Knowledge Base - Practice Manager

Practice Manager

	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: 2701

	How to change from limited by guarantee to limited by shares and vice versa once a client has been set up. 1. In Practice Manager select the client and select Edit Client/Contact. 2. Select Company Information. 3. The Type of Company field is greyed out, which means it cannot be amended at present. 4. To be able to amend the Type of Company you must first delete any relationships setup. ...
	06 Sep, 2023 Views: 2667

	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: 2495

	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: 2330

	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: 2267

	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: 2220

	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: 2208

	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: 2193

	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: 2192

	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: 2128

	Importing a Tax Return stored as a file into the Database TaxCalc defaults the tax returns to be stored in the central database. If you’re using a standalone or network version, you have the option to store your returns either in a local database or in regular files. We do not recommend this as it may cause potential duplication of data, particularly...
	09 Mar, 2023 Views: 2128

	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: 2072

	How do I upgrade my TaxCalc practice software? To understand some of the terms used on this page please read What is the difference between renewing, upgrading and updating my TaxCalc practice software?. You can upgrade your TaxCalc Tax Return Production or Accounts Production package to a different one at any time. If you're within 30 days...
	12 Feb, 2020 Views: 1936

	GDPR Checklist - Records Management RECORDS MANAGEMENT CHECKLIST Step 1 of 4: Management and organisational records management 1.1 Records management organisation Your business has defined and allocated records management responsibilities. You should assign lead responsibility for records management at a senior enough level to...
	30 Mar, 2023 Views: 1917

	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: 1904