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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...
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12 Feb, 2020
Views: 2239
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How do I use TaxCalc's Encrypted PDF tool?
Encrypted PDF is an add-on product provided by TaxCalc, that allows a return to be saved as a PDF document and then encrypted with a password. This encrypted PDF document will not open until the correct password has been entered. As the password is hard coded into the document itself, it will be...
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23 Oct, 2019
Views: 2231
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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...
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30 Mar, 2023
Views: 2223
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Mail Merge - How to Preview the Output in Microsoft Word
Depending on which version of Microsoft Office you are running, there are different ways to display the output data that comes from the Mail Merge process. Word 2007, 2010, 2013 When the data appears on screen, you can choose which fields to include on the sheet by selecting on the drop-down...
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04 Apr, 2023
Views: 2173
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How to create a Job
You can create a Job for ad hoc work without using a template. This will be useful for a collection of tasks where the workflow is specific to that Job only. For Jobs that are regular in nature and workflow, such as accounts and tax, you will probably want to create and apply a template that can...
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27 Jun, 2024
Views: 2164
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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...
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23 Oct, 2019
Views: 2077
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How do I create a client portfolio?
Before you can establish a client portfolio for different users within Practice Manager, you need to make sure that the users have been set up correctly within Admin. Go to Admin > Users and check how many users appear. If there is only one user (the default will be hub admin), then read...
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23 Oct, 2024
Views: 2064
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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,...
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17 Oct, 2019
Views: 2014
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How to activate client restriction?
It is possible to assign specific clients to specific users within the database by placing client restrictions. This will restrict a user from viewing certain client/s. This can be done in the user's settings. In order to set the client restriction, Launch Admin Centre > Users > Edit User...
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05 Dec, 2024
Views: 1986
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GDPR Checklist - Data sharing and subject access checklist
DATA SHARING AND SUBJECT ACCESS CHECKLIST Step 1 of 5: Data sharing governance 1.1 Data sharing policy Your business has communicated policies, procedures and guidance to all staff that clearly set out when it is appropriate for them to share or disclose data. Your policies, procedures and...
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30 Mar, 2023
Views: 1843
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How do I use the Client Summary screen?
TaxCalc includes a Client Summary screen that allows you to manage and view your clients at a glance. This is a quick guide on how you can use this screen effectively. Open Practice Manager from the TaxCalc home screen and then double click on the client you wish to edit. Editing what you see ...
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02 Dec, 2024
Views: 1828
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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...
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31 Oct, 2019
Views: 1824
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How to import/restore tax return files when moving from the personal to practice interface?
Your tax returns are still present within your folder structure. The practice version of TaxCalc utilises a database to store your data instead of individual tax return files. You simply need to import your returns into the database. Locate your Tax return files. Before starting ensure you know...
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29 Mar, 2022
Views: 1766
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How to use Services in Practice Manager
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. The services you offer as a practice generally can be created in Services Offered in Admin Centre and you can specify which of these will be taken up by clients...
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27 Jun, 2024
Views: 1694
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What is TaxCalc Hub?
Hub is the intelligent platform underpinning TaxCalc, Accounts Production, VAT, Company Secretarial & many more! 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...
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04 Apr, 2023
Views: 1686
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