TaxCalc + HMRC integration

The TaxCalc HMRC integration helps practices manage tax filings, VAT submissions, MTD obligations, and agent authorisations across TaxCalc products and Engager.

TaxCalc x HMRC integration

Keep your tax submissions and compliance processes connected

Submit directly to HMRC, monitor obligations and authorisation statuses, and reduce repetitive administration through connected compliance workflows.

One integration across your compliance and practice management tools

From tax returns and VAT submissions, to MTD quarterly updates and agent authorisations, the HMRC integration helps keep compliance workflows connected and client records up to date.

Tax Return Production

Prepare and submit Self Assessment, Partnership, Corporation Tax, and Trust returns directly to HMRC using built-in validation and guided workflows. The Fetch tool can be used in an SA100 Return to pull in employment income and other items directly from HMRC.

MTD Quarterly Filer

Manage quarterly submissions for Making Tax Digital workflows and keep filing obligations connected across your practice.

Engager and TaxCalc

Request and manage HMRC agent authorisations directly within Engager or TaxCalc PM, while tracking status updates across multiple tax services.

VAT Filer

Submit VAT returns directly to HMRC, retrieve obligations and liabilities, and maintain visibility across VAT workflows.

How the integration works

Get connected quickly, then manage submissions, obligations, and authorisations through one straightforward workflow.

  • number-1

    Connect to HMRC

    TaxCalc products and Engager connect directly with HMRC through secure online integrations designed to support connected filing and compliance workflows.

  • number-3

    Submit and manage compliance data

    Submit tax returns, VAT filings, and MTD updates directly to HMRC while managing agent authorisations and client records through connected workflows.

  • number-2

    Monitor obligations and authorisations

    Track filing obligations, liabilities, submission statuses, and agent authorisation requests while keeping records accurate and up to date.

How the integration works

HMRC integration at a glance

HMRC is the UK’s tax, payments, and customs authority. It is responsible for collecting taxes, administering financial support systems, and managing statutory tax compliance obligations for individuals and businesses across the UK.

Keep tax and compliance workflows aligned

The HMRC integration helps practices reduce duplication, improve visibility, and manage compliance workflows with greater consistency.

Reduce manual administration

Submit directly to HMRC and reduce repetitive data entry, manual filing processes, and unnecessary switching between systems.

Improve MTD and tax compliance workflows

Manage VAT filings, quarterly updates, tax returns, and agent authorisations through one shared process, designed to support accurate and efficient compliance.

Maintain visibility across submissions and obligations

Monitor filing statuses, liabilities, obligations, and authorisation requests while keeping client records aligned across your practice.

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FAQs

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