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Practice Manager
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: 130
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: 125
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: 121
How to change from limited by guarantee to limited by shares and vice versa once a client has been set up.
In Practice Manager select the client and select Edit Client/Contact. Select Company Information. The Type of Company field is greyed out, which means it cannot be amended at present. To be able to amend the Type of Company you must first delete any relationships setup. Click...
rating 23 Oct, 2019 Views: 121
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: 118
Can I create a Job without using a Job Template?
You don't have to use Job Templates. In fact, creating a one-off Job couldn't be easier: Select Create from the Work Management menu in Practice Manager. The Create a Task or Job dialog is displayed. Click Create Job to open the Create New Job dialog. From here you can specify the Job...
rating 17 Oct, 2019 Views: 115
GDPR Checklist - Data sharing and subject access checklist
DATA SHARING AND SUBJECT ACCESS CHECKLIST Step 1 of 5: Data sharing governance 1.1 Data sharing policy Your business has communicated policies, procedures and guidance to all staff that clearly set out when it is appropriate for them to share or disclose data. Your policies, procedures and...
rating 31 Oct, 2019 Views: 114
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 09 Mar, 2020 Views: 114
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: 106
GDPR Checklist - Information security checklist
INFORMATION SECURITY CHECKLIST Step 1 of 5: Management and organisational information security 1.1 Risk management Your business identifies, assesses and manages information security risks. Before you can establish what level of security is right for your business you need to review the...
rating 31 Oct, 2019 Views: 100
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: 98
How to create additional consent types in Consent Management
This article will go through step by step on creating additional consent types and methods in Admin. Consent Types Consent Methods Consent Types Step 1: Launch Admin Step 2: Click on Applications > Select Practice Manager in the table > Customise Practice Manager on the left...
rating 31 Oct, 2019 Views: 96
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:
rating 03 Dec, 2019 Views: 86
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...
rating 31 Oct, 2019 Views: 85
The Linked Work Status for 2019 Tax Returns not appearing within Task Management?
It has been reported that in some situations the Linked Work Status for 2019 Tax Returns is not being displayed for a client’s Task within Task Management. This issue is under investigation and is currently scheduled to be resolved within the next release.
rating 23 Oct, 2019 Views: 85

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