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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: 442
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 Word 2007, 2010 or 2013. You can use the Client Questionnaire to: ...
rating 27 Oct, 2015 Views: 399
How do I use custom tasks?
TaxCalc allows you to create your own tasks as well as using the defaults already within TaxCalc. Create a Custom Task Type Before you can use a task type within Task Manager, you need to add it to TaxCalc: Select Admin from the home screen. Click on Applications. Double-click on Client...
rating 01 Aug, 2018 Views: 361
How do I set up a report for current CT return work status, ordered by date?
To set up a report that shows the tax return status of all limited company clients sorted by Corporation Tax (CT) end date, rather than by filing status, follow these instructions: Open Client Hub. Select Report Manager from the left-hand menu. Double-click on Current CT Return work status. ...
rating 28 Oct, 2015 Views: 222
Setting up the Beta test version
In order to set up the Beta test version, you need to transfer a backup from your live system onto another computer to ensure that you have data to work with. The instructions required to do so are listed below. Live System Ensure all TaxCalc users are logged off of the software. Network...
rating 22 Feb, 2019 Views: 193
How to use the Consent Management feature within Client Hub.
This article will go through the steps on using Consent Management for GDPR. Step 1: Launch Client Hub Step 2: Select a Client/Contact you have created (Double – click on the client or right click on the client and click on Edit Client/Contacts). Step 3: Select Engagement from the left...
rating 18 May, 2018 Views: 124
How to identify if an associated task exists for the client?
A new icon next to the Action button (Cog icon) has been added to signify that an ‘Associated task exists. The Associated task icon will be displayed within Accounts Production, Tax Return Production and VAT Filer where the selected client and accounting period/return is associated with an...
rating 01 Aug, 2018 Views: 36

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