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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.
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17 Oct, 2019
Views: 1055
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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: Open and edit an existing client and use the Notes screen. Right-click on a client within Practice Manager and choose Add Note....
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15 Feb, 2023
Views: 1039
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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. ...
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17 Oct, 2019
Views: 1015
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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: 937
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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...
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23 Oct, 2019
Views: 916
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Practice Manager Plus - Feature Overview and Getting Started
Practice Manager Plus is our enhanced integrated practice management solution. With TaxCalc’s Practice Manager Plus you can take even more control of how your practice works by creating, customising and co-ordinating all your Jobs and Tasks in just a few simple steps. Whether you’re a new or...
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04 Apr, 2023
Views: 883
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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: 867
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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...
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29 Mar, 2022
Views: 850
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How to create a mail merge for July payment on account
As a TaxCalc user, reminding client's of their payment on account due by 31st July can now be complete using the Communication Centre option available. If you have purchased the Communications Centre add-on module you can use a system template for July Payment on Account. Follow Can I create a...
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04 Apr, 2023
Views: 834
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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...
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15 Feb, 2023
Views: 828
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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,...
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23 Mar, 2021
Views: 821
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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...
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17 Oct, 2019
Views: 803
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What is a Job Template?
If you are using Jobs and Tasks, you'll probably be using them for frequent work, such as Tax Returns. Instead of creating a new Job for every client each time you want to do a Tax Return, you can create a Job Template. The Job Template can contain multiple Tasks, just like a standard Job....
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04 Apr, 2023
Views: 765
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Using the Bulk Service wizard in Practice Manager Plus
Using the Bulk Service wizard If you would like to add a particular service (with or without a default Job Template attached) to a selection of clients, you can use the Bulk Service Wizard which is located in several places, depending on how and where you are creating your Jobs. You can...
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04 Apr, 2023
Views: 763
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Date Offsets in Jobs and Tasks
Within a Job Template and the Workflow mode associated Tasks, you can use date offsets to calculate when Jobs or Tasks are due so that you don’t miss important deadlines. You can specify a due date and a start date to determine when the Job or Task is to begin. You can also set due date and...
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04 Jul, 2023
Views: 730
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