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Accounts Production
How do I create relationships for directors, company secretaries and partners in Practice Manager?
To create a relationship for a director, company secretary or partner who is listed in Practice Manager, complete the following steps: Launch Practice Manager. Double-click on the relevant company/partnership. Click on Relationships. Click on Create Relationship. In the wizard, select the...
rating 17 Oct, 2019 Views: 2711
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 23 Oct, 2019 Views: 2293
How are software enhancements and issues prioritised at TaxCalc?
Every piece of software in every sphere will always have a list of outstanding enhancement requests and issues. We are fortunate that the list for TaxCalc is brief by industry standards and we are able to cover most things on a fairly short cycle due to our above average release frequency....
rating 07 Aug, 2019 Views: 2251
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: 2233
How to Add/Remove Watermark on Accounts Production
A watermark can be added or removed from a report within the Accounts Production application. The functionality is similar to that of the Tax Return feature. To add a watermark; Open up a set of accounts Go to Reports Tick the option 'Would you like to add a watermark?' There are...
rating 08 Jul, 2019 Views: 2046
How do I change an .xhtml file to .html?
TaxCalc produces files with the extension .xhtml. Before you send a file to HMRC, you may need to change the extension to .html. To do this, follow the instructions below. Windows 10/8 Browse to the accounts file in File explorer. Click on View at the top of the screen. Ensure that you have...
rating 06 Nov, 2019 Views: 2015
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 07 Feb, 2020 Views: 1963
What financial statements can I generate in Accounts Production?
You can use Accounts Production to generate the following financial statements: Sole trader accounts: with a Profit & Loss account and balance sheet with an Income & Expenditure account Partnership accounts Limited Liability Partnership accounts Small Limited Company...
rating 27 Dec, 2018 Views: 1943
Why can't I edit the notes to the accounts?
If you can't edit notes to the accounts, the accounting period may be locked. Follow these steps to unlock it: Click on the Check and Finish menu. Select Unlock Accounting Period. NOTE: It's good practice to lock the accounting period once your client has approved the accounts.
rating 07 Jul, 2015 Views: 1840
Memorandum and Articles of Association
The following documents are completed when forming a company: Memorandum of Association. This is a legal statement signed by all initial shareholders agreeing to form the company. In the case of a company that is to be limited by shares, the memorandum will also provide evidence of the...
rating 18 May, 2021 Views: 1676
How do I rename account codes on a global basis?
TaxCalc has implemented the option to enable you to rename the nominal codes on a global basis. This is an easier way for you to rename nominal codes in the chart of accounts for all of your clients. The following instructions detail how to rename the nominal codes. Browse to Admin Centre. ...
rating 27 Aug, 2019 Views: 1629
TaxCalc integration with Xero
Please note: Xero functionality requires users to be on version 11.16.121 or higher. Please go to Help > About to verify your software version and update as required, to continue to use the integrations with Xero. Introduction Importing a Xero Trial Balance Video Step by Step Guide Flow...
rating 15 Sep, 2021 Views: 1598
How do I move an Accounts Production client from one TaxCalc database to another?
If you have the Accounts Production module with TaxCalc, all of the information is retained in the database and therefore there is no easy way to move the information for one client from one machine (database) to another. You can move a client into a different database (or new machine) but this is...
rating 17 Oct, 2019 Views: 1590
2-Way TaxCalc integration with QuickBooks
In the 2019 release of TaxCalc, there has been added functionality to the QuickBooks Online integration. With the 2- way integration, not only can you import a trial balance directly in to a specified year-end into the Accounts Production module, but you can now also post journals back into...
rating 04 Aug, 2020 Views: 1525
How to allot shares in Taxcalc
In order to allocate shares against a particular person in Practice Manager, you first need to ensure that you have a relationship created for the shareholder. Please complete the following steps if you haven’t already done so: Launch Practice Manager. Double-click on the relevant...
rating 23 Oct, 2019 Views: 1486

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