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TaxCalc
Tax Return Production

For Windows, Mac and Linux

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Introducing TaxCalc
Tax Return Production

TaxCalc Tax Return Production is used by over 7,000 firms in the preparation and filing of Individual, Partnership, Corporation Tax and Trust returns.

The software in built around the fast completion of tax returns, be it with the direct HMRC Forms mode, or with our unique and innovative SimpleStep® mode.

Workflow is controlled through TaxCalc Client Hub, a suite of powerful practice management tools that tracks deadlines, assigns work and following progress through to submission to HMRC.

Unbeatable value

TaxCalc Tax Return Production is sold on an annual licence basis, according to the types of tax return produced.

A complete package for two users costs just £625 plus VAT and provides:

  • Unlimited Individual and Partnership returns
  • Unlimited Corporation Tax returns
  • Unlimited Trust and Estates returns

Pre-built packages for startup, part time and micro practices start from as little as £85 plus VAT.

Ready for 2015-16 and FY16

We work closely with HMRC to ensure that your software is always up to date.

TaxCalc Tax Return Production has been fully updated to cater for the 2015-16 tax year for Self Assessment.

For Corporation Tax, we fully support FY16 and the new CT600 version 3.

TaxCalc Tax Return Production natively supports tax years dating back to 2011/12 with standalone solutions for prior years available on request.

Integrated, scalable solution

All of TaxCalc's software products are built on a single platform. Installation is straightforward, with easy deployment and online licensing.

With a no-cost server option available, you can gain the benefits of centralised data storage. Additional users are charged on a concurrent usage basis at just £55 per user.

With one application and one database, data is shared with other products in our range. So client details entered into TaxCalc Client Hub are automatically entered into a new tax return. Likewise, financial statements can be imported from TaxCalc Accounts Production.


email support: support@taxcalc.com
phone support: 0345 5190 882
support hours: Monday - Thursday 9:00am to 5:00pm
Friday 9:30am to 5:00pm
Extended hours in January

Help is always on hand

We aim to make our software as easy to use as possible but for those times when you need us, you can be sure we're there. Our support is unlimited and provided at no extra charge.

And in January, when our customers need us the most, we extend our support capacity and hours more than anyone else. Our established team have both academic and practical accountancy experience, so you know that whatever your problem, we can find a solution.

Fully comprehensive, yet easy to use software

TaxCalc Tax Return Production is the simplest and most complete way to control,
execute and file your clients' tax return online.

A package to suit your practice

TaxCalc provides all of the
supplementary pages for the
Individual, Partnership, Trust and
Corporation Tax forms.

Available in unlimited or micro practice bundles, you can find a TaxCalc tax
product to suit your size of practice.

Easy to complete

Fill out your clients' returns directly
using HMRC Forms mode or let TaxCalc do most of the work with our unique
SimpleStep questionnaire mode*.

Check before you file online

Use Check & Finish to validate your
entries and address any potential
problems before you push the
online file button.

Track work progress with TaxCalc Client Hub

Use TaxCalc Client Hub to monitor due dates, create tasks and track the progress of returns through your practice.

TaxCalc Tax Return Production is provided with TaxCalc Client Hub, our built-in Practice Management software.

Integration by default
 

As part of the TaxCalc suite of
products for accountancy practices
and tax advisors, TaxCalc Tax Return
Production integrates with
other applications in the range.

Server version at no extra cost
 

Gain the benefits of storing your
data centrally with our no-cost
server option.

Installation is easy, with easy deployment, online licensing and automatic configuration.

Other useful HMRC Forms

TaxCalc includes other forms
such as the 64-8 Authorising Your
Agent form, the R40 Repayment
form and the SA303 Reduction of
Payments on Account.

Annual licensing

TaxCalc is sold on an annual licence
basis, providing you with access to your
chosen tax returns for twelve month period

Should your licence expire, the software
will go into read-only mode, allowing you
continued access to your data.

Scalable and upgradeable

Upgrading to higher value products,
Adding more returns and adding
additional users is really easy.
TaxCalc is truly a scalable product
that grows with your practice.

