If you have questions about our products or website please look through our list of frequently asked questions (FAQs). Here you will find answers to the questions we are most commonly asked.

If you cannot find a satisfactory answer here then please do contact our Customer Support team. Based in our main Surrey office, they are consistently rated as some of the best around and use the latest remote access technology to work on your PC with you to resolve matters as quickly as possible. They do not insist on email – you get to talk to really helpful people who don’t expect you to be an IT expert. The maximum turnaround target of all support issues is 3 hours and typical average considerably less. Support is open 9.00 to 5.30 Monday to Friday and longer during the January self-assessment season.

BTCSoftware’s preferred method of support is via email to Support@BTCSoftware.co.uk. If you prefer, you may call us during office hours on 0800 612 7650 or 01932 840572.

General Queries

  1. What version of Windows is your software compatible with?
  2. Does your software work on Macintosh PC?
  3. Does your software allow submission for the earlier years returns?
  4. Does your software allow submission of amended returns?
  5. How do I force the submission of an amended return which was not originally filed with PM/SA Solution or CT Solution Express or Advanced?
  6. Can BTCSoftware give me tax advice?
  7. iXBRL- What exactly is it? How can BTCSoftware help?

Problems when running Our Software

  1. When I try to file a return, I get the following message: – “Local Error: 1046 Authentication Failure. The supplied user credentials failed validation for the requested service”

Product Evaluation, Purchase & Registration

  1. Can I evaluate your software free of charge?
  2. How long does the evaluation last?
  3. Are all product features available during an evaluation?
  4. How do I download and install your products?
  5. During the install I saw a message asking me to manually
    install the add-ins. What does this mean?
  6. I’ve installed a product. What do I do next?
  7. How do I purchase the product(s) once I have evaluated them?
  8. Can I purchase the product(s) via a monthly subscription plan?
  9. How do I register the software once purchased?
  10. How often are your products updated and how do I get informed of the updates?
  11. I don’t have a payment card. May I pay by cheque?
  12. Can I have the products on CD?
  13. How do I get an invoice for my purchases?
  14. How do I recover a lost registration key?
  15. My computer has crashed and I need to re-install and re-register the software. What do I do?

PM Solution and SA Solution

  1. How do I backup my PM/SA Solution database?
  2. I have upgraded your PM/SA Solution product from 2013 to 2014. When I go to Tax Returns, I cannot see my completed returns for 2013.
  3. What data is imported in PM/SA Solution from other software?
  4. Does your software produce forms like 64-8, R40, SA303?
  5. What data is rolled forward from previous year’s tax return created in PM/SA Solution?
  6. How do I force the submission of an amended SA return with PM/SA Solution?
  7. When I open PM/SA Solution it tells me that there are new updates available. How do I install the updates on my computer and on the network?
  8. I have upgraded to Microsoft Office 2010 and have noticed that your PM/SA Solution runs inconsistently. It crashes randomly, sometimes without giving an error message.
  9. Every time I open Excel through Practice Manager, Excel gives me a security warning to Enable or Disable Macros. What should I do and how can I stop Excel asking it every time a PM session starts?

CT Solution Express and CT Solution Advanced

  1. Which version of the product is for me?
  2. I’ve installed CT Solution Express or CT Solution Advanced and loaded Excel but I cannot see the toolbars.
  3. Why are my printouts blank?
  4. When do I have to type the client address into the CT600 form?
  5. Why does your Corporation Tax software run within the Microsoft Excel environment?
  6. Which versions of Excel are supported?
  7. How do I force the submission of an amended CT return with either CT Solution?
  8. I get an error “429 – Active x component can’t create object” when trying to use the software

