Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Client Hub
Practice Management
VAT Filer
Anti-Money Laundering
Support home
Hot Topics
SimpleStep Guides
Release Notes
Known Issues

HMRC Status
Useful Links
MTD for Agents MTD for Businesses What is MTD
Agent Services Account
MTD for Income Tax
Digital Record Keeping
Quarterly Updates
Step-by-step Guide
HMRC's MTD Timeline
TaxCalc's MTD Journey

Accountancy Practices and Tax Advisors
Practice Management
Client Hub
Companies House Integration

AML Centre

AML Identity Checking
GDPR Centre  
Tax Return Production
Vat Filer

Accounts Production

Company Incorporator
Companies House Forms
eSign Centre

Practice Management
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: 769
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: 730
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: 719
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: 684
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: 679
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: 585
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: 550
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: 536
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: 505
How do I set up a report for SA work status sorted by client name?
To set up a report that shows the tax return status of all clients sorted by client name, rather than by filing status, follow these instructions: Open Client Hub. Select Report Manager from the left-hand menu. Double-click on Current SA Tax Return work status. Select Report Information from...
rating 28 Oct, 2015 Views: 493

Prev Next
1 2 3