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Customising Columns in Work Management
Within the Work Management screen, default columns are displayed. You can modify the columns displayed, as well as the positioning of each column. Within Work Management right click on the column headings section. A list is displayed which shows all the column options available. Select the...
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02 Dec, 2024
Views: 481
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How to identify if an associated task exists for the client?
A new icon next to the Action button (Cog icon) has been added to signify that an ‘Associated task exists. The Associated task icon will be displayed within Accounts Production, Tax Return Production and VAT Filer where the selected client and accounting period/return is associated with an...
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01 Aug, 2018
Views: 449
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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: 438
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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: 437
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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: 437
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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: 418
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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: 415
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How can I access Engager from TaxCalc?
If you are a customer on our Cloud platform, TaxCalc now offers the ability to access Engager from within Practice Manager, when the link between TaxCalc and Engager has been enabled. How do I link TaxCalc to Engager? Log in to Engager.app with your usual Engager user ID and password ...
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15 Dec, 2025
Views: 405
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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: 393
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Getting Started with Email Login Setup
TaxCalc’s Email Login Setup allows you to use a unique email address to login and access TaxCalc, making your login credentials more secure. TaxCalc’s Getting Started with Email Login Setup Guide will show you how to: Login to TaxCalc with your unique email address as an Admin user. ...
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24 Sep, 2025
Views: 389
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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: 383
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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: 376
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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: 369
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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: 357
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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: 354
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