General Queries

  1. What version of Microsoft® Windows is your software compatible with? Our software is compatible with all versions of Microsoft® Windows Vista (32 & 64 bit), Windows 7 (32 & 64 bit) and Windows 8 (32 & 64 bit). You must ensure that your computer is kept up to date with all of the latest Windows Updates. Click here for details. Microsoft Windows XP Microsoft ended support for Windows XP on April 8th 2014. Whilst our software should work fine on the Windows XP April 2014 release, the withdrawal of Microsoft support means that we can no longer guarantee our software to work on Microsoft Windows XP. This means that we may require you to upgrade to a later version of Microsoft Windows should you encounter a problem with our software which we believe is related to the operating system. Further, you need to be aware that using an unsupported operating system is a significant risk to your systems and data and you should consider an upgrade to avoid this risk.
  2. Does your software run on Macintosh PC? All of BTCSoftware’s products are designed and certified to run on Microsoft Windows PCs. Some of our client’s successfully run our products on Macs using Windows emulation software or running Windows via a dual boot configuration. Unlike our competitors, provided you are using a Mac supported Windows emulation or dual boot configuration, we are more than happy to support your Mac based installation.
  3. Does your software allow submission for the earlier years returns?
    • Yes, CT Solution Advanced allows you to submit CT returns for accounting periods ending on or after 1/04/1996.
    • CT Solution Express allows submission for accounting periods ending on or after 01/04/2006.
    • PM/SA Solution allows creation of SA returns for tax year ending 05/04/2009 onwards. HMRC only permit SA returns to be filed online for four tax years only. This is currently tax years ending 05/04/2014, 05/04/2013, 05/04/2012 and 05/04/2011. All returns before these tax years must be filed on paper.
  4. Does your software allow submission of amended returns? Yes, our software allows you to submit amended SA and CT returns. You can also submit an amended return which was not filed through our SA Solution or CT Solution software earlier.
  5. How do I force the submission of an amended return which was not originally filed with PM/SA Solution or CT Solution Express/CT Solution Advanced?
    • After creating the amended return in PM/SA Solution or CT Solution Express/CT Solution Advanced click on ‘Submit to HMRC’ button. Then on the submission dialog tick the check box ‘Enable Submit’
    • Now press and hold the Shift key and click ‘Submit’ to force the submission of an amended return

    Please note that currently Companies House cannot accept amended returns electronically. You must file amendments to Companies House on paper.

  6. Can BTCSoftware give me tax advice? BTCSoftware is not in a position to provide you with tax advice. However where possible we will direct you to the appropriate HMRC notes and legislation to help you complete your client’s tax return.
  7. iXBRL- What exactly is it? How can BTCSoftware help? From 1 April 2011, for any accounting period ending after 31 March 2010, Company Tax Returns must be filed online. In addition all accounts and computations will need to be in a new set format – Inline eXtensible Business Reporting Language (iXBRL). iXBRL is an IT standard designed specifically for business financial reporting and tax filing.

    Both of the BTCSoftware CT Solutions are able to create CT Computations in iXBRL and file them online with a set of iXBRL accounts produced with a Final Accounts package. We are also able to file iXBRL accounts to Companies House via our PM Solution.

    To further discuss the implications of iXBRL for your business please call us on 0800 612 7650.

Problems when running Our Software

  1. When I try to file a return, I get the following message: – “Local Error: 1046 Authentication Failure. The supplied user credentials failed validation for the requested service” The 1046 error can be caused by the following:-
    • Wrong version of the software
      • Please ensure you have the latest version of our software by viewing the BTCSoftware About box. It should match the version available on our website.
    • Bad Gateway id and/or password
      • You can check these via the options button from the submission dialog. However, if you have already filed a return on the SAME COMPUTER as you are using then these should be fine.
    • Invalid UTR
      • The UTR entered should be in the correct format. For CT Returns it needs to be 13 digits long representing the client’s 3 digit tax office followed by their 10 digit UTR and for SA Returns it should be 10 digits
    • A problem with the HMRC Gateway
      • If the status page isn’t reporting any issues then the only way to check this is for you to call the HMRC online helpdesk quoting your references. Their number is 0845 60 55 999.

Product Evaluation, Purchase & Registration

  1. Can I evaluate your software free of charge? Yes. You can evaluate any of our products free of charge for a period of 30 days.
  2. How long does the evaluation last? The evaluation period lasts for 30 days. Please note that, unlike other software, the evaluation period doesn’t start when you install the software – it starts once you complete a major task with the product (e.g. Create a Corporation Tax workbook, a Self Assessment Return, etc.)
  3. Are all product features available during an evaluation? You will be able to use all of the features during the evaluation with the exception of printing documents and submitting a return to the HMRC Gateway (where appropriate).
  4. How do I download and install your products? Visit our download page and select a product to download by clicking its link under the “Install Pack Download” heading. You will be prompted to either Run or Save the install pack. We recommend selecting Run at this stage but you are more than welcome to select Save if you wish to run the install pack later. Once the file has downloaded, the install pack will either run automatically or you will be prompted to select run again. If the latter, please click Run. You will then be guided through an installation wizard to complete the product installation.

    You may repeat this process to install other products.

  5. During the install I received a message asking me to manually install the add-ins. What does this mean? If you received such a message it means that a small part of the install failed to complete. This means that Excel will not know to open our software when you open Excel. This is normally due to the security level of the user installing the software being lower than “Administrator”. However, it is easily rectified as follows:-
    • Open Excel’s Add-In Manager
      If you are using Office 2010 or 2013 you need to click on the File menu and select Excel Options. Next click on Add-Ins in the left hand menu bar and with “Excel Add-ins” selected in the Manage box, click on the Go button.

