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For Accountancy Practices and Tax Advisors For Individuals, Businesses, Trusts, and Partnerships
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Practice Management
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 Client Hub on the right side of the screen. Click on Customise...
rating 22 Feb, 2019 Views: 899
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 21 Mar, 2019 Views: 741
How do I add a familiar salutation to Mail Merge letters?
It's now easier to add a personal touch to your Mail Merge letters. When you create a new client, you'll be asked for a Friendly Salutation. If you enter one, Mail Merge will use this instead of the standard 'Dear Mr/Mrs Smith', and so on. To add a friendly salutation to a new or existing...
rating 23 Feb, 2019 Views: 715
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 01 Aug, 2018 Views: 695
Replacement of 0845 numbers with 0345 ones
We have now fully replaced our 0845 numbers with 0345 equivalents. We have switched only the initial two digits in every case so, for example, our main support line has changed from 0845 5190 882 to 0345 5190 882. Almost all customers will pay slightly less for a call to these numbers than they...
rating 19 Nov, 2015 Views: 668
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 16 Mar, 2016 Views: 662
How do I add the Tax Status column in Client Hub?
The tax status of clients is no longer shown by default but you can add this column by following these instructions: Open Client Hub. Click on View in the top menu bar. Select Customise your Client List from the drop-down menu. In the Customising your Client List window, highlight the...
rating 18 Mar, 2016 Views: 574
How do I run a report?
To run a report, follow these instructions: Open Client Hub. Select Report Manager from the left-hand menu. Highlight the report you want to run. Select Run Report from the left-hand menu. NOTE: Don't double-click on the report as this will open it for editing.
rating 28 Oct, 2015 Views: 533
I cannot locate the ‘Quick Setup’ option for new clients?
The ‘Quick Setup’ option previously accessed through Create New Client / Contact in Client Hub has been renamed to Finish. The Create New Client / Contact wizard continues to allow you to add a basic client record about the client / contact before you can start to work on your client /...
rating 28 Dec, 2018 Views: 529
What is TaxCalc Hub?
Hub is the intelligent platform underpinning TaxCalc, Accounts Production, VAT & Company Secretarial. It comes free with your practice software and installs automatically with it. Hub is the central platform on which all your TaxCalc products sit. It shares information to minimise...
rating 15 Sep, 2017 Views: 499

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