’ and select the appropriate 'Invoice' icon to view and print your invoice.
How do I buy TaxCalc for 2004 or earlier years?
Full working versions of TaxCalc 2004, 2003, 2002 and 2001 products are available as a free download from our website.
These programs were produced before Vista was launched and have not been tested for compatibility. 'Download Older Versions' section of our Support page. (Note for the 2004 version you only need the ‘setup’ file).
What is a '1046' Authentication Error?
This error message can only relate to one of 3 things, your User ID, Password or UTR number. The first thing to do is check that you can log onto the HMRC website www.hmrc.gov.uk using the identical User ID and Password you are entering into the Taxcalc program. Then check your Unique Taxpayer Reference (UTR) displayed on this page. Once you have established that you are still enabled for online filing then you should be able to submit successfully.
Please follow the steps below for a fail-safe method which will avoid any transcription errors:
- Open any text editor (eg: Microsoft's Notepad which can be found from the Windows 'Start' menu All Programs > Accessories. (Vista users, from the windows button, type in Notepad then press Enter))
- Type your Gateway User ID on the first line and hit the return key. Do not put any spaces before or after
- Type your Gateway Password and hit the return key making sure you have not put any spaces before or after
- Go to the HMRC website www.hmrc.gov.uk and select the Self Assessment link under the ‘do it online’ heading
- Copy and paste the User ID and Password from the Notepad document into the boxes on the HMRC website and click ‘Login’
If these details are not recognised, please follow the instructions on the HMRC website. If successful, you will see the page ‘At a glance’ and your UTR will be shown under your name at the top of the screen. Continue with the steps below:
- Highlight this 10 digit number, copy and paste it onto the next line of the Notepad document
- Open your return in TaxCalc and go to the page ‘Personal Details’ in SimpleStep or ‘Tax Details’ in HMRC Forms mode
- Delete the entire contents of the UTR field and copy and paste the 10 digit number from the Notepad document
- Click ‘Check & Finish’
- Click ‘Next Step’
- Click ‘File online’
- Click ‘Re-submit’
- Tick the box ‘Show password on entry?’ and answer ‘Yes’ to the pop up message
- Delete the entire contents of the User ID field and copy and paste the first line of the Notepad document
- Delete the entire contents of the Password field and then copy and paste into it the next line of the Notepad document.
- Click ‘Submit’
If this fails with the same 1046 error then either you are not authorized to use the online filing service or there is a problem with your HMRC account and you will need to contact HMRC to resolve this issue. After speaking to them you may need to wait 24hours before filing again.
Firewalls, how to configure
If new features are implemented throughout the year, we may release TaxCalc updates which you can download for free and install.
When you first open the program, TaxCalc is set to search for updates by default.
If you have firewall software or hardware, you may first be prompted to allow ‘TaxCalc.exe’ to access the internet.
Please click here for further guidance on firewalls.
You can turn off the update feature, change the interval or start an immediate update search from the ‘Settings’ menu ‘TaxCalc Update’ option.
Couldn't resolve proxy name OR hostname OR connect to server. HMRC Submission Problems
Steps to check if you are having problems filing online…
A) Check that HMRC have not already received your submission but the 'response' has not been collected
Open your return
Click on the 'Check & Finish' at the top of the screen
Select 'File Online'
Look on the left for the 'Resume' button if shown (you may need to scroll down the screen)
If you do not have a Resume button move to step (B)
B) Check connection to TaxCalc server
Exit and then restart TaxCalc
From the top menu bar; click on Settings > TaxCalc update > Run TaxCalc update now.
Success: "This is the latest version of the current product" (or update begins!)
Move to next check (C)
Failure: "Unable to retrieve product version/Couldn't resolve hostname/Null response"
This can indicate a Potential ‘Proxy server’ issue.
To check your Proxy Server, follow these instructions:
- Open Internet Explorer (even if you use Firefox daily)
- Click on Tools > Internet Options
- Select the 'Connections' tab
- Click on LAN settings
- We now need to look at the 'Proxy server' settings
- If the 'Proxy server' is unticked and 'greyed out' then 'Move to next check (C)'
- If the 'Proxy server' is ticked then remove the tick
- Click on 'OK' to save the change
Now we need to check for updates again to confirm the Proxy change.
From the top menu bar; click on Settings > TaxCalc update > Run TaxCalc update now.
Success: "This is the latest version of the current product" (or update begins!)
Following the message above
OR
After installing the update
Open your return and you will be able to file online.
Failure: "Unable to retrieve product version/Couldn't resolve hostname/Null response"
If you are still getting this message then it is likely that you are either running…
Onspeed (a download accelerator) turn this off to file
OR
You are in an office environment and may need to speak to your IT people to resolve.
C) Check connection to TaxCalc License server
From the top menu bar, click on Help > License
Click on "Enter new key" followed by 'Test'
Success: Message "You have successfully connected to the TaxCalc License Server"
Click on 'Cancel'
Move to next check (D)
Failure: "A connection with our server could not be established. Please check your internet connection and also, if you have firewall software, ensure that Taxcalc.exe has full access to the internet."
Potential 'Firewall' issue
A Firewall can 'block' a programs access to the internet; TaxCalc will need access to file your return online.
We have identified the common Firewall products and for each of them detailed how to allow TaxCalc access to the internet, see the following page for details http://taxcalc.com/support/firewall.php
D) Check PDF Attachments
If you have worked through the above step successfully AND you have attached a PDF to your return please consider the point below.
HMRC sometimes have problems with PDF's generated from a 'scanned' paper document.
If your PDF was created by scanning we recommend that you 'rescan' the paperwork using a lower resolution and in black and white.
Preferably, if you have a soft copy (word or excel file etc.) then we suggest that you generate a PDF directly from that. Several free downloads will convert a file to PDF for you, such as PDF995 or CutePDF.
E) Still not working!
Please give our support team a call on 0845 5190 882
Send your return to TaxCalc
For our support team to answer some queries, it may be necessary to send your return to us. TaxCalc now has a secure and easy way to send your return to our support team. With your return open, click 'Help>Send Return to TaxCalc'. Please complete all the details on screen, especially the 'Problem Description', then click the 'Send' button. We will endeavour to reply or call you back as soon as possible.
Errors filing form 64-8 (data does not match)
This issue is possibly due to the Postcode not matching the information held at HMRC or possibly NI related. The client will have to confirm these details with HMRC and until they match you will not be able to get the 64-8 through.
