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Practice Manager
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: 740
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, go to Administration > Users > Edit...
rating 11 Feb, 2021 Views: 716
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: 713
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,...
rating 23 Mar, 2021 Views: 692
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: 674
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: 670
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: 653
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: 639
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: 629
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: 592
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: 556
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: 549
How to change from limited by guarantee to limited by shares and vice versa once a client has been set up.
In Practice Manager select the client and select Edit Client/Contact. Select Company Information. The Type of Company field is greyed out, which means it cannot be amended at present. To be able to amend the Type of Company you must first delete any relationships setup. Click...
rating 23 Oct, 2019 Views: 530
How do I find tasks by due date?
You can filter tasks by due date by following these steps: Open Practice Manager. Click on Work Management. Click on the Filter Select Due Between from the by date drop-down menu. NOTE: you can now filter the tasks that are due between one, seven or thirty days. Enter the relevant Start...
rating 22 Oct, 2020 Views: 523
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 KB 3207 Can I...
rating 07 Dec, 2021 Views: 519

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