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Practice Manager
How do I change addresses for individual or multiple clients?
You can add a new client address by using the Global Address Book or Find Client Address. Either is useful when you have a couple with the same address or an address that is used often throughout your clients. Global Address Book To change a client's address using the Global Address Book,...
rating 17 Oct, 2019 Views: 610
Importing a Tax Return stored as a file into the Database
Tax Returns can be stored outside of the database, but on occasion you may wish to import them into the database. This has the advantage of not being reliant on the machine you are using and being able to see the tax return file location, as the data is stored in the database, it is always...
rating 23 Oct, 2019 Views: 584
Dashboards and Widgets
Introduction to Dashboards Dashboard is a collection of widgets that can be added, removed and grouped to enable fast navigation to relevant information. Dashboard is designed to show data in a simplified structure, enabling greater efficiency. You can create multiple dashboards containing...
rating 24 Oct, 2019 Views: 573
I cannot locate the ‘Quick Setup’ option for new clients?
The ‘Quick Setup’ option previously accessed through Create New Client / Contact in Practice Manager has been renamed to Finish. The Create New Client / Contact wizard continues to allow you to add a basic client record about the client / contact before you can start to work on your client /...
rating 17 Oct, 2019 Views: 570
How do I use Client Notes?
You can use Client Notes to add notes against a client for future reference. Adding a note You can add a note to a client's record in TaxCalc in one of three ways: Edit an existing client and use the Notes screen. Right-click on a client within Practice Manager and choose Add Note. Click...
rating 17 Oct, 2019 Views: 565
How do I link individual clients to a partnership?
Once you've created relationships in Practice Manager, you can link individual clients to a partnership by following these steps: Check that all of your clients (and the relationships) contain a Unique Tax Reference (UTR). Open the partnership client in Tax Return Production. Open the...
rating 17 Oct, 2019 Views: 561
What is TaxCalc Hub?
Hub is the intelligent platform underpinning TaxCalc, Accounts Production, VAT & Company Secretarial. It comes free with your practice software and installs automatically with it. Hub is the central platform on which all your TaxCalc products sit. It shares information to minimise...
rating 15 Sep, 2017 Views: 558
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...
rating 23 Oct, 2019 Views: 557
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 Practice Manager. Select Report Manager from the left-hand menu. Double-click on Current SA Tax Return work status. Select Report...
rating 17 Oct, 2019 Views: 556
How do I upgrade my licence? (Practice users)
If your requirements for the system change whilst you have an active license, it may be best to clarify your yearly requirements with a member of our Sales team. The reason for this is that the licences purchased will activate for a 12 month period and therefore you should consider what you will...
rating 23 Oct, 2019 Views: 546
How do I add my own activity types?
You can add own activity types by following these steps: Click on Admin Centre from the home screen. Select Applications from the left-hand menu. Click on Practice Manager. Click on Customise Practice Manager on the left. In the customisation screen, click on Client and Non-Client activity...
rating 06 May, 2020 Views: 537
How to manage Portfolios
It is possible to assign specific clients to specific users within the database. This can be done in the user's settings. In order to set the client restriction, go to Administration > Users > Edit User > Client Restriction. Select if the user is to have access to All Clients or...
rating 17 Oct, 2019 Views: 511
Can I run TaxCalc on Linux?
The TaxCalc application is now available on Linux for Individual and Standalone practice users. We are currently developing a network version which will be available in the future. As for now, you are able to have a LINUX machine as one of the additional machines if a windows machine acts as the...
rating 19 Mar, 2020 Views: 487
How long will my trial product last?
Trial versions are active for 14 days for Tax Return Production, Accounts Production, VAT Filer and Companies House Forms. A trial of Practice Manager is automatically included. If your trial has expired or should you wish to set up a trial please contact Sales on 0345 5190 883. You can find...
rating 17 Oct, 2019 Views: 485
GDPR Checklist - Controllers and Processors
CONTROLLERS AND PROCESSORS CHECKLIST Controllers Checklist Processors Checklist Step 1 of 4: Lawfulness, fairness and transparency 1.1 Information you hold: Your business has conducted an information audit to map data flows. You should organise an information audit across your business or...
rating 31 Oct, 2019 Views: 474

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