What's new?

Building Engager integration

This release establishes the first major step in the integration between TaxCalc and Engager.app, allowing users to launch Engager directly from within TaxCalc and view client linkage status. This saves time by removing the need to switch between systems. The integration enhancements in this release lay the groundwork for deeper automation and full integration in future updates.

NOTE: Engager and TaxCalc integration is accessible for customers with CloudConnect, who have installed this release AND when Engager go live with the equivalent update. The Engager update is scheduled to go live during w/c 3rd Nov.

Two-way client sync

To ensure key client information remains consistent across both TaxCalc and Engager, we’ve brought in two-way syncing for core data fields such as client name, contact details, business start date, UTR, and Companies House information. The two-way sync keeps everything consistent, accurate, and up to date, saving time and improving confidence in your data. It removes the need for double data entry.

Engager integration
status at a glance

To provide clear visibility on which clients in TaxCalc are linked to Engager and ensure users can easily see when integrations are active, we’ve added a simple visual indicator in Client List, Data Mine, and Reports. This shows the link status for each client, active or inactive, providing instant confidence the connection is working and a quick way to confirm which clients are linked.

MTD - new job template
and date offset

Helping practices to align job timelines with HMRC filing periods and boost their confidence in compliance, there’s a new default template for MTD Quarterly Updates. You can now use and set MTD Quarter End dates within job templates. By matching up job templates with HMRC quarter-end dates, practices can ensure timely and accurate filings.

Boosting workflow speeds

We’ve significantly improved speeds across Practice Manager, with technical upgrades to the Bulk Update Tool for better processing time, including a visual percentage progress bar. This will provide a better onboarding experience – particularly for firms with larger volumes of client data.

HMRC agent number added

We’ve added the HMRC Agent Reference Number to Admin Centre to help you when you’re storing data that needs to be reused and referenced for submissions and conversations with HMRC. This will save time when you need to find the reference. Simply look in ‘Firm Details’.

Launch Engager
from TaxCalc

Previously, switching between systems meant logging in separately and searching for the same client twice. This feature keeps everything connected and saves time with fewer steps.

Now, users can open linked clients in Engager directly from within TaxCalc. With a single click from the Client List, you can open the corresponding client in Engager without leaving TaxCalc.

Create clients in TaxCalc
from Engager

Many firms start their onboarding process in Engager, using it to send proposals, collect details, and capture client information. Previously, onboarding in Engager required a second setup in TaxCalc. But with the new feature client records created in Engager can be automatically generated in TaxCalc. This connection removes duplication, saving time and reducing risk of inconsistent or incomplete records.

Supporting MTD for Income Tax

We’ve made enhancements to support MTD quarterly filing and HMRC’s requirements. To help cut the risk of missed filings, we’ve enabled you to link recurring jobs to future quarters automatically. We’ve improved automation, cutting down the manual steps needed for MTD workflows, while boosting operational efficiency for firms with large client books.

Greater MTD efficiency

To help you cut down on manual tasks and boost efficiency, we’ve added the ability to bulk update work item statuses for jobs and tasks using MTD Quarterly Filer. Furthermore, the submission of MTD Quarterly updates can now automatically complete jobs and tasks using automation, meaning fewer missed steps and less manual tracking.

Companies House ID verification changes

With upcoming changes arising from the ECCT Act requiring all existing and new directors and PSCs to have their identity verified to the Companies House standard, we have introduced a new Companies House Personal Code field to store the code Companies House provide to confirm an individual is verified.

The Companies House Personal Code has been added to the condition list in the data mine wizard and as a new token, meaning it can be included within communications centre.

Charities: new report

We’ve added a new report – a detailed statement of financial activities – which provides a useful breakdown of the figures displayed in the main SOFA. You have the option whether to include it within the full financial statements or not.

Compliance updates

To support you with FRS 102 amendments, following the 2024 review, new disclosure options have been added for periods on or after 01/01/25. New options have been added, relating to supplier finance arrangements, including an accounting policy and a new screen within the creditors section to enter the supplier finance disclosures.

Charities: Accounts-style batch improvements

We’ve made changes to improve the experience of using the accounts-style batch feature and to streamline the workflow. You can retain the re-sizing for the accounts-style batch when re-opening it. Also, the chart of accounts window will open in the applicable section of the chart based on the location the picker is opened from.

Improved workflow

Opening existing postings batches will open at the last posting made, so that additional postings can be made without having to scroll to the last posting, making your workflow a little easier.