Let's get started.
Let's get started.
Innovation in Practice.
Your guide to getting the most from TaxCalc.
Innovation in Practice.
Your guide to getting the
most from TaxCalc..
Technology
Innovation you can see, hear, and feel.
Pushing boundaries from the inside out. Spatial experiences on Apple Vision Pro are only possible through groundbreaking Apple technology. Displays the size of a postage stamp that deliver more pixels than a 4K TV to each eye. Incredible advances in Spatial Audio. A revolutionary dual‑chip design featuring custom Apple silicon. A sophisticated array of cameras and sensors. All the elements work together to create an unprecedented experience you have to see to believe.
Contents
Contents
Contents
Everything you need to know to get started with TaxCalc.
Welcome
Meet the Team
Getting started
Onboarding and Training
TaxCalc TV
Account Management
Support
Welcome.
Welcome.
Welcome.
If you haven’t experienced TaxCalc yet, there’s never been a better time to see how we can transform your practice.
TaxCalc is beautifully simple and intuitive to use, but to make your transition as smooth as possible, we’ve put together this onboarding guide to help you get the most out of our software. In it you’ll find everything you need to be up and running in no time.
Thank you once again for joining us. We’re delighted to have you as one of the TaxCalc family.
If you haven’t experienced TaxCalc yet, there’s never been a better time to see how we can transform your practice.
TaxCalc is beautifully simple and intuitive to use, but to make your transition as smooth as possible, we’ve put together this onboarding guide to help you get the most out of our software. In it you’ll find everything you need to be up and running in no time.
Thank you once again for joining us. We’re delighted to have you as one of the TaxCalc family.
If you haven’t experienced TaxCalc yet, there’s never been a better time to see how we can transform your practice.
TaxCalc is beautifully simple and intuitive to use, but to make your transition as smooth as possible, we’ve put together this onboarding guide to help you get the most out of our software. In it you’ll find everything you need to be up and running in no time.
Thank you once again for joining us. We’re delighted to have you as one of the TaxCalc family.
We're here for you.
We're here for you.
Dean Shepherd
Head of Education & Compliance
Nick Moss
Training & Onboading
Training & Onboarding
Getting started with TaxCalc.
Getting started with TaxCalc.
Simplicity, integration and affordability lie at the heart of our design ethos. Just click on the video guides to familiarise yourself with the basics of setting up your software and discover all these good things for yourself!
Simplicity, integration and affordability lie at the heart of our design ethos. Just click on the video guides to familiarise yourself with the basics of setting up your software and discover all these good things for yourself!
TaxCalc Basics
TaxCalc Basics
TaxCalc Basics
Once you've bought TaxCalc and checked out - what are the next steps?
Once you've bought TaxCalc and checked out - what are the next steps?
Once you've bought TaxCalc and checked out - what are the next steps?
Read More
Personal Tax Return
Personal Tax Return
Personal Tax Return
Award-winning and officially-recognised by HMRC, 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, TaxCalc Self Assessment software is trusted by tens of thousands to complete and file their tax returns every year.
Read More
VAT Filer
VAT Filer
VAT Filer
Using VAT Filer and updating TaxCalc to show a business is enrolled for MTD is easier than it sounds - here's how.
Using VAT Filer and updating TaxCalc to show a business is enrolled for MTD is easier than it sounds - here's how.
Using VAT Filer and updating TaxCalc to show a business is enrolled for MTD is easier than it sounds - here's how.
Read More
Corporation Tax
Return Production
Corporation Tax
Return Production
Corporation Tax
Return Production
Powerful, affordable and integrated into our accountancy software suite. Preparing and filing Individual, Partnership, Corporation Tax and Trust returns has never been easier.
Powerful, affordable and integrated into our accountancy software suite. Preparing and filing Individual, Partnership, Corporation Tax and Trust returns has never been easier.
Powerful, affordable and integrated into our accountancy software suite. Preparing and filing Individual, Partnership, Corporation Tax and Trust returns has never been easier.
Read More
Accounts Production
Accounts Production
Accounts Production
Effortlessly prepare accurate financial statements for Sole Traders, Partnerships and micro, small, medium and large Limited Companies and Limited Liability Partnerships.
Effortlessly prepare accurate financial statements for Sole Traders, Partnerships and micro, small, medium and large Limited Companies and Limited Liability Partnerships.
Effortlessly prepare accurate financial statements for Sole Traders, Partnerships and micro, small, medium and large Limited Companies and Limited Liability Partnerships.
Read More
CloudConnect®
CloudConnect®
CloudConnect®
CloudConnect provides the flexibility and security of working in the Cloud with all the benefits of using TaxCalc’s award-winning desktop software. It’s the best of both worlds. Here's how it works.
CloudConnect provides the flexibility and security of working in the Cloud with all the benefits of using TaxCalc’s award-winning desktop software. It’s the best of both worlds. Here's how it works.
CloudConnect provides the flexibility and security of working in the Cloud with all the benefits of using TaxCalc’s award-winning desktop software. It’s the best of both worlds. Here's how it works.
Read More
WorkFlow
WorkFlow
WorkFlow
Integrating with the TaxCalc suite, WorkFlow is our advanced practice management solution, with advanced workflows, deadline and task management and more.
