Knowledge Base - Practice Manager

Practice Manager

	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...
	24 Mar, 2020 Views: 1289

	How do I set up a report for SA work status sorted by client name? To set up a report that shows the tax return status of all clients sorted by client name, rather than by filing status, follow these instructions: Open Practice Manager. Select Report Manager from the left-hand menu. Double-click on Current SA Tax Return work status. Select Report...
	17 Oct, 2019 Views: 1288

	How do I add the Tax Status column in Practice Manager? The tax status of clients is no longer shown by default but you can add this column by following these instructions: Open Practice Manager. Click on View in the top menu bar. 3. Select Customise your Client List from the drop-down menu. 4. In the Customising your Client List window,...
	23 Mar, 2021 Views: 1278

	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....
	04 Apr, 2023 Views: 1270

	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....
	04 Apr, 2023 Views: 1238

	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...
	02 Dec, 2021 Views: 1220

	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: 1205

	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: 1178

	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: 1159

	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: 1138

	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: 1129

	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: 1103

	How can I access Engager from TaxCalc? If you are a customer on our Cloud platform, TaxCalc now offers the ability to access Engager from within Practice Manager, when the link between TaxCalc and Engager has been enabled. How do I link TaxCalc to Engager? Log in to Engager.app with your usual Engager user ID and password ...
	15 Dec, 2025 Views: 1091

	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: 1089

	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: 1063