*SimpleStep mode not applicable to Trust returns

Features in detail

TaxCalc Tax Return Production provides you with all the features and functions
to make light work of your tax returns.

SA100 Individual and SA800 Partnership Returns:

  • Integrates with other TaxCalc software products, saving you time and avoiding rekeying errors
  • Fully updated for the 2015-16 tax year
  • Includes high income child benefit charge
  • SimpleStep questionnaire mode for guided completion of the tax return
  • Facsimile HMRC Forms mode for direct entry of the tax return
  • Check & Finish routine to validate entries in the tax return
  • Download employment data from your clients' Digital Tax Accounts using HMRC's new APIs*
  • Use new HMRC APIs to check for elections of National Insurance and Marriage Transfer Allowance*
  • Also create and file tax returns for years since 2011-2012 (earlier years available upon request)
  • All SA100 supplementary pages including Non-Residence, Lloyd's, Trusts and Ministers of Religion
  • All SA800 supplementary pages including Foreign Income and Disposal of Chargeable Assets.
  • Bring forward data from earlier years
  • Import self employed and partnership accounts data directly from TaxCalc Accounts Production and a variety of third party products via the SNF file format
  • Compare last year's tax data with the current return
  • Share data between spouses, partners and trustees
  • On-the-fly tax liability calculation
  • Automatic selection of long or short versions of forms

Wizards and worksheets 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)
  • Lump sum receipts
  • Property wear and tear allowances
  • Interest and dividend analysis

SA900 Trust Returns:

  • Integrates with other TaxCalc software products, saving you time and avoiding rekeying errors
  • Fully updated for the 2015-16 tax year
  • Facsimile HMRC Forms mode for direct entry of the tax return
  • Check & Finish routine to validate entries in the tax return
  • All supplementary pages provided
  • Create and file tax returns for years since 2011-2012 (earlier years available upon request)
  • Returns include R185
  • Bring forward data from earlier years
  • Compare last year's tax data with the current return
  • On-the-fly tax liability calculation

Wizards and worksheets to help you with:

  • Interest and dividend analysis

CT600 Corporation Tax Returns:

  • Integrates with other TaxCalc software products, saving you time and avoiding rekeying errors
  • Fully updated for FY2016, including version 3 of the CT600
  • SimpleStep questionnaire mode for guided completion of the tax return
  • Facsimile HMRC Forms mode for direct entry of the tax return
  • Check & Finish routine to validate entries in the tax return
  • All supplementary pages provided
  • Prepare Corporation Tax returns going back as far as 2007
  • Bring forward data from earlier years
  • Import accounts data directly from TaxCalc Accounts Production with automatic time apportionment for long periods of account
  • Automatic disallowing of key expenses when importing from TaxCalc Accounts Production.
  • Reports on due dates of tax payments within the computation
  • Produce Corporation Tax computations in iXBRL format with absolutely no manual tagging
  • Produce comprehensive Corporation Tax computations with cover and contents pages and format notes using rich text elements.
  • Property company computations
  • Client approval page
  • Compare last year's tax data with the current return
  • On-the-fly tax liability calculation

Wizards and worksheets to help you with:

  • Trading profit and loss adjustments worksheet for Corporation Tax computation
  • Chargeable gains calculations (with preparation of calculations schedules)
  • Research and Development claim
  • Patent box relief
  • Capital allowances
  • Corporation Tax loss handling record

All Returns:

  • Export reports to PDF, Microsoft Word and Microsoft Excel
  • Detailed calculations and repayment summaries
  • Auto-save function 
  • Context-sensitive help
  • Full HMRC forms and tax guidance help manual
  • Anonymous "send return to TaxCalc" function to get help from our Support team
  • Password protection of your clients' returns 
  • Check and Finish routine to validate entries within the tax returns and to confirm the availability of the HMRC online filing service

 

 

 

 

* Please note that the Application Programmable Interfaces (APIs) that enable TaxCalc to do this will not be available until HMRC activate this functionality

 

TaxCalc – a software company that invests in its products

Every year, we update our software products with features that can really make a difference.
For existing customers, this page sets out all you need to know.

Improvements to Corporation Tax Computations

We've listened to customer feedback with regard to our Corporation Tax Computations.

