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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....
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31 Oct, 2019
Views: 691
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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: 675
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How do I setup 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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09 Mar, 2020
Views: 658
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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: 645
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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: 642
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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: 617
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Managing & Importing Tax Return External Files into the Database
TaxCalc defaults the tax returns to be stored in the central database. However files can be stored externally but we do not recommend this as it may cause potential duplication of data, particularly if running a network version. It is possible to import external files directly into Practice...
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29 Mar, 2023
Views: 595
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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...
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17 Oct, 2019
Views: 591
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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: 587
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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...
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04 Apr, 2023
Views: 586
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Filtering by Team, Offices or Roles in Work Management and Dashboard Widgets
If you would like to see specific client information relating to Teams, Offices, or Roles within Work Management and in your Dashboard Widgets you can use the filter option. Work Management Filtering by Teams, Offices or Roles Within Practice Manager > Work Management select Filter. ...
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01 Nov, 2023
Views: 573
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Can I delete a Task associated with a Job?
You can delete a Task or multiple Tasks linked to a Job without deleting the Job. However, a Job must always have at least one associated Task, therefore you cannot delete all Tasks from a Job. To delete a Task linked to a Job: In Practice Manager, select Work Management. Select the Job from...
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04 Apr, 2023
Views: 553
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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...
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04 Mar, 2024
Views: 543
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How do I assign clients to a specific office?
Once you have setup your multiple offices in Admin Centre (see KB3059 - How do I create Multiple Offices?), you can then assign your clients to specific offices. Assigning a Client to an Office: Launch Practice Manager. Select the client and click Edit Client / Contact. Select Engagement. ...
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09 Mar, 2020
Views: 541
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How to Assign Jobs to Additional Managers
Within Admin Centre you can create a custom field for Users to display a list of users within the practice which allows you to set additional custom user roles against the client. Adding a User Custom Field: Within Admin Centre > Applications > Customise Practice Manager, select the...
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03 Jun, 2025
Views: 527
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