TaxCalc Blog

ISO 27001: Raising the bar for customer confidence

TaxCalc has achieved ISO 27001 certification in recent months, marking a major technical  milestone.

But it represents so much more than that; it’s a public commitment to safeguarding customer data and providing peace of mind. For clients and prospects, this certification is a visible sign that their information is protected by robust, independently verified processes.

The 10 essentials to complete your Self-Assessment tax return for 2024/25

ESSENTIAL INFORMATION YOU’LL NEED TO COMPLETE YOUR SELF ASSESSMENT TAX RETURN

Completing a Self Assessment tax return is much easier when you have all the right information to hand before you start. Whether you’re employed, self-employed, a landlord, investor or someone with multiple income sources, gathering your documentation early can help you avoid mistakes, reduce last-minute stress and ensure you don’t miss anything important.

Budget 2025 - reaction and analysis

Chancellor Rachel Reeves delivered her second Budget on Wednesday 26 November 2025, introducing £26.1 billion in annual tax rises by 2029/30. While Labour's manifesto pledge not to increase income tax, National Insurance or VAT for "working people" remained technically intact, a raft of measures will significantly impact your clients' tax planning strategies. Here's the comprehensive update for accountants and their practices.

What you missed: The Fusion Report

Fusion 25, The first TaxCalc/Engager joint event was more than a conference, it was also a celebration.  

TaxCalc customers awarded for excellence

The Accounting Excellence Awards recognises the brightest and best of the profession every year.

At TaxCalc, we were delighted to see many of the accolades going to our customers when the ceremony took place on Tuesday night in London.

The roll call of winning TaxCalc customers is as follows...

Top 10 charity accounting mistakes – and how to avoid them

Charity accounting is complex. Many charities - particularly smaller ones - still get the basics wrong.

Between evolving regulations, unique governance structures and the quirks of SORP, even experienced accountancy professionals can stumble.

At TaxCalc, we’ve reviewed hundreds of charity accounts and seen the same mistakes crop up time and again.

Many of these issues stem from charities preparing accounts manually in Word or Excel, where errors are easy to make and hard to catch. Here’s a rundown of the most common pitfalls - and how you can avoid them.

Engager and TaxCalc: integration, updates and roadmap revealed

Earlier this year, TaxCalc and Engager announced an exciting new partnership that will bring the two popular accountancy solutions together, making them even more powerful and efficient for customers.

Since TaxCalc’s significant investment in Engager, the teams have been working hard on building a deep integration between the two solutions.

Andy Wainwright, founder of Engager, the highly regarded cloud-based Practice Management software has long been a dedicated user and vocal supporter of TaxCalc, crediting it as a key contributor to the success of his own accountancy firm.

This month, we sat down with Andy to discuss the latest developments, plans, and how the integration is shaping up.

Big changes at Companies House as mandatory ID checks loom

Stay ahead of significant compliance changes with Companies House’s new identity verification (IDV) regime, set to take effect from 18th November 2025.

From this date, all new and existing company directors, LLP members, and Persons with Significant Control (PSCs) must complete mandatory ID checks—redefining onboarding and ongoing compliance requirements. Whether you’re an accountant, ACSP, or company administrator, understanding your new responsibilities is critical: registration, record keeping, and helping clients navigate this new process will become essential parts of your workflow.

Discover what’s required, the methods available for ID verification, and how to prepare your practice to meet government standards. Plus, find out how TaxCalc can help you embrace these changes, streamline verification and maintain your compliance edge.