Not only have we refined the presentation but we've also introduced a better method of controlling what is contained within them.

Notes added to the computation can be formatted with rich text elements, such as bold, italics and bulleted and numbered lists.

Introduction of new HMRC APIs*

The first wave of HMRC's new Application Programmable Interfaces (APIs) have been incorporated into TaxCalc 2016.

Connecting to your clients' Personal Tax Accounts, these APIs will initially enable you to:

  • Check receipt of the Marriage Transfer Allowance
  • Check the election to pay Class 2 National Insurance
  • Import Employment data into the tax return direct from HMRC

*Please note that the Application Programmable Interfaces (APIs) that enable TaxCalc to do this will not be available until HMRC activate this function

New R&D Tax Credit wizard** 

The number one requested improvement in TaxCalc was for a Research and Development wizard.

Use the wizard to:

  • Record enhanced expenditure
  • Calculate the correct rate to be used for enhanced expenditure
  • Automatically make appropriate entries in the computation
  • Automatically complete the relevant boxes in the CT600
  • Calculate tax credits, if applicable


** Applicable to all CT returns from 1st April 2015

More checks before filing a tax return

Check & Finish is one of our most useful features.

Before you file online, TaxCalc will check with us as to the status of the HMRC filing service.

If you use TaxCalc Accounts Production to produce financial statements, TaxCalc Tax Return Production will check to make sure you've attached the latest version it will also ensure that any matters raised by TaxCalc Accounts Production have been addressed prior to filing.
 

 

Scores of other tweaks and improvements

We’re known for continual improvement of our software and strive for perfection. Here are just some
of the examples of the little touches, tweaks and improvements we've made to this great release:

Application

  • Improved support for new high resolution screens
  • New, Previous and Next Step short cut keys for Mac OS users
  • New Find function in any TaxCalc generated report
  • New backup routines to substantially reduce the size of a backup file
  • Improved support for users of Microsoft Office 2016

Compliance

  • Automatic disallowing of entertainment in CT import from TaxCalc Accounts Production
  • New Check & Finish warnings regarding Class 4 NI and taxpayers over the state pension age
  • New section in CT computation for due dates of tax payment
  • Option to select all joint income when importing from spouse
  • New field for reason why a reduced payment on account is claimed
  • Improved advice on splitting long periods of account into CT returns
  • New CWF1 (2015) form
  • New client approval page for CT600s

TaxCalc for all firms

We recognise that practices in the UK come in all shapes and sizes.
That's why we offer a wide range of Unlimited and smaller pre-built packages to suit your client base.

Whether you opt for your TaxCalc software to be supplied in standalone or server versions,
they both cost the same and come with free, unlimited support.
 

Standalone

Suitable for startups and those working on their own:

  • Local database with option to store tax returns in your own file system or cloud storage (e.g. DropBox)*.
  • Designed for a single installation. For multiple standalone machines please contact our team on 0345 5190 883.
  • Available for Windows.

 

* Note that tax returns stored outside of the database will not be included in backups. If you move a tax return file, you will be required to help TaxCalc relocate it.

Server

Suitable for multi-staff offices at one or more locations:

  • Central database to store and coordinate all your practice data in your office.
  • Easy to use installer. One option for the server (which will auto-configure itself to run as a service on your network) and another option for each of the computers on your network.
  • TaxCalc's server software is designed to run over modest, lightweight hardware. You don't even need a dedicated server. In simple setups, you just need to bless one computer on your network with the database and TaxCalc takes care of the rest.
  • TaxCalc's software is optimised to run over VPN, so connecting in from remote locations provides superb performance.
  • Concurrent user model means that you can install software on as many computers as you like.
  • Two concurrent users allowed out of the box with additional users available to buy at just £55 per user.
  • Back up all of your clients' accounts, tax returns and other practice records in one go.

If your practice's circumstances change, we can migrate you from the standalone version to the server version. Please call us on 0345 5190 883 to discuss.

TaxCalc and Your Practice - A Short Guide

There's no need to be daunted at the prospect of change: hundreds of practices are moving to TaxCalc and are enjoying the benefit of one integrated software provider.

