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...

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....

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...

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...

To restore an archived client, follow these steps: Go to Practice Manager from the home screen. In the search panel at the top, click the down arrow and the drop-down will expand. Select Archived clients if available (see How to archive or delete a Client/Contact). If the client...

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...

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...

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...

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...

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...