Self Assessment tax software
BEST TAX SOFTWARE
“AN EXCELLENT PRODUCT”
Award-winning. Beautifully simple.
TaxCalc Self Assessment software is trusted by tens of thousands of people to complete and file their tax returns every year.
Award-winning and officially-recognised by HMRC, it’s incredibly simple to use and comes with smart tools to power through your return quickly and accurately.
With TaxCalc 2023 Individual you’ll find everything you need to speed through your tax return. In fact, many of our customers sort their tax with TaxCalc in under 30 minutes.
SimpleStep® and Check and Finish®
make light work of your tax return
SimpleStep® fast-forwards you to the parts of the tax return form you need to complete – there’s no trying to figure out if you should be completing a section. TaxCalc tells you.
Check and Finish® error-checking feature tells you if information is missing, doesn’t tally up and lets you know when you’re good to go.
Find out why nearly 1 million returns a year
submitted using TaxCalc
“Stress-free tax returns thanks to TaxCalc!”
“Taxcalc is my saviour.”
“Makes the whole complicated process much more straightforward.”
We’ve got you covered.
Need to claim for a company car? Not a UK resident? No problem!
TaxCalc covers off a wide range of tax scenarios.
Multiple sources of income (such as employment and property)
Income from pensions and benefits
Capital Gains Tax
Non-UK tax residence
Foreign income tax relief
Ministers of religion
Self employed capital allowances
Get to know TaxCalc
Familiarise yourself with our software.
Watch our short videos to see how easy it is to use.
FILING YOUR TAX RETURN
IMPORTING A PREVIOUS TAX RETURN
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 2023 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 2023 comes with six returns. And all for £35.
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 2022-23
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
Features in detail
TaxCalc Individual provides you with all the features and functions
to make light work of your tax return.
At a glance
- 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 for 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 2010 or higher (for export to Word and Excel)
- Intel Macintosh running Mac OS 10.12 (Sierra) or higher
- Microsoft Office 2010 (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)
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.
TaxCalc Dividend Database (2022-23 year)
Make the entry of dividend data a snap with this database of FTSE 350 and AIM 100 listed dividend data for the 2022-23 tax year. Bring forward your shareholdings from your 2021-22 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 2022-23 tax return data to project your tax liability for the 2023-24 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.
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 2022-23 back to 2015-16 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 email@example.com
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 10.12 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 2021-22 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 firstname.lastname@example.org.
Can I buy previous years' returns?
Yes. We supply tax software dating back to the 2016-17 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.