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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: 3308
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Getting Started with Practice Manager Plus
Practice Manager Plus 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 Practice Manager Plus, you can take even more control of how...
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21 Dec, 2023
Views: 3104
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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: 3011
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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: 2911
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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: 2854
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How do I define my own work statuses?
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...
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24 Jan, 2024
Views: 2783
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Can I email my clients directly through Mail Merge?
You can't email your clients directly through Mail Merge, but you can create an email document in Mail Merge and send it via MS Word. This will take a few minutes to setup, but the template and shortcut will make the process much quicker for future use. First, create the document in Mail...
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03 Dec, 2021
Views: 2776
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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. ...
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04 Jul, 2022
Views: 2765
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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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01 Jul, 2021
Views: 2531
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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: 2455
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How do I import a letter template into Mail Merge?
When using the TaxCalc software, you may already have pre-established templates that you use for contacting you clients via email or post. This article will run through how to import your pre-existing templates and also modify the content to pre-populate data available. If you have pre-existing...
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14 Jan, 2022
Views: 2444
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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: 2268
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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. In this case the registry setting that control the High DPI...
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27 Dec, 2019
Views: 2262
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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: 2223
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How to create a Job Template
For Jobs that are regular in nature and workflow despite being for different clients, such as producing accounts, you can create and apply a Job Template which can be used to auto-populate certain selections for the Job and related Tasks. We have provided some default templates for Annual...
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01 Nov, 2023
Views: 2063
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