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Practice Manager
Getting Started with Practice Manager Plus
Practice Manager Plus is the enhanced integrated practice management solution everyone’s been waiting for. With TaxCalc’s Practice Manager (the enriched and renamed version of our trusted and popular Client Hub) working together with Practice Manager Plus, you can take even more control of how...
rating 06 Mar, 2020 Views: 853
How do I add a familiar salutation to Mail Merge letters?
It's now easier to add a personal touch to your Mail Merge letters. When you create a new client, you'll be asked for a Friendly Salutation. If you enter one, Mail Merge will use this instead of the standard 'Dear Mr/Mrs Smith', and so on. To add a friendly salutation to a new or existing...
rating 23 Oct, 2019 Views: 818
Practice Manager - Sync with Companies House
Sync with Companies House gives you the ability to pull information from the Public Register into TaxCalc. For new limited company clients, TaxCalc can import the following data to create a new client in Practice Manager: Company Name Company Type Company Registration Number Registered...
rating 17 Oct, 2019 Views: 818
Keeping your account details up to date
It is important that your account details are kept up to date. These details are used to determine and verify the identity of your call. Without the correct or up to date contact details we cannot handle your call as efficiently as possible. Incorrect details can also cause issues administrating...
rating 23 Oct, 2019 Views: 790
Replacement of 0845 numbers with 0345 ones
We have now fully replaced our 0845 numbers with 0345 equivalents. We have switched only the initial two digits in every case so, for example, our main support line has changed from 0845 5190 882 to 0345 5190 882. Almost all customers will pay slightly less for a call to these numbers than they...
rating 23 Oct, 2019 Views: 778
The TaxCalc Hub Setup Wizard
When starting TaxCalc for the first time you will be prompted to go through the TaxCalc Hub Setup Wizard. This article will walk you through this first time Wizard to ensure the program is correctly configured. You do not need to complete the information in the wizard and can simply click...
rating 23 Oct, 2019 Views: 775
How to allot shares in Taxcalc
In order to allocate shares against a particular person in Practice Manager, you first need to ensure that you have a relationship created for the shareholder. Please complete the following steps if you haven’t already done so: Launch Practice Manager. Double-click on the relevant...
rating 23 Oct, 2019 Views: 749
How do I use Services Rendered?
You can use TaxCalc to help you keep track of the services that you offer to your clients, as well as the usual fees charged to them. Adding, editing or deleting services TaxCalc provides several default services, but you can change these by deleting, editing or adding your own. Select...
rating 24 Mar, 2020 Views: 733
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,...
rating 07 Feb, 2020 Views: 720
How do I run a report?
To run a report, follow these instructions: Open Practice Manager. Select Report Manager from the left-hand menu. Highlight the report you want to run. Select Run Report from the left-hand menu. NOTE: Don't double-click on the report as this will open it for editing.
rating 17 Oct, 2019 Views: 661
Assigning Tasks to Accounts, Tax returns and VAT returns
Using Task Manager, you can assign tasks to sets of accounts, tax returns and VAT returns. You can also set reminders for the due date and the start date of the task. You can do this by following these steps: Launch Practice Manager. Click on Work Management on the left menu. Click on Create. ...
rating 17 Oct, 2019 Views: 656
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...
rating 27 Dec, 2019 Views: 645
How do I add the Tax Status column in Practice Manager?
The tax status of clients is no longer shown by default but you can add this column by following these instructions: Open Practice Manager. Click on View in the top menu bar. 3. Select Customise your Client List from the drop-down menu. 4. In the Customising your Client List window,...
rating 24 Mar, 2020 Views: 627
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: 627
How to fix the TaxCalc display when the High DPI settings are set incorrectly
In some cases users prefer to change the zoom settings in TaxCalc rather than their display settings, However, if too radical a change is made to the Advanced Display Settings (High DPI Support) the TaxCalc display can become garbled. In this case the registry setting that control the High DPI...
rating 27 Dec, 2019 Views: 618

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