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Accounts Production
Getting started user guide (Practice Customers)
This guide gives you an overall picture on how to create new clients, set up the application and get started with Tax Return Production and Accounts . PLEASE NOTE: This article only contains basic information. Please contact support if you are unsure about any steps or need to do something...
rating 21 Mar, 2019 Views: 2011
Changes to officers don't update when I click on Refresh List
When you make changes to the officers in Client Hub, you must also refresh the list on the Officers page in the Client Information section. If you receive an error message after you click on Refresh List, this means that one or more of the directors are still selected in the postings or notes. ...
rating 16 Mar, 2016 Views: 1970
How do I print a trial balance?
To print a trial balance, follow these steps: Go to Accounts Production. Open the client in the applicable accounting period. Click on Reports. Select Trial Balance. Click on Export Report and select which format you would like to print the document in. This will display the current...
rating 25 Aug, 2016 Views: 1917
Can I add new account codes in Accounts Production?
Unfortunately you can't add your own account codes due to the tagging requirements specified by HMRC and Companies House respectively. Accounts Production provides a wide range of account codes to suit most requirements. However, if there are any codes you think we should add, please let us know....
rating 29 Mar, 2017 Views: 1800
How do I create relationships for directors, company secretaries and partners in Client Hub?
To create a relationship for a director, company secretary or partner who is listed in your client hub, complete the following steps: Launch Client Hub. Double-click on the relevant company/partnership. Click on Relationships. Click on Create Relationship. In the wizard, select the related...
rating 08 Jun, 2017 Views: 1593
How do I use the demo database?
The demo database allows you to practise using TaxCalc on a separate standalone database and trial its features without having to enter lots of data. To use the demo database, follow these steps: Start up the trial product in TaxCalc. Click on Notifications in the top right-hand corner. ...
rating 14 Mar, 2016 Views: 1562
How do I change an .xhtml file to .html?
TaxCalc produces files with the extension .xhtml. Before you send a file to HMRC, you must change the extension to .html. To do this, follow the instructions below. Windows 7 Browse to the file. Go to Organize > Folder and search options. Click on the View tab. Un-tick Hide extensions...
rating 31 Mar, 2017 Views: 1525
ERROR: Manual adjustments on the tax reconciliation note do not agree to the current tax charge.
If you get the following Check & Finish error in Accounts Production, it means that the Tax on Profit note needs to be reconciled. Go to Notes > Edit Notes > Tax on Profit note. The top section of the note gets auto-populated based on the postings you have already made. The bottom...
rating 02 May, 2018 Views: 1451
When should I renew my annual licence for my TaxCalc products?
Products for practice users run on a 12-month licence. When your licence is due to expire you'll receive a Licence Expiry Warning in the software and a button to Renew Licence, which will take you straight to the login page on the TaxCalc website. To check your renewal date, follow these steps: ...
rating 21 Mar, 2019 Views: 1430
What are the benefits of pre-ordering TaxCalc (Individual and Business users)?
If you're an Individual or Business customer, you can pre-order TaxCalc approximately 30 days before the update is released in late March. The benefits of pre-ordering TaxCalc are as follows: No extra cost. Avoid the Sales team at their busiest time. First to be notified of the release. ...
rating 21 Mar, 2019 Views: 1128

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