      If you are using Office 2007 you need to click on the Office Button and select Excel Options. Next click on Add-Ins in the left hand menu bar and with “Excel Add-ins” selected in the Manage box, click on the Go button.

      If you are not using Office 2007 or later, select Add-Ins from the Tools menu

    • Install BTCLibrary
      • Click Browse
      • Navigate to the folder C:\Program Files\BTCSoftware\BTCLibrary
      • Double click on BTCLibrary.xla
    • Install CT Solution Advanced & CT600 Solution (if present)
      • Click Browse
      • Navigate to the folder C:\Program Files\BTCSoftware\CorpTax
      • Double click on CorpTax.xla
      • Click Browse
      • Navigate to the folder C:\Program Files\BTCSoftware\CT600
      • Double click on CT600.xla
    • Install CT Solution Express (if present)
      • Click Browse
      • Navigate to the folder C:\Program Files\BTCSoftware\CT600
      • Double click on CT600.xla
  6. I’ve installed a product. What do I do next? PM/SA Solution are accessed via the BTC Solution Centre icon which you will find on your desktop or Start Menu. If using PM Solution, you access CT Solution Express and CT Solution Advanced with the Corporation Tax task from within the PM Solution client manager.

    If you are using CT Solution Express and/or CT Solution Advanced on a standalone basis, they both run from within the Excel environment. Because of this, they do not have their own program icon so you will not find them on your desktop nor in your Start menu. To start using the products run Excel and you will notice Excel has changed. In Office 2007 and later you will now have an “Add-ins” tab on which you will find our command ribbons. In older versions of Excel you will see new toolbars and new menu items on both the Tools menu and Help menus.

    Each product has an on-line help file with a Quick Start section which we recommend you read. This is the quickest way to start putting the applications to use.

  7. How do I purchase the product(s) once I have evaluated them? At any time during or after the evaluation process you can purchase a licence which will end the evaluation period and remove the restrictions. Please visit our administration site for further details.
  8. Can I purchase the product(s) via a monthly subscription plan? Yes. Please contact our sales team using the methods on our Contact Us page.
  9. How do I register the software once purchased? Your order confirmation email will contain the product key(s) for the items purchased. You need to use these to register the software and end the evaluation period. Do this as follows:-
    • Start Microsoft Excel
    • Open the product’s About box. In Office 2007 and later you do this by expanding the product’s wizard button on the Add-Ins tab (click on the little down arrow just underneath the appropriate wizard button on the Add-Ins tab). In older versions of Excel, click on the Help menu and select the product’s About box option
    • Click on the Register button
    • Enter your Organisation name, the email address to which the registration key was sent and the registration key. We recommend that you copy and paste the key to make this process easier.
    • Repeat these steps for each product key you received
  10. How often are your products updated and how do I get informed of the updates? All of our products are updated at least annually in accordance with legislative changes (e.g. as a result of The Budget, Autumn Financial Statement, etc). In addition, we often release interim feature updates and, of course, maintenance updates as and when required.

    In all cases the software will automatically inform you when a product update is available and give you the choice to update it or not.

  11. I don’t have a payment card. May I pay by cheque? Yes you may but it will make the process longer. Please follow the process How do I purchase the product(s) once I have evaluated them? but rather than entering your payment card details, print the checkout page and post it to us at Lyndale House, 24 High Street, Addlestone, KT15 1TN. Once the cheque has cleared we will process your order and email you a confirmation and the necessary product keys for registration.
  12. Can I have the products on CD? Sorry, no – it just isn’t necessary. The latest version of our install packs are always available on our download page and older versions on our historic downloads page.
  13. How do I get an invoice for my purchases? Your order confirmation email contains a link to a full VAT invoice of your purchase. If you can’t find the email, just visit your order history page and click on the invoice number of the order you want the invoice for.
  14. How do I recover a lost registration key? Your order confirmation email contains your product registration key. If you have lost it, you can request for the key to be resent by visiting your order history page and clicking the “Resend Key” link for the relevant product.
  15. My computer has crashed and I need to re-register the software. What do I do? Please email us at Support@BTCSoftware.co.uk explaining what has happened and which product keys you need. If we believe your request is genuine, we will email you new registration keys.

