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Getting started with Self Assessment

Learn how to complete your tax return with TaxCalc with our simple how to videos.

1. HOW TO DOWNLOAD TAXCALC

Download and install TaxCalc

2. HOW TO UPDATE TAXCALC

Updating TaxCalc to the latest version

3. FILE YOUR RETURN

Filing your tax return online

4. IMPORTING A TAX RETURN

Bring data from a previous return into this year

5. IMPORT MULTIPLE TAX RETURNS

Import multiple returns from last year

6. CREATING PDF COPY

How to make a printable copy of your tax return

7. AMEND A TAX RETURN

Make changes to your tax return if you've already filed online

8. LOCATE A MISSING TAX RETURN

How to find a tax return if yours is missing

 

 

How to complete your tax return with TaxCalc

Frequently Asked Questions

  • NON-RESIDENT TAX RETURN

  • Q.

    Despite being Non-Resident in the UK, HMRC has requested
    I submit a UK tax return in relation to my UK property which
    is being rented out. However, they have said that I can't use
    their online service to file my tax return. Will TaxCalc be able
    to do this?

  • A.

    Yes! TaxCalc provides the SA109 ‘Residence, remittance basis
    etc.’ supplementary pages that require completion as a non-
    resident taxpayer in the UK. All supplementary pages are
    completed by following our Q&A SimpleStep method in the
    program.

  • SELF-EMPLOYED CAPITAL ALLOWANCES

  • Q.

    I'm self-employed and have purchased multiple assets in the
    year, including a vehicle and machinery for use in my
    business activities. I understand that I'm supposed to claim
    Capital Allowances in relation to these purchases, but am
    unsure what Capital Allowances are. Will TaxCalc help me?

  • A.

    TaxCalc software provides a Capital Allowance wizard to
    assist you in making your claims for Capital Allowances. All
    you need to do is enter the asset details such as cost and
    dates of purchase. TaxCalc will calculate the relevant
    allowances and input the information into the required
    boxes on your tax return.

  • CAPITAL GAINS TAX – ENTREPRENEURS RELIEF

  • Q.

    I've sold shares which qualify for Entrepreneurs' Relief, will
    TaxCalc perform the relevant calculations for me?

  • A.

    When using our SimpleStep method, just enter your asset
    details and TaxCalc will then calculate the relevant gain or
    loss. It will also assist you in claiming reliefs such as
    Entrepreneurs' Relief. If the selection for Entrepreneurs'
    Relief is made, TaxCalc will generate the relevant
    computations to attach to the tax return and perform the
    tax calculation at the relevant rates.

  • MINISTER OF RELIGION

  • Q.

    I hold a post as a Minister of Religion so need to complete a
    tax return. HMRC has said I'll need to purchase third party
    software to file my tax return online as their own offering
    does not provide the relevant sections for me. Does
    TaxCalc have the necessary sections for me to complete my
    tax return online?

  • A.

    Yes! The supplementary pages SA102M ‘Ministers of religion’
    are included with the product, so completing your tax return
    in our software won't be a problem.

  • TRUSTS INCOME

  • Q.

    I've received a payment of discretionary income from a UK
    resident Trust. Can I file my tax return using TaxCalc?

  • A.

    Yes! Unlike the HMRC Online Services, TaxCalc software
    provides the supplementary pages SA107 ‘Trusts etc.’ that
    this income will need to be declared on.

  • FOREIGN TAX CREDIT RELIEF

  • Q.

    I have foreign bank interest that's been taxed in a foreign
    country. I understand I may not be able to claim all of the
    foreign interest suffered against my UK tax liability due to
    Double Taxation Treaties. Will TaxCalc assist in what
    amounts I can claim?

  • A.

    . TaxCalc automatically performs Foreign Tax Credit Relief
    calculations and restricts the foreign tax paid amount to the
    relevant figures based on the current Double Taxation Treaty
    agreements. You don't need to worry about performing the
    difficult calculations prior to entering your income and tax
    deductions. We'll do it all for you. Just provide the data!

  • MULTIPLE SOURCES OF INCOME

  • Q.

    I have multiple sources of income, including employment
    income from property lettings. I'm also a member of a
    Partnership. Will your standard product be suitable for my
    needs?

  • A.

    Yes! All of our tax products contain all of the available
    supplementary pages, so you can submit multiple sources of
    income without incurring any additional fees. Our products
    will cater for all sources of income you need to declare on
    your Self Assessment tax return.

Troubleshoot common issues

If you encounter an issue when using TaxCalc check out our Knowledge Base
or these common questions below.

OpenGL error

TaxCalc crashes during installation, or when updating with an error of 'Failed to create OpenGL'.

1046 error

When attempting to file you may get a 1046 error if your username/password are not recognised.

Changing a filed return

If you need to make changes to a filed return follow these steps.

Can't print documents or create a PDF

This could be due to a problem with the installation or configuration of the default PDF reader.

Moving to a new computer

How to find your old files when moving to a new computer.

Super affordable software from the Digital Tax People.

With prices starting at just £30.00, TaxCalc simply ticks all the boxes.

Windows 7+, Mac and Linux

System requirements

Need help from our support team?

Throughout the year our award-winning support team usually answer calls within 60 seconds,
though this may be slightly longer in January. We usually respond to emails within 1 working day.