Our ambitious schedule of new product development, improvements and compliance updates continues. In conjunction with this, we've launched TaxCalc Communications Centre, our powerful client communications management tool – plus product enhancements and timely compliance updates that will improve your efficiency and productivity.
Welcome to an altogether more effective way to engage with clients. Access client data and integrate communications seamlessly with your TaxCalc database. Transform client management and achieve a consistent process of communication within your practice.
Save hours by sending bulk, personalised emails to specific client lists. Whether an ad-hoc event or a regular communication, simply set up a mailing list and let TaxCalc do the rest.
Take control and improve your client management with a shared view of client communications in one central location. Track all outbound communications and display it in one place.
Enhance the effectiveness of client communications by automatically populating client emails with specific data from TaxCalc, such as your clients name, UTR, tax liability or amount due for payment on account.
Communications Centre lets you create mailing lists by either manually selecting clients or you can create precise and granular client lists for a specific set of criteria using our powerful data mining tool.
Bring client communication into your workflow with record request automation. Set up the record request once and TaxCalc will generate the emails for you.
With details of emails and other activity to hand, you’ll no longer ask ‘when did we last...’ or ‘where are we with’? It’s all there.
Use email templates for any repeatable client communication with ready-built email templates to use or adapt – and even create your own.
For added convenience, the Mail Merge function has been moved from Practice Manager to Communications Centre to centralise all your comms tools in one place. You can find a link to Mail Merge from its existing location in Practice Manager.
Our priority when maintaining our software is to ensure you can continue to file online. In this instance, we've updated the Corporation Tax Computation XBRL tagging to HMRC’s latest 2021 Taxonomy to keep you compliant.
The introduction of the Super Deduction and 50% First Year Allowances for the Special Rate pool came with complicated rules regarding the disposal of assets. To avoid confusion and simplify the Capital Allowances disposal process, we’ve introduced a disposals wizard to assist in the calculations for balancing allowances and charges on initial purchases.
In accordance with advice from HMRC, we've amended the mapping of Special Rate and First Year allowance claims. These claims can now be made on the 'add an asset' screens to simplify the data entry and allow for the software to calculate relevant amounts for the CT600 return in relation to XBRL tagging for the computation.
When HMRC identifies an issue with its online filing system or with the calculations used, they issue a document called Specials & Exclusions. We’ve included a list of these new exclusions in your software. These advise you of potential calculation errors for you to review and check the amounts that you advise your clients to pay, avoiding the need to file a paper return and the possibility of receiving a late filing penalty.
We’ve added additional wording and validations to make it clearer to users how and when to complete the Research & Development supplementary pages and provided an additional warning regarding limits on PAYE & NI required to make repayable credit from RDEC claims..
We’ve changed the way our Check & Finish alerts you if it detects an error before you proceed to publish a set of accounts. A warning banner will now appear in the ‘Reports‘ window.
Now you can review from the trial balance and be able to drill to all of the source postings from one location, even where there is only one entry - aiding the speed and efficiency of analysis of the posting data.
Additional settings and details will be brought forward when running a ‘bring forward’ from one accounting period to the next within the ‘Notes’ menu or when creating a new accounting period.
With this new option we provide the flexibility to alter the order partners are displayed on the financial statements, to suit clients’ requirements.
With a new form made available by HMRC, we’ve updated to the latest version of the 64-8 'Authorising your Agent' form to ensure you don’t encounter any issues in the future when on-boarding clients if the old form is no longer recognised by HMRC.
We’ve updated this form to the latest version issued by HMRC in June 21 once again to ensure you don’t encounter any issues in the future if the old VAT Registration Transfer form is no longer recognised by HMRC.
Enhanced view of AML licence details
Keep track of your AML ID Checking licences with the new overview screen which displays a breakdown of:
Credits purchased
Credits remaining
Expiry date
The improved visibility that this brings will allow you to manage your credits more effectively.
We’ve added a new time-saving option to automatically add your details when printing Companies House forms or Company Incorporations. Simply click 'Presenter Information' in the 'Finish' section and select from a list of the available addresses in the TaxCalc database.
For added convenience, the Mail Merge function has been moved from Practice Manager to Communications Centre to centralise all your comms tools in one place. You can find a link to Mail Merge from its existing location in Practice Manager.
As part of our drive to make mail merges easier to locate and perform, we’ve completely simplified the workflow required to perform the function. Now, in Communications Centre, simply click ‘Mail Merge Templates’, click ‘Run Mail Merge’, then select the Mailing List that you want to send. Your document will open in MS Word - saving a lot of time and effort.