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...

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...

To create a Client Questionnaire, follow these instructions: Please note: you should ensure MS Word is not already open. Open Practice Manager Select Communications from the left-hand menu. Select Create Client Questionnaire from the left-hand menu. Click on Continue through to Criteria. ...

We are aware that on some machines with particular graphics cards/drivers or on Terminal Server configurations, the program may not behave as expected. Some users have reported blank screens and others have reported that the program will crash when trying to select a tax return or open a set of...

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...

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...

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...

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...

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...

The following steps should allow users to add a new user/machine to CloudConnect. There are three main steps. Set up a new user in the CloudConnect database Add TaxCalc to the computer Log in as the user for the first time Please Note: The following information will be required in...

Mail Merge allows you to export client data into Microsoft Word documents, including letters and forms. You can access Mail Merge via Practice Manager and Communications Centre (if you have the appropriate licence). You can review the video below for a step by step illustration of the process...

TaxCalc can automatically help you create a 64-8 and an engagement letter when you create and save a new client. If the engagement status of the client is New (shown under the Engagement screen),then TaxCalc will ask if you want to create a 64-8 and/or an engagement letter when you save the...

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...

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...

TaxCalc can import data from previous tax year (such as TaxCalc 2012) from the tax return files so that you don't need to enter the same information for 2013 onwards. When you import a client using a tax return file, you're doing two things: Transferring a copy of the tax return into the...