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Practice Manager
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: 310
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 31 Oct, 2019 Views: 285
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: 285
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 13 Feb, 2020 Views: 264
What is a Job?
You can now organise your Tasks by collating them in a single Job. A Job contains multiple Tasks which allows you to automate services offered by your practice, like Tax Returns. For example, there are several steps involved in processing a Tax Return. To make your life easier, you can create...
rating 06 Nov, 2020 Views: 254
What is a Task?
Tasks are available to set up in Practice Manager and Practice Manager Plus (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...
rating 06 Nov, 2020 Views: 252
Job Template Task Actions
You can automate the start of each Task by using setting Task Actions in a Job. You can setup your Tasks so that when one is complete, the next Task begins and you can send a notification to specific users. In this scenario we will set a Task to complete and notify a user that the status has...
rating 17 Oct, 2019 Views: 249
After completing a recurring task, the next task created appears to skip an instance/period
TaxCalc allows for the creation of tasks that can be set to recur with repeatable attributes such as frequency and number of instances. The most common recurring tasks are automatic tasks generated via Task Scheduler from a client record. The due date of these tasks is automatically created...
rating 23 Oct, 2019 Views: 248
Practice Manager Plus Licences
To get started with Practice Manager Plus, one user licence is included with your initial purchase, plus a Hub Administrator licence. Your Administrator is automatically assigned the Hub Administrator licence, however, you will need to assign a Practice Manager Plus licence to all other users...
rating 16 Oct, 2019 Views: 245
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: 233
Business Creation
Setting up a business in Practice Manager is required for the VAT Filer and to submit MTD (Making Tax Digital) VAT returns. It is here so that your necessary business details are stored, such as the VAT registration number and whether or not your business is registered for VAT. You are also able...
rating 17 Oct, 2019 Views: 231
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 Task more than once, you can set it to recur. For example, you can create a meeting request task that occurs...
rating 24 Aug, 2020 Views: 230
Can I delete a Job?
Depending on your permissions in the Admin Centre, you can delete Jobs. However, please note that all associated Tasks are also deleted. To delete a Job and any associated Tasks: In Practice Manager, select Work Management. Select the Job from the list. From the Work Management menu, select...
rating 24 Oct, 2019 Views: 228
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: 222
CloudConnect and GDPR
As well as TaxCalc’ s general preparations for GDPR as a data controller and data processor (detailed here: TaxCalc's approach to GDPR) the CloudConnect product has specific additional details. Our cloud service is a core processing focus and we operate it on a data processor basis. CloudConnect...
rating 31 Oct, 2019 Views: 220

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