Knowledge Base - Practice Manager

Practice Manager

	Setting User Security Roles Practice and CloudConnect versions of TaxCalc allow multiple users to log in to the software. Each user is assigned to a Security Role which controls the level of permissions for any user assigned to it. A security role's permissions are defined when setting up the user or when editing the...
	23 Oct, 2024 Views: 3261

	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: 3149

	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: 3085

	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: 2631

	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: 2588

	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: 2552

	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: 2532

	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: 2482

	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: 2458

	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: 2428

	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: 2391

	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: 2368

	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...
	29 Apr, 2021 Views: 2289

	What happens to the TaxCalc Application when the licence expires and is not renewed? When the TaxCalc license 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...
	12 Oct, 2020 Views: 2252

	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: 2244