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Taxfiler or Tax calc?

Taxfiler or tax calc?

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I'm looking to make a decision on software - any helpful advice, pros, cons, comparisons etc for tax filer and tax calc (apart from the obvious price difference)

Thanks

Rachel

Replies (14)

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By AWeb72
14th Jul 2020 13:49

I've used both in the last year. I prefer the slickness of Taxcalc but feel they are more interested in medium-sized practices now with all the add-ons. For the price difference I didn't have a tangible benefit. Guess my practice is too small.
EDIT - So I went back to using Taxfiler

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By RichBlack
14th Jul 2020 12:03

I use Taxfiler and find it's perfect for Self Assessment Tax Returns, sole trader and partnerships, company accounts/tax returns submissions, MTD VAT submissions. Easy access from the office or home. Plus various ways to list/sort clients/tax returns/accounts when you need to track what has been submitted to HMRC/Co House. Been using it for around 4 years now.

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By non-sequitor
14th Jul 2020 21:50

I've also used both and think Taxcalc is much better for accounts production if that's a factor. The Taxfiler accounts module by comparison seems to be tacked on as an after -thought and isn't as polished or configurable.

Conversely, I find Taxfiler is considerably more efficient and easy to use for tax returns/filings and this is where it was so good at the start when it did one thing very very well.

The overall Taxcalc modules integrate more fluidly in sharing standing information and serve as a "good enough" practice management database. The recently introduced practice management screens on Taxfiler on the other hand are awful in my opinion and I've gone back to using the previous incarnation for tax return filings only.

Having used Taxcalc, Taxfiler, and tried BTC, I've settled on the usual selection of VT for accounts production, Taxfiler for filing (and Moneysoft for payroll). It probably comes down to cost and how much integration you want across the various functions, or whether you're happy to mix and match.

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By Matrix
14th Jul 2020 22:00

We use the same three software products as you. So Taxfiler just for tax and not for accounts and very happy, except you have to know what you are doing - which I think is good.

Do you mean you turned off the PM module in Taxfiler and, if so, how? We don’t want to use it either.

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Replying to Matrix:
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By non-sequitor
16th Jul 2020 11:42

Yes, I found the various screens too much of a mess to navigate. If I go "Settings" from the top right icons, there's a tab for "Practice Management" which lets me toggle it as enabled or disabled. I'm now back to the "normal" screens with none of the clutter the PM thing introduced

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By FCExtraordinaire
16th Jul 2020 10:52

I've used both recently and I think Taxfiler is more user friendly and straightforward, especially with the set up of the client. It just seemed more logical to me and items placed where you would expect them to be whereas with Taxcalc , I seemed to be searching and having to do things sometimes in two different places.

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By pauljohnston
16th Jul 2020 10:57

You also have to look forward. Automation is coming so any software that does not have APi will leave you at a disadvantage. Which we have found with Taxfiler

It was a great product but since Iris has taken it over no more improvements such as being able to file LLP accounts. It still is great but not as great

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By qadri23
16th Jul 2020 10:59

I have been using tax calc for 4/5 years, tax and accounts productions modules are just amazing, however, practice management modules are waste of money so I don’t use any of there ‘add ons’.

Sadly with the growth, I start missing out on client deadlines, so now I am thinking to move away from Tax calc, not to mention they have been promising Time& Fee module to me for past 4 years!

Recently, I had a demo for Tax filer, I find it slick but same issues, PM is less than impressive and Time&Fee module is not in sight.

In my humble opinion, if you have a handful of clients, and can manage deadlines on your fingertips, look no further, and go for Tax Calc, however, if the plan is to grow and staff etc then like me one day you will also regret choosing Tax Calc.

I am looking to find an alternative, for around 300 clients, any suggestions would be welcome.

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Replying to qadri23:
SamPayne
By SamPayne
17th Jul 2020 08:48

We’ve tried a couple of options, including Tax Calc and Tax Filer and experienced very similar issues. In the end, we ended up using BTCSoftware. It offers everything we need including PM and links with our bookkeeping and document management. Definitely worth checking out.

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By mtoms
16th Jul 2020 11:50

We've used TaxCalc for years now and can't comment on Tax Filer. Overall it is a solution in one bundle that is pretty good but could be better.

They have been very slow at correcting errors in the software that I have pointed out. e.g. Not calculating overlap relief and entering it into the correct boxes in the second year of Self Employment. Caused me real heartache and had to over right boxes manually to ensure that I had the number in 2019-20. They tell me that they still haven't fixed the problem. They had another error too in not being able to enter the average number of employees which is more or less fixed but was very frustrating.

Has anyone else had similar?

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Replying to mtoms:
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By ShayaG
16th Jul 2020 16:28

Same - I think software wise they are good, but on the technical accounting / tax side not reliable.

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By heatonvences
16th Jul 2020 13:06

Hi @Rachel82 have you considered Capium at all?

Reason being is they are a fully integrated platform and their software is signifcantly cheaper than other providers. I would really suggest having a look, or ask me any questions if you are concerned.

Been using them for 5 years now, and the platform is constantly evolving.

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Replying to heatonvences:
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By AWeb72
16th Jul 2020 14:02

A cynical person may say a member only joining today to answer this post and recommend a supplier may have vested interests

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By ShayaG
16th Jul 2020 16:27

TaxCalc - lovely intuitive interface for tax returns. Costs more. Accounts production is technically ropy (numbers which should show up in brackets show up without brackets), and only really works on FRS105 companies. 64-8 feature is good time saver. Better for practice management. Integrates tolerably with Xero.

TaxFiler - Stark get to the point interface for both tax and accounts production. Accounts production does what it does quite well, but can't handle many common reporting conditions, and again really only works for straightforwards FRS105 / 102 S1A companies. Stark get to the point prices. Lightning fast. Integrates well with Xero. Better pricing.

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