Knowledge Base - Practice Manager

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. Please browse to the below location in order to review, create, edit and delete any custom tasks in TaxCalc Select Admin from the home screen. Click on Applications. Double-click on...
	09 Jan, 2023 Views: 709

	How do I create a Dashboard? Dashboards are a collection of widgets that can be added, removed and grouped to enable fast navigation to relevant information.They are designed to show data in a simplified structure, enabling greater efficiency. You can create multiple dashboards containing different widgets for Practice...
	24 Mar, 2020 Views: 693

	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...
	24 Oct, 2019 Views: 684

	Managing Workflow in Practice Manager Plus Work Management in Practice Manager is where you can view, edit and update Jobs and tasks for all clients. You can re-arrange the order of the columns by dragging and dropping the column headings. By clicking on the Filter box, you can change the default filter selections. Currently the default...
	07 Dec, 2023 Views: 682

	GDPR Checklist - CCTV CCTV CHECKLIST Step 1 of 4: Installing a system 1.1 Data protection impact assessment Your business has identified and documented the potential impact on individuals’ privacy and taken this into account when installing and operating the CCTV system. You regularly review whether CCTV is still...
	04 Apr, 2023 Views: 645

	How long will my trial product last? Trial versions are active for 14 days for Tax Return Production, Accounts Production, VAT Filer and other modules. 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 out more...
	04 Apr, 2023 Views: 638

	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...
	02 Dec, 2021 Views: 631

	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...
	22 Oct, 2020 Views: 621

	Enhanced Watchlist Profiles Options Enhanced Watchlist Profiles ensures effective risk and compliance screening and filtering. The profiles vary depending on factors influencing the transaction, for example, country of residence, overseas corporate structures and risk-based policies. There are three Watchlist Profiles available....
	04 Apr, 2023 Views: 605

	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...
	23 Oct, 2019 Views: 580

	GDPR Checklist - Direct Marketing Checklist DIRECT MARKETING CHECKLIST Step 1 of 1: Direct marketing 1.1 Direct marketing governance Your business has defined and allocated responsibility for compliance with data protection legislation and PECR when carrying out direct marketing activities or roles. You should clearly allocate...
	31 Oct, 2019 Views: 572

	Job Template Task Actions There are two different methods to create your Tasks, Workflow mode or Checklist mode. Workflow mode allows you to automate the start of each Task, making your Jobs run more efficiently, so that no manual updates are needed. You can setup your Tasks so that when one is complete, the next Task...
	04 Jul, 2023 Views: 547

	What is a Task? Tasks are available to set up in Practice Manager and Practice Manager Plus (and are now referred to as Stand Alone Tasks) A Task is a work item process. For example, if you're running a Tax Return Job, each process involved is classified as a Task: Task 1 - Request Tax Return Information from...
	04 Apr, 2023 Views: 535

	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...
	27 Dec, 2019 Views: 526

	Can I delete a Job? Depending on your permissions in Admin Centre, you can delete Jobs, Tasks or Jobs and Tasks, either individually or in bulk. However, please note that if you select to delete Jobs, all associated Tasks are also deleted. To delete a Job and any associated Tasks: In Practice Manager, select...
	01 Nov, 2023 Views: 523