In Engager, we've always had a Year End failsafe, whereby you can't mark a Year End job as 'complete' unless the dates have updated with Companies House.
This prevents any problems and fines that could occur if a set of accounts is missed.
We've taken this even further now, with the integration with TaxCalc being able to extend these safe guards. Using the TaxCalc integration, Engager checks TaxCalc to confirm that the CT600 or SA100 has been filed before the job can be completed in Engager.
If like many of our clients, you combine the annual accounts job with Companies House with the CT600 filing with HMRC, you can still benefit from both our original safe guarding feature, but now with the added CT600 protection.
This check uses the TaxCalc integration, so make sure Settings > Integrations > TaxCalc shows that you have authorised Engager.app to communicate with TaxCalc.
Turn on the TaxCalc check for a service
- Head to Settings > Jobs > Services, then locate your Year End / CT600 or SA100 job and select the pencil icon in the Actions column. This opens Edit service.
- Head down to Taxcalc work item type: to be presented with your options: Year-end accounts, Self-assessment tax return or Corporation tax return. Its hint reads “Engager will check this task type in TaxCalc to confirm it has been filed whenever this service is completed.”
- Select the relevant choice from there and select Save at the bottom of Edit service.
Please note: If you have combined your processes so that you file the CT600 to HMRC with the Annual Accounts to Companies House at the same time, and you've edited the original 'hard coded' service in Engager, please use Corporation tax return as we're already cross-referencing the dates on Companies House, so it's just the CT600 you need to check.
You can now apply the same for your SA100 job in Engager, using Self-assessment tax return.