TaxCalc Reviews 253

I have been using TC since 2016 and only had to contact TC on a hand full of occasions. All questions were deal with promptly, efficiently, and friendly staff on each occasion.

11/ 10 to TC

Tax Calc is a really easy to use product, where client information can be easily imported for efficiency, and an integrative tax programme.

What really helped my business was the practice management module where I could keep track of the status of tax returns and which ones still needed to be filed.

I have been using Taxcalc for over 10 years and still rate it as the best and easiest to use software for preparing and filing Tax Returns.
Well done on maintaining the quality and service over the whole period that I have used the product.

I only had one query which was speedily resolved but it was good to know that great help was available if required

Taxcalc is the best integrated accounts and tax platform on the market. They make filing self assessment and corporation tax returns a breeze. Their customer service is amazing and respond to queries quickly. Their pricing is also very competitive. Can't recommend highly enough!

been using them for years and always been reliable and great customer service

We moved from BTC software to Taxcalc few months ago. We use cloudconnect for the database. In the past one month alone, we have two server downtime as a result we incur losses in terms of staff costs. When we were with BTC for more than 10 years, we never had a single downtime. This downtime is really frustrating during our busy period. It looks like we have made a huge mistake!

After many years with them given problem that they are not getting to grips with
1 return for r
Mr and Mrs.
2on tac. Lac as usual print out saying revenue confirm receipt
3 days later reminder to fill in tax return?
4 next days revenue e mail saying return not received
5 o tel today with revenue the lady out of her depth referred us on

In view of deadlines and. O help from tax calc will print and post to revenue

I've been using TaxCalc for over twenty years to produce personal tax returns without any problems at all. I would thoroughly recommend it.

I have been a customer for some years and have now retired. I needed a small favour for which I would have paid. However they insisted on charging me full price for a product I did not need and would not use. Loyalty and customer service are not important to them.

This review is specifically for the Individual Self Assessment software which currently costs £36.

I picked this up because HMRC said I couldn't use the online self-assessment, and because it was cheap with a good review. Positives are that the software is a cheap one-off price, and it's not bloated - it focuses solely on completing your self-assessment form and submitting it electronically to HMRC, which is all I needed from it.

However, although the software looks modern enough, the whole thing feels a bit dated and foreboding. I think if you are providing an alternative to the well-designed GOV UK/HMRC self assessment form, it needs to do things a bit differently - be more friendly, more appreciative of weird niche cases, provide clearer advice, do more calculations for you, generally be more helpful.

You know, where HMRC say "If you are resident under terms of article GP/1223 and wish to claim tax-deductible ground-rent allowance on a seafarer's basis, tick here", I would like software that gently explains all that and gives me an easy way to answer that question.

I felt like this software and the SimpleStep interface did not really do this. Where there is advice, it is just taken from HMRC, or a rewording of HMRC's advice which, of course, can be as clear as mud. The forms and boxes are reordered, which sometimes is clearer, but often causes more confusion when trying to work out which SimpleStep page/box corresponds to the "official" HMRC form/box.

The interface also commits a few unforgivable UI/UX sins. For example, I very nearly missed pages 2 and 3 of a vital Helpsheet form because there is nothing at all to indicate that the wizard has 3 pages, and nothing to warn you that you have missed pages 2 and 3. There is a "Close" button (that rather dangerously does not automatically attach the form to your return) and "Prev/Next Step" buttons (which usually take you to the next step, but on wizards, take you to the next (unadvertised) page).

This is basic UI stuff and ironically something that GOV UK does very well with modern UX standards.

The whole design of TaxCalc feels very 2005. After using TaxCalc, I have had a look at some of their web-based competitors and they have come up with better, clearer ways to do this which, to be honest, I wish I had used. For example, one competitor includes little notes like "Since you said you are X, you probably want to answer "No" here as you do not qualify" which feels really helpful and again, is something TaxCalc doesn't really do.

Eventually I was spending too much time doing calculations in spreadsheets and reading HMRC advice and eventually gave up on using the SimpleStep interface completely. I suspect if I had continued using SimpleStep it would have led me down the wrong route. I got everything done eventually and my return seems to have been submitted successfully, but I feel like really all I got from my £36 was the ability to submit the form electronically rather than on paper.

Excellent - £90 inc VAT for a partnership and up to 6 self-assessment tax returns.

My only issue is that because it was so easy to do, I have to wait until the next tax year starts tomorrow before I can actually submit it to HMRC lol.

It saves me £300/year compared to what my accountant wanted to charge.

Training and Rollout

We have just completed an intense week long training on TaxCalc, expertly provided by Nick. Nick really knows his stuff and his previous career in accountancy helped to tailor the set up of our software to exactly what we needed.

We are just at the beginning of our TaxCalc journey and excited to really get stuck into the day to day use of it.

So far though its been a great service from Dani, Nick and Dan who have all handled part of our onboarding.

Fantastic Software.
Saves me a lot of time.
Very easy to use.
I would recommend it to anybody.
Dr Phil
(sole trader, Harvington, Worcestershire)

The software is very easy to use and the support - igf needed is very fast response and helpful

The TaxCalc software is a great addition to my app stack and one that I wouldn't now be without. It was so reliable throughout the tax season and didn't ever let me down. The support is great and I have total confidence in the product.

The price is getting a bit out of touch due to new competitive software in the market.

Taxcalc was, as usual, able to cope with the flood of last minute returns and answer questions and solve problems