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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: 18183
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: 7223
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: 6557
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: 4964
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: 4730
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 18 Nov, 2020 Views: 4301
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: 4094
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: 3912
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 19 Aug, 2020 Views: 3550
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 Practice Manager. Open Practice Manager from the home screen. Select Mail Merge from the left-hand menu. To start with you will see the standard filter (all...
rating 17 Oct, 2019 Views: 2643
How do I import a client from a tax return file?
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...
rating 17 Jan, 2020 Views: 2587
How do I restore an archived or deleted client?
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...
rating 23 Oct, 2019 Views: 2537
How to create 64-8 and engagement letters for new clients?
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...
rating 23 Oct, 2019 Views: 2517
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: 2276
How do I define my own work status for accounts and tax work?
TaxCalc allows you to create your own work status for accounts, tax and VAT and Companies House Forms. To add your own status: Select Admin Centre from the home screen. Click on Applications on the left-hand side. Click on Practice Manager on the right side of the screen. Click on...
rating 17 Oct, 2019 Views: 2138

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