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Making Tax Digital
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Individual
Limited Company
Trust
Partnership

For Accountancy Practices and Tax Advisors

For Individuals, Businesses, Trusts and
Partnerships

Self Assessment tax software

File your Individual tax returns the easy way.

From £30.00

Buy Now

Award-winning. Beautifully simple.

And officially recognised by HMRC.

No wonder tens of thousands of taxpayers trust TaxCalc to file their tax
returns every year. No wonder we’re called the Digital Tax People.

With TaxCalc 2018 Individual you’ll find everything you need to
speed through your 2017/18 return with SimpleStep® and HMRC Forms.
In fact, the whole process should take you less than 30 minutes.

How do I complete my tax return?

Download our super-simple PDF guide

Do I need to complete a tax return?

TaxCalc is perfect for Individuals, Self-employed people, Landlords,
Partnerships, Trusts and Non-UK residents.

Tax rules change every year. Find out if you need to file a tax
return for 2017/18 with our Handy Tax Return Checker.

Check Now


What’s your work status?

Self-employed includes running your own business, or being partner in a business partnership,
or a sole trader. If you’re not sure what your work status is, choose 'other'.









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Start again


This tool is based on HMRC’s own checking facility, adapted under the terms of the OGL.

Dates to look out for

Don’t risk a £100 late payment fine. Make sure you file your 2017/18 tax return in good time.

Deadline for paper
tax returns

Deadline if you want to
pay tax by PAYE*

Deadline for filing SA
returns online

* If you’re on PAYE and owe up to £3,000 you can have your tax payments deducted at source.

Award-winning Self Assessment
tax software. At a great price.

For just £30

you and your family can file up to six returns.
All of which adds up to exceptional value.

Buy Now

Tax is going Digital

Digital record keeping for the self-employed, landlords, partnerships and trusts with a trade.
We've designed TaxCalc MTD CashBook, a beautifully simple record-keeping solution.

Find out more about Making Tax Digital

Simple is smart. Smart is simple.

Our software may be packed with clever stuff, but the really big idea behind TaxCalc is simplicity.
Everything we include in TaxCalc 2018 is designed to make completing your tax return as easy as possible:

SimpleStep

guides you every step of the way. Asking questions as you go along, it whizzes you to the parts of the return that are only relevant to you – saving time and any confusion.

Wizards and worksheets

help you make the right choices and tick all the right boxes while continually calculating your tax, so you always know how much you need to pay or are owed.

Returns for all the family

TaxCalc 2018 comes with six returns. And all for £30.

Check and Finish

acts as a second pair of expert eyes, making sure what you’ve entered is correct and makes sense to you and HMRC.

Fully-equipped for 2017/18

we work closely with HMRC to make sure TaxCalc is fully updated for the current tax year.

A form for everyone

Minister of Religion? Member of Parliament? No matter what your tax affairs, TaxCalc can file it.

Other useful forms

to cover the bases we’ve included a number of other forms you might need, including R40 Repayment and the SA303 Reduction of Payments on Account forms – and more.

Previous tax years available

need to complete a tax return for an earlier tax year? No worries. See our previous years

Need to upgrade or expand?

it’s easy to upgrade TaxCalc 2018 to TaxCalc Partnership, Corporation and Trusts.

For the full spec, please see below.

Features in detail


TaxCalc Individual provides you with all the features and functions
to make light work of your tax return.

At a glance

 

  • Includes new allowances for personal savings and dividend income
  • SimpleStep questionnaire mode for guided completion of your tax return
  • Facsimile HMRC Forms mode for direct entry of your tax return
  • Check & Finish routine to validate entries in your tax return
  • All supplementary pages including Non-Residence, Lloyd's, Trusts and Ministers of Religion
  • Import data from earlier years
  • Detailed calculations and repayment summaries

 

 

  • Export reports to PDF, Microsoft Word and Microsoft Excel
  • On-the-fly tax liability calculation
  • Password protection your returns
  • Automatic selection of long or short versions of forms
  • Share data between spouses
  • Auto-save function
  • Context-sensitive help
  • Full HMRC forms and tax guidance help manual
  • Unlimited email and telephone support
  • Anonymous "send return to TaxCalc" function to get help from our Support team

Wizards to help you with:

 

  • Company car, fuel benefit and mileage claims
  • Employment expense deductions
  • Capital allowances
  • Basis periods
  • Class 2 national insurance
  • Capital gains calculations (with preparation of calculations schedules)
  • Foreign tax credit relief calculations
  • Lump sum receipts
  • Property wear and tear allowances
  • Interest and dividend analysis worksheets

Accessorise your TaxCalc

TaxCalc sports a number of helpful add-ons. You can choose one or more add-on modules
and review pricing when you come to buy your software.

Single SA900 Trust tax return

If you have a Trust and need to file a single SA900 Trust tax return, this add-on provides you with the form for easy, on-screen completion and online filing. Income received from the Trust can be imported directly into the SA100 Individual tax return.