PM Solution and SA Solution

  1. How do I backup my PM/SA Solution database? Our technical people really dislike the automatic back-ups that exist within some other packages because all they actually do is save the data somewhere else on the same machine and therefore give a totally false sense of security. It is far better to have a centralised backup routine that runs at least daily to backup all important data and files, preferably to an offsite location.

    They use and thoroughly recommend www.Mozy.com. which is easy to configure and even easier to retrieve lost files (which is the most important bit!).

    To backup the PM/SA Solution database, all you need to do is add the PracticeManager folder to your backup routine. The folder will be located at the following location for standard installations. Please note that the folder location may vary for network installations.

    For XP, the folder is in either
    – C:\Documents and Settings\All Users\Application Data\BTC or
    – C:\Documents and Settings\All Users\Application Data\BTCSoftware

    For Vista, Windows 7 and Windows 8, this folder is in either
    – C:\ProgramData\BTC or
    – C:\ProgramData\BTCSoftware

    Please note that the ‘ProgramData’ and ‘Application Data’ folders are by default hidden by Microsoft so you may not be able to browse to these folders. In this case, please unhide it by following these steps:-

    1. Click Start, go to Control Panel
    2. Click Classic View on the left -> Select Folder Options
    3. Go to View tab -> Make sure if the ‘Show hidden files and folders’ box is ticked

    DO NOT backup C:\Program Files\BTCSoftware. This just contains program files and is of no use when restoring your data.

  2. I have upgraded your PM/SA Solution product from 2013 to 2014. When I go to Tax Returns, I cannot see my completed returns for 2013. On the Tax Return Event screen, tick the ‘Include Completed’ check box to view completed tasks.
  3. What data is imported in BTC PM/SA Solution from other software? We import client standing data such as Names, Addresses, UTRs, and NI Number, Partner/Partnership associations, etc, from several other software packages. We can automatically import from Absolute, Drummohr, Forbes, Keytime, PTP and Digita. We also provide a general CSV file based import which can be used to import from other packages such as CCH, IRIS, Sage, etc.
  4. Does your software produce forms like 64-8, R40 and SA303? Yes, the 64-8, R40 and SA303 are currently available in our SA Solutions and more HMRC forms like them will be included shortly and available as a free upgrade for existing users.
  5. What data is rolled forward from previous year’s tax return created in PM/SA Solution? PM/SA Solution rolls forward the following:-
    • Supplementary schedules, e.g. Employment, Partnership, etc.
    • All drill down data detail, e.g. bank interest, pension payments, etc. Note that the actual amounts are set to zero
    • Bank account and Nominee details
    • Account and basis periods are automatically taken forward one year
    • Carry forward boxes such as Losses & Overlap Relief
    • Payments on account from last year
    • Various minor details such as eligibility for blind persons allowance, etc.
  6. When I open PM/SA Solution it tells me that there are new updates available. How do I install the updates on my computer and on the network?
    1. Visit the download page of our website and log in with your BTCSoftware email id and password
    2. Click on the download page
    3. Select your product and save the installation file on your desktop when it prompts you to do so
    4. Once the download is complete, double click the installation file and run the wizard
    5. During installation if your setup is on a network please ensure that the database location is pointed correctly to the BTCSoftware database on the server else keep the default location for standalone installations
    6. Once the wizard is complete open PM/SA Solution and, if required, it will automatically update the database. At this stage it will prompt you to ensure all users have logged out of SA Solution.
    7. For network setups once you have installed the updates on one computer you then need to repeat the installation on the other computers. You can either use a copy of the install pack downloaded in step 3 above or repeat the download procedure on each computer.
  7. I have upgraded to Microsoft Office 2010 and have noticed that your PM/SA Solution runs inconsistently. It crashes randomly, sometimes without giving an error message. This is a known technical problem with Microsoft Access Driver 2010. Microsoft’s latest 2010 Access Database Engine does not run consistently with .Net Applications with which our software is developed. We are not alone – other providers of .Net solutions are facing the same highly frustrating issue. For further information, click this forum link This problem has been reported to Microsoft and we are awaiting their response to resolve this.

    To fix this issue please click this link to download and install the Access Database Engine 2007.

  8. Every time I open Excel through Practice Manager, Excel gives me a security warning to Enable or Disable Macros. What should I do and how can I stop Excel asking it every time a PM session starts? To initiate the Corporation Tax session through Practice Manager you need to enable the macros. Tick the check box ‘Always trust macros from this publisher’ and click ‘Enable Macros’. This will stop Excel from prompting for macro permissions for our software.

