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Recent Articles
Number of Active Jobs Displayed on Job Templates Table
Within Admin Centre > Applications > Customise Practice Manager > Job Templates, you can now see a count of how many active jobs are using...
rating 23 Mar, 2023 Views: 0
Recur Job Templates Using Job Instance
You can now create a recurring job using a template, but have the recurrence use the job instance details and not using the template settings, by...
rating 23 Mar, 2023 Views: 0
Customising the Client List Columns
Right click on one of the columns within the client list in Practice Manager to display a list of columns which you can select to display on your...
rating 23 Mar, 2023 Views: 0
Default Client List Views
You can create and manage default views within the Practice Manger clients screen to ensure you're seeing the information most pertinent to you and...
rating 23 Mar, 2023 Views: 1
Selecting All Clients in Practice Manager Client List
Should you need to make certain updates to all clients at one time, for example, to set a portfolio manager, or to archive or delete clients, you...
rating 23 Mar, 2023 Views: 0

Most Viewed
TaxCalc Release Notes 2023
Below are the Release Notes for TaxCalc 2023 releases. Click to see the Release Notes for 2013-2016 > 2017 > 2018 > 2019 > 2020 >...
rating 23 Mar, 2023 Views: 140542
What is a 1046 authentication error?
When you receive a 1046 error message in TaxCalc (as shown above), it means one of the following: HMRC hold different details to what has been...
rating 29 Jun, 2021 Views: 117490
Update to refunds made by HMRC
On 1st April 2015, HMRC updated their system to change the way they allocate repayments of overpaid tax. HMRC will only process the refund using...
rating 14 Feb, 2023 Views: 77678
Useful HMRC links and contact numbers
Personal Tax How to pay HMRC – Different ways to pay your Income Tax or Capital Gains Tax Online Services Helpdesk – Help signing up for...
rating 28 Jun, 2017 Views: 72921
How do I resubmit a return or file an amended return?
If, after making a successful submission, you need to make changes and file an amended return. Please see the video tutorial for a walk through of...
rating 05 Apr, 2022 Views: 53528