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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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02 Dec, 2024
Views: 3887
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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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02 Dec, 2025
Views: 3675
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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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25 Mar, 2025
Views: 3634
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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: 3605
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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: 3515
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TaxCalc display is too large after update.
In the late 2017/early 2018 update, TaxCalc utilised a new component which more closely adheres to the Microsoft usability guidelines for display purposes. However, we have found that due to the wide variety of hardware and software in use (and tweaked user settings) this may not always display as...
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27 Dec, 2019
Views: 3290
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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...
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27 Jul, 2020
Views: 3150
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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...
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25 Feb, 2025
Views: 3109
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What happens to the TaxCalc Application when the licence expires and is not renewed?
When the TaxCalc licence expires, all of the content in the database becomes read-only. The application will not allow the user to edit, file or print tax returns or accounts. You will still be able to view your existing client list however their returns will be locked in a read only state until...
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05 Nov, 2025
Views: 2954
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Standard Security Roles
Practice and CloudConnect versions of TaxCalc support multiple user logins. These user accounts can have their permission levels set to specific 'user roles', which allows the TaxCalc Administrator (the admin user) greater control over what users can see and are allowed to edit. By default,...
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30 Mar, 2023
Views: 2948
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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,...
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02 Dec, 2024
Views: 2845
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Mail Merge - How to Preview the Output in Microsoft Word
Depending on which version of Microsoft Office you are running, there are different ways to display the output data that comes from the Mail Merge process. Word 2007, 2010, 2013 When the data appears on screen, you can choose which fields to include on the sheet by selecting on the drop-down...
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04 Apr, 2023
Views: 2834
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WorkFlow: Collateral
WorkFlow provides additional functionality to Practice Manager including advanced workflow and work management, dashboards and multiple offices. Within these three key areas of functionality there is plenty of flexibility to cater for the differing requirements in every practice. We have...
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27 Jun, 2024
Views: 2829
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How do I import my company details into Practice Manager from the HMRC Client list?
If you have moved over from the HMRC website to TaxCalc, you will be able to extract certain details into a CSV file and import this into TaxCalc to populate your client list. You can do this by following these instructions: Log in to your HMRC account. Go to Services you can use >...
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17 Oct, 2019
Views: 2795
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What is the Client Questionnaire?
The Client Questionnaire allows you to create a Word document for each personal client showing the previous year's income sources (including details from any wizards or schedules). You can only create a Client Questionnaire using supported versions of Word which can be found within System...
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29 Apr, 2021
Views: 2736
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