Knowledge Base - Practice Manager

Practice Manager

	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. ...
	04 Jul, 2022 Views: 3456

	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...
	24 Jan, 2024 Views: 3417

	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...
	06 Oct, 2022 Views: 3409

	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...
	25 Mar, 2025 Views: 3374

	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...
	27 Dec, 2019 Views: 2965

	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...
	27 Jul, 2020 Views: 2900

	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...
	25 Feb, 2025 Views: 2823

	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,...
	30 Mar, 2023 Views: 2722

	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...
	31 Oct, 2019 Views: 2717

	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...
	27 Jun, 2024 Views: 2684

	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,...
	02 Dec, 2024 Views: 2652

	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 >...
	17 Oct, 2019 Views: 2616

	How do I import data from SA800 to SA104 Partnership Pages (Practice User) If you're completing an Individual return where you have also prepared a partnership return, you can import the data into the SA104 pages in the tax return by following these steps. Firstly, you need to ensure that all of the required data is included within Practice Manager. Please check that...
	24 Sep, 2024 Views: 2596

	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...
	05 Nov, 2025 Views: 2574

	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...
	04 Apr, 2023 Views: 2570