£40.00

TaxCalc Dividend Database (2017-18 year)

Make the entry of dividend data a snap with this database of FTSE350 and AIM listed dividend data for the 2017-18 tax year. Bring forward your shareholdings from your 2016-17 tax return and TaxCalc Dividend Database will do the rest.

The database is released in June each year to include dividends paid up to the end of the previous tax year.

£5.99

TaxCalc What If? Planner

Use your 2017-18 tax return data to project your tax liability for the 2018-19 tax year. You can also create scenarios, adjusting your levels of income or to see the effects of decisions being made now on next year's tax bill.

The add-on is released in June each year to include changes announced for the next tax year.

£10.99

Backup CD and Delivery

For customers with slower internet connections, or just to keep a copy for peace of mind, receive your copy of TaxCalc 2018 on CD.

Price includes worldwide delivery.

Note: an internet connection is still required to license your software.

£9.99

TaxCalc in action

We pride ourselves on delivering high quality and easy to use software. Please click on a screenshot below to
see how you use TaxCalc and see how easy it is to complete your tax return.

TaxCalc organises and provides access to tax returns for the 2016-17, 2015-16, 2014-15, 2013-14 and 2012-13 tax years*.

TaxCalc manages the production and progress of your tax returns, together with additional supporting forms.

TaxCalc contains two modes of entry. SimpleStep is our unique questionnaire mode, which guides you through the return, asking questions based upon answers given and data entered.

HMRC Forms mode displays a facsimile form for fast direct entry.

When you get to the end of your return, Check and Finish validates the entries you've made and highlights any potential issues before you file.

TaxCalc files online and tells you when your return has been successfully received by HMRC.

*TaxCalc is sold according to tax years, each of which is bought separately. Please see our Versions and Prices for more info.

Frequently asked questions

The questions below provide immediate answers to many aspects of TaxCalc Individual.
If you have any further questions, please call 0345 5190 882 or email sales@taxcalc.com

Does TaxCalc work on
Windows 10?

Yes. TaxCalc's software has been fully tested with Microsoft's latest operating system and we can confirm that it does indeed work with Microsoft Windows 10. For a full compatibility list please see the System Requirements for TaxCalc.

Does TaxCalc work on Apple Macs?

Yes. TaxCalc will run on any 64-bit Macintosh running Mac OS 10.10 or higher.

Does TaxCalc work on Linux

Yes. TaxCalc will run on any 64 bit kernal 3.10 (or higher), Debian (e.g. Ubuntu) or Redhat based distributions.

Do I have to buy the software every year?

TaxCalc is an annual purchase because we have to redevelop it each year to new rates and tax rules. Your licence is perpetual and will continue to provide future access to unused returns for purchased tax years.

Since TaxCalc is an all-in-one application, when you buy next year's licence, all you need to do is open TaxCalc and it will update itself to add in the 2017-18 forms.

Can I share licences with friends or family if I purchase a personal product?

It is not possible to share/transfer licences to friends or family as this is solely for the use of the licence holder to complete all six returns. Any shared licences would be a breach of contract under our End User Licence Agreement (EULA) and could result in termination of contract.

Can I upgrade or add additional returns?

Yes. TaxCalc operates a full self-service website and you can easily upgrade your licence of TaxCalc Individual to another product that provides for additional tax returns.

To add an SA800 Partnership tax return, please visit our TaxCalc Partnership pages.

To add a CT600 Corporation Tax return, please visit our TaxCalc Limited Company pages.

If you cannot find the product you are looking for, please call us on 0345 5190 883 or email sales@taxcalc.com.

Can I buy previous years' returns?

Yes. We supply tax software dating back to the 2007-08 tax year. You can find this on the Versions and Prices page.

 

 

How many computers can
I install TaxCalc Individual onto?

For your convenience, TaxCalc Individual may be installed on up to two computers.

Choose your TaxCalc


Please select from the options below to build your TaxCalc Individual order.
You will choose your operating system when you download your software.
TaxCalc 2018 Individual 6£30.00
Prepare up to six SA100 Individual tax returns for you and your family for the 2017-18 tax year. Includes all non-resident and other supplementary pages.
Options
Single SA900 Trust tax return£40.00
This add-on provides you with 1 x SA900 Trust and Estate return for the 2017-18 tax year.
Dividend Database£5.99
This add-on provides a database of dividends of FTSE350 and AIM listed companies for the 2017-18 tax year. The database is released in June each year to include dividends paid up to the end of the previous tax year.
What If? Planner£10.99
This add-on calculates a future tax liability for the 2018-19 tax year and enables the creation of tax planning scenarios. Applies to Individual returns only. The add-on is released in June each year to include changes announced for the next tax year.
Looking for tax years prior to 2017-2018 tax year?
If you need to complete a tax return for an earlier year, we stock products to buy and download that are suitable for tax years dating back as far as 2012
Show previous years
Backup CD£9.99
Receive your TaxCalc software on CD. Includes worldwide delivery.
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VAT will be calculated in accordance with the country where this software will be used.
This will be confirmed during your purchase.