Integrating with the TaxCalc suite, WorkFlow is our advanced practice management solution, with advanced workflows, deadline and task management and more.
Integrating with the TaxCalc suite, WorkFlow is our advanced practice management solution, with advanced workflows, deadline and task management and more.
Read More
Communications
Centre
Communications
Centre
Communications
Centre
Syncing data from TaxCalc applications and providing a host of smart features to communicate effectively and efficiently, Communications Centre is an essential addition to your practice suite.
Syncing data from TaxCalc applications and providing a host of smart features to communicate effectively and efficiently, Communications Centre is an essential addition to your practice suite.
Syncing data from TaxCalc applications and providing a host of smart features to communicate effectively and efficiently, Communications Centre is an essential addition to your practice suite.
Read More
Using eSign
Using eSign
Using eSign
TaxCalc eSign Centre dramatically reduces the time spent obtaining client approval for accounts, tax returns and other important documents.
TaxCalc eSign Centre dramatically reduces the time spent obtaining client approval for accounts, tax returns and other important documents.
TaxCalc eSign Centre dramatically reduces the time spent obtaining client approval for accounts, tax returns and other important documents.
Read More
AML Centre
AML Centre
AML Centre
TaxCalc’s Anti-Money Laundering Centre helps accountants, bookkeepers and other finance professionals meet their obligations under the Money Laundering Regulations, which apply to their firm and their clients.
TaxCalc’s Anti-Money Laundering Centre helps accountants, bookkeepers and other finance professionals meet their obligations under the Money Laundering Regulations.
TaxCalc’s Anti-Money Laundering Centre helps accountants, bookkeepers and other finance professionals meet their obligations under the Money Laundering Regulations, which apply to their firm and their clients.
Read More
TaxCalc TV.
TaxCalc TV.
TaxCalc TV.
At TaxCalc we believe that supporting you is not just about software. Every month TaxCalc TV brings you insights into business-critical topics that bring genuine practical value to your firm.
At TaxCalc we believe that supporting you is not just about software. Every month TaxCalc TV brings you insights into business-critical topics that bring genuine practical value to your firm.
At TaxCalc we believe that supporting you is not just about software. Every month TaxCalc TV brings you insights into business-critical topics that bring genuine practical value to your firm.
Learn more about TaxCalc TV
In 2023, we covered technical areas, including Corporation Tax rates and the complexities of associated companies and HMRC’s changing approach to R&D claims, as well as more strategic issues, such as an independent view on how to outsource your work overseas and surviving an AML inspection. We work with the leading experts in the profession, such as Sharon Cooke, Rebecca Benneyworth, David Logan – and make sure that the sessions are both entertaining as well as informative. Also in 2024 we launched the Power Hour – a monthly best practice session designed to share hints, tips and best practice about how to use TaxCalc’s wide range of tools. We’re regularly joined by rookies and seasoned TaxCalc veterans who always walk away with a new trick to make their lives that much easier – and we often have a quiz too!
Account
Management
Account
Management
Account
Management
You’ll have your own dedicated Account Manager who’ll be in regular touch with you and your direct point of contact for non-support related issues. If, for example, you’re interested in new products, want to talk through any changes or plans you have – get in touch with your Account Manager and they'll do their very best to deliver the answers you need.
You’ll have your own dedicated Account Manager who’ll be in regular touch with you and your direct point of contact for non-support related issues. If, for example, you’re interested in new products, want to talk through any changes or plans you have – get in touch with your Account Manager and they'll do their very best to deliver the answers you need.
You’ll have your own dedicated Account Manager who’ll be in regular touch with you and your direct point of contact for non-support related issues. If, for example, you’re interested in new products, want to talk through any changes or plans you have – get in touch with your Account Manager and they'll do their very best to deliver the answers you need.
Free support when you need it .
Free support when you need it .
Free support when you need it .
Our UK-based support team is known in the accountancy sector as being the best in the business.
Made up of experts skilled in helping you with a whole range of issues, from compliance to compatibility and much more.
Any questions?
Email: support@taxcalc.com
Our UK-based support team is known in the accountancy sector as being the best in the business.
Made up of experts skilled in helping you with a whole range of issues, from compliance to compatibility and much more.
Any questions?
Email: support@taxcalc.com
Our UK-based support team is known in the accountancy sector as being the best in the business.
Made up of experts skilled in helping you with a whole range of issues, from compliance to compatibility and much more.
Any questions?
Email: support@taxcalc.com
Need more training?
Need more training?
Need more training?
If you'd like more advanced training you can access more tutorials from the link below. If you'd like some on-site training please contact our training team here.
All trademarks, logos and brand names are the property of their respective owners. All company, product and service names used in this website are for identification purposes only.
Use of these names,trademarks and brands does not imply endorsement.
All trademarks, logos and brand names are the property of their respective owners.
All company, product and service names used in this website are for identification purposes only.
Use of these names,trademarks and brands
does not imply endorsement.
All trademarks, logos and brand names are the property of their respective owners.
All company, product and service names used in this website are for identification purposes only.
Use of these names,trademarks and brands does not imply endorsement.