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How to allot shares in Taxcalc
In order to allocate shares against a particular person in Practice Manager, you first need to ensure that you have a relationship created for the shareholder. Please complete the following steps if you haven’t already done so: Launch Practice Manager. Double-click on the relevant...
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23 Oct, 2019
Views: 6051
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Keeping your account details up to date
It is important that your account details are kept up to date. These details are used to determine and verify the identity of your call. Without the correct or up to date contact details we cannot handle your call as efficiently as possible. Incorrect details can also cause issues administrating...
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23 Oct, 2019
Views: 5716
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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...
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14 Feb, 2023
Views: 5449
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GDPR Checklist - Records Management
RECORDS MANAGEMENT CHECKLIST Step 1 of 4: Management and organisational records management 1.1 Records management organisation Your business has defined and allocated records management responsibilities. You should assign lead responsibility for records management at a senior enough level to...
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30 Mar, 2023
Views: 5449
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Practice Manager - Sync with Companies House
Sync with Companies House gives you the ability to pull information from the Public Register into TaxCalc. For new limited company clients, TaxCalc can import the following data to create a new client in Practice Manager: Company Name Company Type Company Registration Number Registered...
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04 Apr, 2023
Views: 5039
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Getting Started with WorkFlow
WorkFlow is the enhanced integrated practice management solution everyone’s been waiting for. With TaxCalc’s Practice Manager (the enriched and renamed version of our trusted and popular Client Hub) working together with WorkFlow, you can take even more control of how your practice works by...
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23 Oct, 2024
Views: 5034
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How to archive or delete a Client/Contact
This article will go through the steps on archiving and deleting a client or contact in your TaxCalc database. Should you wish to restore an Archived Client/Contact please refer to our Knowledge Base article on: How do I restore an archived or deleted client? Please note: Deleting a...
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02 Mar, 2021
Views: 4904
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GDPR Checklist - Information security checklist
INFORMATION SECURITY CHECKLIST Step 1 of 5: Management and organisational information security 1.1 Risk management Your business identifies, assesses and manages information security risks. Before you can establish what level of security is right for your business you need to review the...
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31 Oct, 2019
Views: 4843
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How to fix the TaxCalc display when the High DPI settings are set incorrectly
In some cases users prefer to change the zoom settings in TaxCalc rather than their display settings, However, if too radical a change is made to the Advanced Display Settings (High DPI Support) the TaxCalc display can become garbled. Windows machines: In this case the registry setting that...
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22 Jan, 2026
Views: 4733
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How do I import a client from a tax return file?
TaxCalc can import data from previous tax years (for example TaxCalc 2022) from the tax return files so that you don't need to enter the same information for 2023 onwards. When you import a client using a tax return file, you're doing two things: Transferring a copy of the tax return into...
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20 Apr, 2023
Views: 4523
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What is Advanced Security?
Your TaxCalc customer account is currently accessed through an email address and password combination. These details are also used to license your software. The Advanced Security Settings increase the amount of security set on your account and make it harder for a third party to attempt to gain...
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24 Jun, 2025
Views: 4507
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How to reset the TaxCalc website password
If the password you are using to access the TaxCalc website does not allow you to log, in it will need to be reset. To do this, please complete the below steps. Go to www.taxcalc.com. Click on the Log in button at the top right. Select the Forgot your password? link. Enter...
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06 Oct, 2022
Views: 4173
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How to change from limited by guarantee to limited by shares and vice versa once a client has been set up.
1. In Practice Manager select the client and select Edit Client/Contact. 2. Select Company Information. 3. The Type of Company field is greyed out, which means it cannot be amended at present. 4. To be able to amend the Type of Company you must first delete any relationships setup. ...
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06 Sep, 2023
Views: 4006
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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...
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08 Nov, 2022
Views: 3951
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Setting User Security Roles
Practice and CloudConnect versions of TaxCalc allow multiple users to log in to the software. Each user is assigned to a Security Role which controls the level of permissions for any user assigned to it. A security role's permissions are defined when setting up the user or when editing the...
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23 Oct, 2024
Views: 3923
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