CT Solution Express and CT Solution Advanced

  1. Which version of the product is for me? CT Solution Express was created in response to several user observations that the fully featured CT Solution Advanced product is just too complicated for their needs. If you use all the features of CT Solution Advanced you can end up with an Excel workbook containing over 17 Schedules spread over 50 worksheets! That is just a reflection of how comprehensive CT Solution Advanced is but if all you want to do is a simple Corporation Tax calculation and file a CT600 then using CT Solution Advanced is a bit like using a sledge hammer to crack a nut.

    That is where CT Solution Express comes in. It has been designed especially for use with smaller enterprises whose tax affairs are not complex. The adjustment of profits computation (including automatic calculation of capital allowances) and the calculation of corporation tax payable are all presented on one easy to use worksheet.

    CT Solution Express will prove invaluable to professional accountants (either in industry or in practice) who need to prepare the Schedule D Case I computation for a trading company and to calculate the resulting corporation tax liability (including the calculation of any marginal relief).

    The results are automatically transferred to an H.M. Revenue & Customs approved substitute form CT600 (Company tax return) which can either be printed for submission or submitted online to HMRC via the Government Gateway.

  2. I’ve installed CT Solution Express or CT Solution Advanced and loaded Excel but I cannot see the toolbars. For some unknown reason our toolbars are not always loaded when Excel is run for the first time after installing our software. The cure is simple, close Excel and start it again. The toolbars will load and will continue to load every time from now on.
  3. Why are my printouts blank? To ensure that the workbooks are printed correctly, we need to have control over the print process. This means that you have to use our print routines (rather than Excel’s) to preview and print the Tax Calculations and Return forms.

    You will find our print buttons on our toolbars and menus, or ribbons if you are using Excel 2007 or later. For example, to print a CT600 Tax Return in Excel 2007 or later, click on the Add-Ins ribbon and locate the BTC CT600 Solution group. Here click on Print BTC CT600 Solution Workbook. In earlier version of Excel, either locate the BTC CT600 Solution toolbar and click on the Print BTC CT600 Solution Workbook button, or select Tools->BTC CT600 Solution->Print from the Excel menu system.

    Once you have clicked the appropriate command button/menu item, you will be presented with a print dialog where you can control the print content.

  4. When do I have to type the client address into the CT600 form? HMRC guidelines state “The address fields on the CT600 form should only be completed if the address has changed from that shown on the notice to file. In fact, each time the address fields are completed, the return appears on a manual work list within the relevant HMRC department. We believe that some customers may be completing the address field with the same information shown on the CT603 causing an unnecessary delay in fully processing their return.”

    So, in short, only complete the company address fields if it is different to that shown on the CT603 notice to file.

  5. Why does your Corporation Tax software run within the Microsoft Excel environment? Microsoft Excel is a very powerful and familiar tool. By developing our software in the Excel environment we can provide you with an elegant solution which you will find easy and intuitive to use because of your familiarity with Excel.
  6. Which versions of Excel are supported? Our Corporation Tax software requires Microsoft® Office Excel 2007, 2010 (32 or 64 bit) or 2013 (32 or 64 bit). You must ensure that your Microsoft® Office software is kept up to date with all of the latest updates from Microsoft. Click here for details. Microsoft® Office Excel 2000, XP, 2003 Microsoft ended support for Microsoft® Excel 2000 on June 30th 2004, for Excel 2002/XP on July 11th 2006, and for Excel 2003 on April 8th 2014. Whilst our software should work fine on Microsoft® Excel 2000, 2002/XP and 2003, the withdrawal of Microsoft support means that we can no longer guarantee our software to work on Microsoft® Excel 2000, 2002/XP and 2003. This means that we may require you to upgrade to a later version of Microsoft® Excel should you encounter a problem with our software which we believe is related to the version of Microsoft® Excel you are running. Further, you need to be aware that using an unsupported computer program is a significant risk to your systems and data and you should consider an upgrade to avoid this risk.
  7. I get an error “429 – Active x component can’t create object” when trying to use the software This error is caused because one of the Windows system files is not installed correctly. This is very easy to fix as follows:-
    • Ensure Excel is closed
    • Click on the Windows Start menu button
    • Select the Run command
    • Type cmd into the Open box and click OK
    • At the prompt, type regsvr32 C:\WINDOWS\system32\scrrun.dll and press the Enter key. You will receive a message stating that the registration was successful.
    • At the prompt, type regsvr32 C:\WINDOWS\system32\vbscript.dll and press the Enter key. You will receive a message stating that the registration was successful.
    • Close the Cmd window
    • Open Excel and our software will work without giving this error
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                  No 'ladder' pricing that penalises you for being successful