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Practice Manager
How do I use custom tasks?
TaxCalc allows you to create your own tasks as well as using the defaults already within TaxCalc. Create a Custom Task Type Before you can use a task type within Task Manager, you need to add it to TaxCalc: Select Admin from the home screen. Click on Applications. Double-click on...
rating 23 Oct, 2019 Views: 457
How do I import my company details into Practice Manager from the HMRC Client list?
If you have moved over from the HMRC website to TaxCalc, you will be able to extract certain details into a CSV file and import this into TaxCalc to populate your client list. You can do this by following these instructions: Log in to your HMRC account. Go to Services you can use >...
rating 17 Oct, 2019 Views: 449
How do I find tasks by due date?
You can filter tasks by due date by following these steps: Open Practice Manager. Click on Task Management. Select Due Between from the Show me tasks that are drop-down menu. NOTE: you can now filter the tasks that are due between one, seven or thirty days. Enter the relevant Start date...
rating 17 Oct, 2019 Views: 445
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. Go to Click on the Log in button at the top right. Select the Forgot your password? link. Enter your registered email address you use to access...
rating 23 Oct, 2019 Views: 440
How to setup a Task
You can create a Task and specify the client and any work association required, as well as the date information, for example, dates, reminders and recurrence. From the Work Management menu in Practice Manager, select Create. The Create a Task or Job dialog is displayed. Select Create Task....
rating 23 Oct, 2019 Views: 412
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 Administration. Go to Administration > Users and check how many users appear. If there is only one user (the default will be...
rating 17 Oct, 2019 Views: 392
Quick access via the cog menu
TaxCalc includes a cog menu that you can access from many screens within TaxCalc. This allows you to jump into other applications, access tasks and add notes to a client without navigating to a different area. When the cog menu is accessible it's shown at the top right of the screen, below the...
rating 23 Oct, 2019 Views: 370
How to archive or delete a Client/Contact
This article will go through the steps on archiving and deleting a client or contact in your TaxCalc database. Should you wish to restore an Archived Client/Contact please refer to our Knowledge Base article on: How do I restore an archived or deleted client? Please note: Deleting a...
rating 17 Oct, 2019 Views: 369
Using the Action Button to view all tasks relating to a client
You can use the Action button (the cog shaped button in the top right of the window) to view and modify any outstanding tasks assigned to a client. Additional functionality has been added to the Outstanding Tasks menu when viewing tasks relating to a client via their tax return or set of...
rating 23 Oct, 2019 Views: 367
Error message 'Authorisation details not found' appears on workstations when using network version of TaxCalc
Some users have reported that after updating their login details on the TaxCalc website, additional machines (workstations) may get the error message Authorisation details not found. This is because when the system was set up the workstations couldn't 'see' the server properly and a file called...
rating 27 Dec, 2019 Views: 359
How to create a mail merge for July payment on account
To produce reminder letters for the second payment on account due by 31 July, you can use Mail Merge as follows: 1. Select Practice Manager from the Homepage. 2. Select Mail Merge from the left hand panel. 3. Select Create New Mail Merge. 4. Go to Mail Merge Information and add a name and...
rating 17 Oct, 2019 Views: 344
Deactivating an Existing Task
If you are already using Tasks in Practice Manager to manage your work, but have purchased our enhanced Practice Manager product, Practice Manager Plus, to take advantage of our new Job Template functionality, simply follow the Getting Started with Practice Manager Plus guide to create your Job...
rating 24 Oct, 2019 Views: 324
How do I set up a report for current CT return work status, ordered by date?
To set up a report that shows the tax return status of all limited company clients sorted by Corporation Tax (CT) end date, rather than by filing status, follow these instructions: Open Practice Manager. Select Report Manager from the left-hand menu. Double-click on Current CT Return work...
rating 17 Oct, 2019 Views: 322
Error setting up a New Client (Standalone Database)
If you are running the standalone version of TaxCalc, you may experience a saving error when creating a new client in Practice Manager: This occurs when using the Global Address Book to input the client address on version 5.2.060. To get around this while we work on a fix for the error, you...
rating 17 Oct, 2019 Views: 321
TaxCalc Mail Merge fails or does not work as expected
The TaxCalc Mail Merge function relies on the automation in the Microsoft Office Suite On occasion, customers report that it does not work as it should, (normally due to problems with their copy of Office or the COM add-ins). If you experience problems with Mail Merge, please go through the...
rating 23 Oct, 2019 Views: 305

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