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How can I use Multiple Dashboards?
You can create multiple dashboards containing different widgets for Practice Management, Tax Return Production and Accounts Production. You can also set default dashboards that can be shared to individual users as well as groups of users. Dashboards can be duplicated and customised to suit...
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09 Mar, 2020
Views: 428
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How to setup a Task to notify a user
You can setup your Tasks within a Job to notify users so that when one Task is complete, the next Task begins and notifies the user assigned to the Task. In this scenario we will set a Task to complete and notify a user that the status has changed: From the Job navigate to the relevant Task. ...
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17 Oct, 2019
Views: 422
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How do I get notified that a Job or Task has been assigned to me?
Jobs and Tasks can be assigned to different users. For example, if you're running a Tax Return Job, User A might be assigned to the Task, 'Prepare Tax Return', and User B might be assigned to the next Task, 'Review Tax Return'. By default, users are automatically notified when a Job or Task is...
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17 Oct, 2019
Views: 412
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Do I have to use a predefined Job Template or can I create my own?
You can use the TaxCalc predefined Job Templates, or you can create your own to customise them to your specific requirements. You can also duplicate an existing predefined Job Template and make any changes to fit in with your practice.
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04 Apr, 2023
Views: 408
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Completing Tasks out of Sequence
You can complete tasks in any order. Checklist Tasks A checklist item has only two states, Planned or Completed. To complete a checklist item simply open the Job and from the Tasks tab, tick the completed item. You can tick them off in any order. Completing all items will automatically complete...
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04 Jul, 2023
Views: 407
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Data Mining for clients using Accounting and/or Corporation Tax values
The Data Mine Wizard contains categories for Annual Accounts and Corporation Tax conditions. When either category is expanded, the user has the option to choose conditions from the Latest period or All periods sub-categories: Latest period: When conditions are selected from this category, on...
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27 Jun, 2024
Views: 370
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The Linked Work Status for 2019 Tax Returns not appearing within Task Management?
It has been reported that in some situations the Linked Work Status for 2019 Tax Returns is not being displayed for a client’s Task within Task Management. This issue is under investigation and is currently scheduled to be resolved within the next release.
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23 Oct, 2019
Views: 351
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Notifications in TaxCalc
TaxCalc has a notifications area shown on the title bar which alerts you to any issues that require your attention. This notifications area can also be used to contact the TaxCalc Support Team, send a return to us and check licence usage details. If your notifications area has a number beside it,...
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07 Dec, 2023
Views: 348
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Is it possible to filter the Work Management list by "Work Item Status" for certain jobs where I do not process the work within TaxCalc, e.g. Payroll?
You can filter the Work Management list by Work Item Status for Non-TaxCalc Work, for example Payroll. In Admin Centre > Applications > Practice Manager/WorkFlow select Activity Types from the left-hand menu. Select the Activity Type from the list and click Edit. From the Edit Activity...
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27 Jun, 2024
Views: 339
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Viewing a Client's Communications Activity
Within a client’s record, Communications Activity allows you to view the correspondence you have sent to clients. You can see the messages sent out to clients, who they were sent to, when they were sent and who in the practice sent them. This is particularly important for Practices to be able...
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13 Feb, 2024
Views: 338
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Viewing the Most Recent Note for a Job or Task
Within Work Management users can view the most recent note added against a Job or Task by highlighting it in the table and viewing the “Most Recent Note” section in the right hand panel. Simply click on the Job or Task within the Work Management screen and review the information on the...
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13 Feb, 2024
Views: 333
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TaxCalc - Customer Charter and Code of Conduct
We have produced our customer charter and code of conduct, where you will find information about our commitment to our customers and how we approach Supporting each and every one.
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21 Dec, 2020
Views: 300
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Due Date Column Colours in Work Management
In the Work Management screen, you will see that the Due Date columns are categorised by colours. Here's what the colours mean: Red - means that the Job/Task is Overdue Orange - means that a reminder has been set for the Job/Task and the date is now in the reminder window
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07 Dec, 2023
Views: 300
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Why is the Custom User Role not displaying the User on the Client Record?
If you have followed these steps: Created a Custom User Role in Admin Centre Assigned Users to the Role against the Client Record Created a Job Template with the Custom User Role set in the Job Assignee field Applied the Job Template to the Client Yet, the Job Assignee is still showing as...
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27 Jun, 2024
Views: 299
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Can I Delete a Task?
Within Work Management you can delete singular or multiple tasks. Deleting a single Task: In Practice Manager > Work Management, select the Task you want to delete. From the left hand menu select Delete. The following message is displayed, ‘This action will delete the task. To confirm...
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01 Nov, 2023
Views: 298
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