To learn more about how your practice can install, license and maintain TaxCalc, we've written detailed guide about this, together with an insight into the technology and user interface design of the software.

Download

Powerful add-ons to improve functionality

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 client that needs to complete a Trust 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 an SA100 Individual tax return.

Two SA900 Trust tax returns

Complete up to two SA900 Trust returns with this easy to use add-for on-screen completion and online filing.

Income received from either or both Trusts can be imported directly into your clients' SA100 Individual tax returns.

TaxCalc Dividend Database

Make the entry of dividend income a snap with this database of FTSE350 and AIM listed dividend data.
Bring forward your clients' shareholdings from their 2014-15 tax returns 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 clients' 2015-16 tax return data to project their tax liabilities for the 2016-17 tax year.
You can also create scenarios, adjusting your clients' 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 Encrypted PDF Export

Export your clients' tax returns as encrypted PDF files for transmission to them by email.

Passwords are saved in the client's record in TaxCalc Client Hub and conveniently applied at point of export.

TaxCalc Batch Filer

For firms that have detailed review and filing processes, TaxCalc Batch Filer allows you to queue up approved
tax returns for bulk filing.

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 2016 on CD.

Price includes worldwide delivery.

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

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.

You can launch TaxCalc Tax Return Production in two ways.

The first is to click on its icon on the
Hub Home screen, choose a client and
then a tax return period.

Alternatively, you can open a tax return from within TaxCalc Client Hub.

Use TaxCalc Client Hub to monitor progress, set work reminders and keep on track of your workload.

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 your client's return online and tells you when it has been successfully received by HMRC.

Frequently asked questions

The questions below provide immediate answers to many aspects of TaxCalc Tax Return Production.
If you have any further questions, please call 0345 5190 883 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 10.7 or higher.

Does TaxCalc work on Linux

Yes. TaxCalc will run on any 64 bit kernel 3.2(or higher), Debian (e.g. Ubuntu) or Redhat based distributions.

Will you release a server
version for Apple Macs?

We will wait to gauge the popularity of the standalone version before deciding whether there is enough support to embark upon creating a server version. Again, please email our support team at support@taxcalc.com to register your interest.

Do I have to buy the
software every year?

TaxCalc is an annual purchase because we have to redevelop it each year for new rates
and tax rules. We also continually improve the product and release a series of updates during
the course of your licence.

Your software will run for a full twelve months and you will be invited to renew your licence 30 days before it expires. If you renew within this period, some products will be entitled to an early renewal discount.

Furthermore, we believe in fair, transparent pricing and sales terms. That's why we don't lock you into long contracts or require lengthy notice periods to leave us (not that you would!).

Can I upgrade or add
additional returns?

Yes. You can start off working with one version of TaxCalc Tax Return Production and later upgrade or buy a version that provides additional returns. We will provide you with a credit for any unused portion of your annual licence.

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

Will I need to reinstall
if I upgrade?

We make it easy for you. All you need to do is pay for your upgrade and restart TaxCalc on your computer. Your software will be updated automatically.

Can I move from the
standalone version to the
server version?

Yes. Whilst you can do this by yourself, we also offer a migration service, charged based on the complexity of your standalone deployment (for example, to merge many standalone databases).

Can I buy previous
years' returns?

All TaxCalc Tax Return Production products create tax returns for tax years from 2011-12. We have a range of standalone products for tax years prior to this. Please call us on 0345 5190 883 or email sales@taxcalc.com. to discuss your requirements.

Choose your TaxCalc


Please select from the options below to build your TaxCalc Tax Return Production order.

Unlimited Customer Versions

All unlimited customer versions of Taxcalc benefit from optional server deployment and allow two concurrent user licences. You can choose how you would like to install the sofware when you come to download it.

Customers renewing their software within the 30 day renewal window will receive an automatic early renewal discount of 5% per Unlimited product. Please log into the site to apply any discount calculated. Discount does not apply to options or Micro Practice versions.
Select

Micro Practice Versions

For startup, part time and micro practices, we have a range of products that are tailored to suit
your specific requirements.
Select
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