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What is the Business Creation Wizard?
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 to the business rather than just on the client. This segregation of data is going...
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02 Feb, 2023
Views: 511
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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: 509
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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...
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23 Oct, 2019
Views: 503
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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...
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17 Oct, 2019
Views: 478
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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...
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29 Mar, 2023
Views: 476
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Mail Merge - How to Preview the Output in Microsoft Word
Depending on which version of Microsoft Office you are running, there are different ways to display the output data that comes from the Mail Merge process. Word 2007, 2010, 2013 When the data appears on screen, you can choose which fields to include on the sheet by selecting on the drop-down...
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04 Apr, 2023
Views: 474
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How to update the Tax Status Column when paper filing.
The Tax Status columns are automatically updated following a successful filing receipt from HMRC. However when a return has been printed without the IR mark and it is simply a tax return with client data, it is then necessary to let the system/counters know the return has been filed. This...
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24 Mar, 2020
Views: 470
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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...
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31 Oct, 2019
Views: 470
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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...
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04 Aug, 2020
Views: 452
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How do I password protect a client record, or remove a password from a protected client?
You may wish to password protect certain client records from general access. When a client is password protected you're required to enter the password when opening the client or its accounts/returns. Setting a Client Password Launch TaxCalc and open a Client Record From the left-side menu...
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18 Jan, 2023
Views: 445
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Using Teams in Practice Manager
If you have a Practice Manager Plus 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...
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04 Apr, 2023
Views: 437
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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...
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04 Apr, 2023
Views: 415
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Self Assessment workflows with Practice Manager Plus
Using our new Practice Manager Plus advanced 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 below on how Jobs and Tasks can help with Self Assessments for your practice:
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04 Apr, 2023
Views: 400
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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...
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23 Oct, 2019
Views: 390
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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...
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16 Oct, 2019
Views: 389
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