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Practice Manager
How do I use the demo database?
The demo database allows you to practise using TaxCalc on a separate standalone database and trial its features without having to enter lots of data. To use the demo database, follow these steps: Start up the trial product in TaxCalc. Click on Notifications in the top right-hand corner. ...
rating 23 Oct, 2019 Views: 1878
I am using Microsoft Office 2003 and Mail Merge does not seem to be working
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...
rating 11 Sep, 2018 Views: 1714
How do I import a letter template into Mail Merge?
To upload your own template into Mail Merge, follow these steps: Go to Practice Manager 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. ...
rating 23 Oct, 2019 Views: 1403
What do the EU VAT rules on digital services mean to me?
In January 2015 the European Union (EU) introduced legislation specifying that businesses supplying digital services to customers within the EU must charge VAT at the rate applicable in the country in which the service is ostensibly consumed. This also applies to businesses that themselves are...
rating 23 Oct, 2019 Views: 1342
How do I create a new client?
Before you are able to start working on a client within Tax, Accounts or VAT, you will need to create the client in Practice Manager to store the details against. This is because the work completed will need to be stored against a client in the database. In order to set up a new client, please...
rating 17 Oct, 2019 Views: 1196
What is Advanced Security?
Advanced security is only currently available to customers purchasing CloudConnect , however if this is something that you are interested in then please register your interest by contacting support. Your TaxCalc customer account is currently accessed through an email address and password...
rating 23 Oct, 2019 Views: 1110
How do I upgrade my TaxCalc practice software?
To understand some of the terms used on this page please read What is the difference between renewing, upgrading and updating my TaxCalc practice software?. You can upgrade your TaxCalc Tax Return Production or Accounts Production package to a different one at any time. If you're within 30 days...
rating 12 Feb, 2020 Views: 1106
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: 1062
Setting up a new machine or user on CloudConnect for the first time
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...
rating 24 Mar, 2020 Views: 1052
How do I use TaxCalc's Encrypted PDF tool?
Encrypted PDF is an add-on product provided by TaxCalc, that allows a return to be saved as a PDF document and then encrypted with a password. This encrypted PDF document will not open until the correct password has been entered. As the password is hard coded into the document itself, it will be...
rating 23 Oct, 2019 Views: 964
How do I use the Client Summary screen?
TaxCalc includes a Client Summary screen that allows you to manage and view your clients at a glance. This is a quick guide on how you can use this screen effectively. Open Practice Manager from the TaxCalc home screen and then double click on the client you wish to edit. Editing what you see ...
rating 17 Oct, 2019 Views: 940
How do I create a new report?
There are two ways to create a new report: Use an existing report as a starting point – if you just want to add a few additional columns to a report already provided. Create a new report from scratch – if an existing report doesn't cover what you require at all. To create a new report,...
rating 17 Oct, 2019 Views: 924
Contacts - getting started
With the release of our April 2017 update, we have introduced the concept of Contacts to Practice Manager. You can use Contacts to set up non client individuals and companies that your firm may not currently act for. These could include prospects, spouses, company secretaries, directors and so...
rating 17 Oct, 2019 Views: 912
How do I use Custom Fields?
TaxCalc allows you to create your own fields to appear within a client's record. Getting Started with Custom Fields To start using custom fields, you first need to create them within Admin Centre. Follow these steps to create a custom field: Select Admin Centre from the home screen. Click...
rating 17 Oct, 2019 Views: 873
What's the difference between renewing, upgrading and updating my TaxCalc software?
At TaxCalc we use the same terminology that's used across most software markets. Some of these expressions can seem similar so to avoid confusion, this page gives an explanation of each. Renewal If you're a user of our Accountancy Practice software, you'll be invited to renew your package 30...
rating 23 Oct, 2019 Views: 872

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