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Practice Manager
What happens to the TaxCalc Application when the licence 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 12 Oct, 2020 Views: 474
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...
rating 24 Oct, 2019 Views: 467
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...
rating 23 Oct, 2019 Views: 466
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: 447
How to create a Job
You can create a Job for ad hoc work without using a template. This will be useful for a collection of tasks where the workflow is specific to that Job only. For Jobs that are regular in nature and workflow, such as accounts and tax, you will probably want to create and apply a template that can...
rating 03 Feb, 2021 Views: 433
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 06 Nov, 2020 Views: 429
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...
rating 27 Dec, 2019 Views: 428
Error setting up a New Client (Standalone Database)
If you are running the standalone version of TaxCalc, you may experience a saving error when creating a new client in Practice Manager: This occurs when using the Global Address Book to input the client address on version 5.2.060. To get around this while we work on a fix for the error, you...
rating 17 Oct, 2019 Views: 422
Quick access via the cog menu
TaxCalc includes a cog menu that you can access from many screens within TaxCalc. This allows you to jump into other applications, access tasks and add notes to a client without navigating to a different area. When the cog menu is accessible it's shown at the top right of the screen, below the...
rating 23 Oct, 2019 Views: 420
Practice Manager Plus - Feature Overview and Getting Started
Practice Manager Plus is our enhanced integrated practice management solution. With TaxCalc’s Practice Manager Plus you can take even more control of how your practice works by creating, customising and co-ordinating all your Jobs and Tasks in just a few simple steps. Whether you’re a new or...
rating 03 Nov, 2020 Views: 383
How do I set up a report for current CT return work status, ordered by date?
To set up a report that shows the tax return status of all limited company clients sorted by Corporation Tax (CT) end date, rather than by filing status, follow these instructions: Open Practice Manager. Select Report Manager from the left-hand menu. Double-click on Current CT Return work...
rating 17 Oct, 2019 Views: 382
How to import/restore tax return files when moving from the personal to practice interface?
Your tax returns are still present within your folder structure. The practice version of TaxCalc utilises a database to store your data instead of individual tax return files. You simply need to import your returns into the database. Locate your Tax return files. Before starting ensure you know...
rating 19 Mar, 2020 Views: 377
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: 370
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 Centre Select Applications and highlight Practice Manager Then Customise Practice Manager Scroll down to Client /Non-Client activity types Go to Task...
rating 04 Aug, 2020 Views: 338
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: 319

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