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How do I upgrade my licence? (Practice users)
If your requirements for the system change whilst you have an active license, it may be best to clarify your yearly requirements with a member of our Sales team. The reason for this is that the licences purchased will activate for a 12 month period and therefore you should consider what you will...
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23 Oct, 2019
Views: 1215
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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...
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01 Nov, 2023
Views: 1211
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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...
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04 Apr, 2023
Views: 1166
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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,...
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23 Mar, 2021
Views: 1136
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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...
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27 Jun, 2024
Views: 1133
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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...
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17 Oct, 2019
Views: 1113
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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...
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31 Oct, 2019
Views: 1107
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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...
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11 Jul, 2022
Views: 1102
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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....
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04 Apr, 2023
Views: 1088
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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...
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04 Apr, 2023
Views: 1030
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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...
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14 Feb, 2024
Views: 1026
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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....
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04 Apr, 2023
Views: 1010
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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...
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02 Dec, 2021
Views: 1003
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How do I generate a mail merge letter for a single client?
Within Practice Manager you can send Mail Merge letters to single clients. In Practice Manager right-click on the client. Select Send Letter. The Send Letter dialog is displayed. Select the required letter and click Send. The letter is then opened in MS Word and the message...
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03 Jun, 2025
Views: 985
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Bulk Update Clients
Bulk Update Clients allows you to update certain information in bulk for your clients within Practice Manager. Bulk Updating Clients: Within Practice Manager, select the clients from the Client list. From the left-hand menu, select Bulk Update Clients to display the Bulk Update Clients...
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01 Nov, 2023
Views: 985
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