Knowledge Base

What's new?

Supporting you through the latest compliance and reporting changes

This April update builds on our Spring 2026 release, with some key changes for charities, compliance and integrations.

We’ve expanded Accounts Production to support charities registered in Scotland and Northern Ireland, making it easier to prepare charity accounts across the UK. Alongside this, we’ve introduced a new TaxCalc–Workiro integration, helping firms move information and documents more smoothly between platforms.

Together, the April and Spring releases include key legislative updates for the 2025/26 tax year, expanded electronic filing capabilities, and further enhancements to identity verification and Companies House forms. We’ve also strengthened Practice Manager with improved MTD visibility, faster bulk processing and deeper integration with MTD Quarterly Filer and Engager - giving you clearer insight and better control across your compliance workflows

From charity accounts e‑filing and corporation tax updates, to major changes in residency and foreign income reporting, the latest release builds on recent reforms while delivering practical improvements that save time and reduce risk.

Install the update today to benefit from the latest compliance changes, enhanced reporting and smoother end‑to‑end workflows across your practice.

Accounts Production

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Electronic filing for charity accounts

Charity accounts can now be submitted electronically to Companies House and HMRC thanks to enhancements in the Charity Accounts module. Accounts are automatically iXBRL tagged in the background. This removes the need for printing, signing and posting of the accounts.

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Scottish and Northern Ireland charity accounts

If you act for charities registered in Scotland or Northern Ireland, you can now prepare their charity accounts in TaxCalc. You can produce accounts for both paper and electronic filing, with the correct options applied automatically based on the charity regulator you select.

Updated FRC taxonomy for 2026

Accounts Production has been updated to use the latest FRC taxonomy for 2026, ensuring financial statements are fully tagged and compliant with HMRC requirements.

Biometric Identity Checks

AML screen

We’ve improved the ease of use of Biometric ID checks, released in November. You can delete a biometric check record where it is no longer needed. A hyperlink for the client to complete the biometric check is included within the summary and can be shared with them as needed.

Companies House Forms

Company Incorporator

We’ve made several updates to ensure the forms are fully up to date and able to meet compliance requirements. Updated to the latest version of paper forms are: CH02, CH03, CH04, AP04, SH01, AA06.

Plus, we’ve updated the following paper versions of the forms as a result of the Companies House fee changes: Application to register a company/LLP (IN01/LLIN01); Confirmation statement (CS01).

MTD Quarterly Filer

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Foreign property business - quarterly submissions updated

We have updated MTD Quarterly Filer to support foreign property business submissions for the changes to the 2026/27 tax year

HMRC has updated the rules for foreign property businesses under MTD for Income Tax. Software must now support foreign properties being recorded individually, rather than grouped by country, while quarterly submissions continue to be sent as summed totals to HMRC.

This update ensures you can meet the new quarterly filing requirements and stay compliant when submitting MTD for Income Tax returns.

Practice Management & Engager

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New TaxCalc x Workiro Integration

If you use Workiro for document management, you can now connect it with TaxCalc to speed up everyday work. You can:

  • Sync client data from TaxCalc into Workiro
  • Send documents from TaxCalc to Workiro
  • Jump from TaxCalc to Workiro with one click

This is especially useful for larger practices using dedicated document management systems and helps keep client records and documents in step across both systems.

Enhanced integration
with MTD Quarterly Filer

We’ve boosted the link between Practice Manager and our bridging solution for MTD for IT. This ensures MTD Quarterly Filer has the same connectivity to Practice Manager as other compliance solutions, including eSign and document management integration.

Extra peace of mind

To provide early warning of possible filing issues, we have enhanced the Practice Manager dashboard by adding the MTD IT filing status to the Filing Status Widget. This gives you extra transparency for the filing status and ensures you become aware of any issues with HMRC’s portal.

Bulk update performance boost

Changes in this release provide firms with an improved onboarding experience, speeding up the process significantly. Knowing the importance of getting them set up as quickly as possible, this update means the number of records selected is limitless. Previously the maximum was 30,000.

Time saving benefits from Engager integration

Customers using TaxCalc and Engager together will benefit from new time-saving enhancements that will cut frustration. Key documents can now be easily shared from TaxCalc to the Files area in Engager, reducing information searches across different apps. Plus, you’ll benefit from seamless navigation between the products, boosting efficiency and convenience thanks to the new ability to launch TaxCalc from the Engager interface.

Visuals show MTD client breakdown

We have created separate visuals for the Practice Manager dashboard to show a detailed summary of client enrolment to MTD schemes. These provide stats for both personal tax client enrolment for MTD IT, and for business client enrolment for MTD for VAT.

Tax Return Production

Communications Centre
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New CT600P Creative Industries

TaxCalc now include the new CT600P supplementary pages for Creative Industries reliefs, following changes to HMRC systems from 1 April 2026.

All claims for creative industry reliefs must now be made using CT600P. If you’ve already started a claim using the previous pages, TaxCalc will automatically move your entries into the new CT600P pages, so there’s no need to re‑enter the information.

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2025/26 Tax Year updates

To help ensure you stay up to date with compliance, the 2025/26 tax return forms have been added with the relevant legislative changes to calculations, wizards and help sheets: SA100 Individual; SA800 – Partnership; SA900 – Trusts; R40 Individual Repayment.

Furnished Holiday Lettings update

To reflect the axing of The Furnished Holiday Lettings regime (which was removed for the 2025/26 Tax Year), we’ve made several changes. The relevant sections have been removed. We’ve added fields and updated the import routine to deal with any remaining UK or EEA FHL losses.

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Corporation Tax updates (FY26 Rates)

To keep you compliant, the latest version of the CT600 (V3 2026) form is included, as well as an updated version of supplementary form CT600A – loans to participators.

CT Supplementary Pages updates

Corporation Tax has also been updated to include the new versions of supplementary forms for:

  • CT600E - Charities and Community Amateur Sports Clubs
  • CT600L – Research and Development

Residency and foreign income reporting changes

The old remittance basis has been removed and replaced with the Foreign Income and Gains (FIG) regime. New boxes, validations and an eligibility wizard have been introduced to make it easier to report foreign income correctly under the new rules. The changes are built directly into the return (SA109 Residence & SA106 Foreign pages), so you’re guided through what’s needed.

Capital Allowance calculators

We’ve made changes to reflect the new first year allowances and the updates to the main rates of writing down allowances.

For the full story

For a full list of updates, please see the release notes in our Knowledgebase.

View release notes

Recent updates

We regularly release new features and enhancements to TaxCalc.

See our previous release

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