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TaxCalc vs TaxPlanIQ

What both publish

FactTaxCalcTaxPlanIQ
Company historyTaxCalc says the product began in 1983 when Which? released its first version for the BBC Model B.TaxPlanIQ says it has operated since 2020 and has served more than 1,200 firms.
Founded19832020
IntegrationsAccounts Production imports year-end trial balances from Xero, QuickBooks or FreeAgent and can export journals and adjustments back.TaxPlanIQ Projections says it can upload a prior-year Form 1040 from any tax preparation software; the page does not name specific integrations.
Intended usersTaxCalc says its products serve accountancy practices, in-house finance teams, sole traders and individuals across the UK.The product is presented for tax and accounting firms, financial advisors, RIAs, and CFPs.
SupportThe company says every licence includes unlimited UK-based support from accountancy-trained specialists by phone and email, Monday to Friday.The pricing page lists support by chat, email, and phone; the contact page gives phone hours as Monday through Friday, 8 a.m. to 5 p.m. CST.

TaxCalc plans

  • TaxCalc 2026 Individual 6£42 a year
  • Engager Practice Management — up to 5 clients£9 a month
  • Self Assessment tax software£42, paid once
  • Accounts Production 12£164 a year
  • Individual 12£187 a year

TaxPlanIQ plans

  • Basic$397 a month
  • Standard$697 a month
  • Growth$997 a month

Pick TaxCalc if…

TaxCalc may suit UK accountancy practices, in-house finance teams, sole traders and individuals preparing returns or statutory accounts. Its product range includes support for self-employment and investment income.

Pick TaxPlanIQ if…

TaxPlanIQ suits accounting and financial advisory firms building client tax plans. It is useful for teams combining projections, strategy recommendations, and branded client deliverables.

Charts they share