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Practice Manager
How do I use the Data Mine wizard?
The Data Mine wizard enables you to filter your entire client database by specific criteria. For example, you can search for anyone who is due to make a payment on account. You can access the Data Mine wizard in Administration, Report Manager or Mail Merge. Once you've created a data mine...
rating 17 Oct, 2019 Views: 17899
How do I create a Client Questionnaire?
To create a Client Questionnaire, follow these instructions: Ensure MS Word is not open. Open Practice Manager. 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...
rating 17 Oct, 2019 Views: 6106
How do I customise Practice Manager?
The main Practice Manager area is very flexible, allowing you to choose the information you see at a glance. Rather than displaying a simple client list, with client codes and names, you can display items such as the tax return status, Unique Taxpayer Reference (UTR) and details of when the latest...
rating 17 Oct, 2019 Views: 4780
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 Practice Manager from the home...
rating 17 Oct, 2019 Views: 3667
How do I setup a user?
When TaxCalc is set up on a network, each person who will be logging in needs to have their own user account. Only one person can be logged in as the admin user. If someone else tries to log in as the admin user at the same time, they will force the other person off the system. This SimpleStep...
rating 17 Oct, 2019 Views: 3395
How to change the Advanced Display Settings within TaxCalc if the software does not display as expected
TaxCalc has updated some of the components it uses behind the scenes. On some machines with particular graphics cards/drivers, or on Terminal Server configurations, the program may not behave as expected. On others the default scaling on High DPI screens may not display according to the user's...
rating 23 Oct, 2019 Views: 3102
Changes to officers don't update when I click on Refresh List
In instances where changes are made to relationships within Practice Manager, if an accounting period already exists, you will need to force a refresh for these changes to take place on the financial statements. To do this, you will need to go to the Officers page within Client Information and...
rating 27 Sep, 2019 Views: 2924
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 see the video below for information on getting started. Alternatively this has also been detailed below in writing. PLEASE NOTE: This...
rating 27 Sep, 2019 Views: 2920
64-8 Setup, Usage and Guidance
The below information will go through the process of applying for authorisation to act on behalf of your clients. The heading below will allow you to skip to the relevant section (if applicable): Completing the 64-8 form. What happens after successful activation of the 64-8? Potential issues...
rating 17 Oct, 2019 Views: 2363
How do I import a client from TaxCalc 2012?
TaxCalc can import client data from TaxCalc 2012 tax returns so that you don't need to enter the same information for 2013 onwards. When you import a client using a TaxCalc 2012 tax return, you're doing two things: Transferring a copy of the 2012 tax return into the TaxCalc database. ...
rating 17 Oct, 2019 Views: 2345

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