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Practice Management
How do I create a Client Questionnaire?
To create a Client Questionnaire, follow these instructions: Close MS Word. Open Client Hub. Select Mail Merge from the left-hand menu. Select Create Client Questionnaire from the left-hand menu. Click on Continue through to Criteria. Select the tax year from the drop-down menu. Tick one...
rating 04 Feb, 2016 Views: 4393
How do I edit an existing Mail Merge template?
Existing Mail Merge templates often include some practice-specific information that you need to complete. You'll see this highlighted in yellow when you create a Mail Merge document. You can edit this standard text for future use by following these steps: Open Client Hub from the home screen....
rating 23 Apr, 2018 Views: 3034
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: 2111
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: 2053
I am using Microsoft Office 2003 and Mail Merge does not seem to be working
TaxCalc does not support the use of Office 2003 for any TaxCalc integration. If you are planning on Importing or exporting summaries/accounts into TaxCalc, it is recommended that you have Microsoft Office 2010, 2013, 2016 or Office 365. PLEASE NOTE: TaxCalc cannot offer help with the use of...
rating 11 Sep, 2018 Views: 1670
How do I use Mail Merge?
Mail Merge allows you to export client data into Microsoft Word documents, including letters and forms. You can access Mail Merge via Client Hub. Open Client Hub from the home screen. Select Mail Merge from the left-hand menu. To start with you will see the standard filer (all clients) but...
rating 03 Feb, 2015 Views: 1659
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: 1628
Can I email my clients directly through Mail Merge?
You can't email your clients directly through Mail Merge. But if you use Outlook you can create an email document in Mail Merge and send it via Word. This will take a few minutes to set up, but the template and shortcut will make the process much quicker in future. First, create the document...
rating 16 Mar, 2016 Views: 1432
How do I import a letter template into Mail Merge?
To upload your own template into Mail Merge, follow these steps: Go to Client Hub from the home screen. Select Mail Merge from the left-hand menu. Select Create New Mail Merge. Enter Mail Merge Information (Name and Description) Select Client Selection. Click on Specific clients. Click...
rating 18 Mar, 2016 Views: 1062
How do I upgrade my TaxCalc practice software?
To understand some of the terms used on this page please read What is the difference between renewing, upgrading and updating my TaxCalc practice software?. You can upgrade your TaxCalc Tax Return Production or Accounts Production package to a different one at any time. If you're within 30 days...
rating 02 May, 2018 Views: 938

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