Practice Manager
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...
rating 04 Jul, 2023 Views: 1185
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...
rating 01 Nov, 2023 Views: 1170
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...
rating 04 Apr, 2023 Views: 1147
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: 1115
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, WorkFlow, to take advantage of our new Job Template functionality, simply follow the Getting Started with WorkFlow guide to create your Job Templates, allocate to your...
rating 27 Jun, 2024 Views: 1112
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: 1099
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...
rating 31 Oct, 2019 Views: 1095
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....
rating 04 Apr, 2023 Views: 1068
How do I to create Multiple Offices?
Multiple Offices allows you assign clients and users to specific offices. You can then specify filing credentials on a per-office basis. Therefore, each user assigned to a specific office can utilise these credentials, allowing them to quickly populate the correct credentials for a given office...
rating 11 Jul, 2022 Views: 1002
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....
rating 04 Apr, 2023 Views: 989
GDPR Checklist - Processors
PROCESSORS CHECKLIST Step 1 of 4: Documentation 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 within particular areas. One person with in-depth knowledge of your working practices...
rating 04 Apr, 2023 Views: 985
My TaxCalc Account has been locked
As a security measure to protect your sensitive information we have monitoring in place for situations when your account has received multiple unauthorised access attempts. In some situations we will temporarily lock your account and this is to safeguard your data/information. While your account...
rating 14 Feb, 2024 Views: 979
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 02 Dec, 2021 Views: 977
Self Assessment using WorkFlow
Using WorkFlow allows you to create Jobs and Tasks to complete your Tax Returns efficiently, making sure you meet any statutory deadlines. Please see our video on how to use jobs and tasks in WorkFlow to create a Self Assessment tax return.
rating 31 Jul, 2024 Views: 957
Using Teams in WorkFlow
If you have a WorkFlow or Time licence you can create Teams to group together TaxCalc users within your firm. You can also add different tiers to create hierarchies depending on your requirements. This is particularly useful when assigning Jobs or Tasks meaning a group of users can have...
rating 27 Jun, 2024 Views: 953

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