Knowledge Base - Practice Manager

Practice Manager

	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...
	01 Nov, 2023 Views: 1010

	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...
	03 Jun, 2025 Views: 1007

	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.
	31 Jul, 2024 Views: 991

	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...
	27 Jun, 2024 Views: 988

	Bulk Creating Work Using the Bulk Service Wizard means you can allocate and update existing services with specific fees and job templates. You can also activate jobs and create work for your clients in bulk for Self Assessment Tax Returns, Corporation Tax Returns, Annual Accounts, VAT Returns and any enabled...
	25 Mar, 2025 Views: 987

	What is a Task? Tasks are available to set up in Practice Manager and WorkFlow (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 Client. ...
	27 Jun, 2024 Views: 958

	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: 944

	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: 933

	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: 927

	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...
	31 Oct, 2019 Views: 925

	Where do I store the Companies House personal code on a client? Please note you will need to be running the Autumn 2025 release of TaxCalc - this is a phased released w/c 27th October. To store the Companies House Personal Codes you can: Open Practice Manager and Edit an individual Go to the Companies House Authentication Enter within the field...
	18 Nov, 2025 Views: 922

	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: 914

	Setting up Recurrences for Jobs and Tasks As part of your practice, you will probably have Jobs and Tasks that you perform more than once, and most likely on a regular basis, for example, tax returns or annual accounts. To use a Job or Task more than once, you can set it to recur. For example, you can create a meeting request task that...
	29 Mar, 2023 Views: 902

	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: 896

	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: 872