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Practice Manager
Setting up the Beta test version
In order to set up the Beta test version, you need to transfer a backup from your live system onto another computer to ensure that you have data to work with. The instructions required to do so are listed below. Live System Ensure all TaxCalc users are logged off of the software. Network...
rating 24 Mar, 2020 Views: 285
What has happened to the Homescreen? (Professional)
TaxCalc now uses Practice Manager to store, record and manage clients’ data. Once the client is set up in Practice Manager it is simple to start preparing their tax return or accounts. This setup gives you the benefit of storing all your data centrally and also allows for integration between...
rating 17 Oct, 2019 Views: 276
What happens to the TaxCalc Application when the license expires and is not renewed?
When the TaxCalc license expires, all of the content in the database becomes read-only. The application will not allow the user to edit, file or print tax returns or accounts. You will still be able to view your existing client list however their returns will be locked in a read only state until...
rating 23 Oct, 2019 Views: 262
Automatic Task Updates
The TaxCalc software can now enable automated task functions. To enable these features, simply navigate to the following screen: Go to Admin Select Applications and highlight Practice Manager Then Customise Practice Manager Go to Task Options Automatic Task Updates are available at the...
rating 17 Oct, 2019 Views: 236
How to use the Consent Management feature within Practice Manager
This article will go through the steps on using Consent Management for GDPR. Step 1: Launch Practice Manager Step 2: Select a Client/Contact you have created (Double – click on the client or right click on the client and click on Edit Client/Contacts). Step 3: Select Engagement from...
rating 31 Oct, 2019 Views: 219
How to create a Job Template
You can now create one single Job Template with multiple Tasks to automate services offered by your practice, such as Tax Returns, to use time and time again. You can create and customise the list of Job Templates available or use any of the default predefined system Templates. Follow these...
rating 01 Jun, 2020 Views: 217
Date Offsets in Jobs and Tasks
Within a Job Template and the 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 start date...
rating 23 Oct, 2019 Views: 182
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 17 Oct, 2019 Views: 180
Practice Manager Plus: Collateral
Practice Manager Plus has three key areas of functionality broken down into the categories below. It is flexible to cater for the different requirements for every practice. We have collated all the collateral to make it easier to get to know the product and get the most out of it for your...
rating 01 Apr, 2020 Views: 177
How do I edit client notes in Practice Manager?
You can only edit client notes if you're set up as an administrator, partner or manager. Users set up as secretary, junior or senior don't have the required privileges. To edit a client note that's already been created, follow these steps: Open Practice Manager. Right-click on the client and...
rating 17 Oct, 2019 Views: 159
How do I create multiple relationships for the same person/entity(e.g. Director/Shareholder/PSC)?
To create multiple relationships for the same person/entity, complete the following steps: Launch Practice Manager. Double-click on the relevant client. Click on Relationships. Add the individual/entity first by selecting Create Relationship. Click on Finish and Save. Tick Show all...
rating 17 Oct, 2019 Views: 158
What is the Business Creation Wizard?
With Making Tax Digital on the horizon, we’re getting you set up for the future. The Business Creation Wizard enables you to define separate businesses within the same client. This will make reporting on multiple businesses with different year ends easier to manage and record specific details...
rating 23 Oct, 2019 Views: 155
GDPR Checklist - Records Management
RECORDS MANAGEMENT CHECKLIST Step 1 of 4: Management and organisational records management 1.1 Records management organisation Your business has defined and allocated records management responsibilities. You should assign lead responsibility for records management at a senior enough level to...
rating 31 Oct, 2019 Views: 151
How to check the integration between tax returns and Practice Manager data
If you enter any data in a tax return that has not been entered into Practice Manager (or vice versa), you can transfer the new values entered and overwrite the old entries. You can do this by checking the integration of a return. To do this: Open the tax return for a client. Click on the...
rating 23 Oct, 2019 Views: 139
How to use the Bulk Consent Function within Consent Management
This article will go through the bulk consent function within the consent management screen. This enables you to add a consent for all of your clients. Please note: At this moment in time, you are unable to choose specific clients/contacts. This functionality will be available in a future release....
rating 31 Oct, 2019 Views: 137

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