Self Assessment tax software
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.
How do I complete my tax return?
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 2016/17 with our Handy Tax Return Checker.
Dates to look out for
Don’t risk a £100 late payment fine. Make sure you file your 2016/17 tax return in good time.
Deadline for paper
Deadline if you want to
pay tax by PAYE*
Deadline for paying
by credit card**
Deadline for filing SA
* If you’re on PAYE and owe up to £3,000 you can have your tax payments deducted
** From 13th January
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.
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.
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 2017 is designed to make completing your tax return as easy as possible:
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 2017 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 2016/17
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?
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
Supplementary pages:TaxCalc Individual comes complete with these supplementary pages:
SA100 Individual Return:
|SA101M||Minister of Religion*|
|SA102MP||All Parliamentary Pages*|
|SA107||Trusts & Estates*|
|SA110||Tax Calculation Summary|
Other forms provided:
|SA303||Reduction of Payments on Account|
|CWF1||Commencement of Self Employement|
*TaxCalc software provides these Supplementary pages, which even HMRC's own software packages currently do not support
†For non-UK residents with income from UK sources such as rental income
System requirements:An internet connection is needed in order to license your product and to file online to HMRC.
Minimum screen resolution: 1024 × 768
- One of the following versions of Windows:
- Microsoft Windows 10
- Microsoft Windows 8.1
- Microsoft Windows 8
- Microsoft Windows 7
- Appropriate hardware to run the above operating system
- Adobe Reader version 9.0 or higher
- Microsoft Office 2007 or higher (for export to Word and Excel)*
- Intel Macintosh running Mac OS 10.10 (Yosemite) or higher
- Microsoft Office 2007 (for export to Word and Excel)*
- 64 bit kernel 3.10 (or higher), Debian (e.g. Ubuntu) or Redhat distributions
- Office productivity software (for Word and Excel exports)
* Microsoft will be retiring support for Office 2007 on 10 October 2017.
Following this, our support of Office 2007 will be reasonable endeavours only.
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.
Two SA900 Trust tax returns
If you have two Trusts and need file returns for them, this add-on provides you with a form for each, with easy,
on-screen completion and online filing. Income received from either or both Trusts can be imported directly into the SA100 Individual tax returns.
TaxCalc Dividend Database (2016-17 year)
Make the entry of dividend data a snap with this database of FTSE350 and AIM listed dividend data for the 2016-17 tax year. Bring forward your shareholdings from your 2015-16 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.
TaxCalc What If? Planner
Use your 2016-17 tax return data to project your tax liability for the 2017-18 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.
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 2017 on CD.
Price includes worldwide delivery.
Note: an internet connection is still required to license your software.
TaxCalc in actionWe 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 questionsThe questions below provide immediate answers to many aspects of TaxCalc Individual.
If you have any further questions, please call 0345 5190 882 or email firstname.lastname@example.org
Does TaxCalc work on
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 email@example.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.