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Practice Manager
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: 991
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...
rating 05 Nov, 2020 Views: 980
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: 970
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: 956
How to create and apply 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...
rating 05 Nov, 2020 Views: 934
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...
rating 29 Apr, 2021 Views: 916
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: 876
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: 856
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: 856
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: 821
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: 814
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 Click on the Log in button at the top right. Select the Forgot your password? link. Enter...
rating 05 Mar, 2021 Views: 806
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: 800
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 04 Aug, 2020 Views: 759
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: 754

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