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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: 557
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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: 520
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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: 514
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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: 496
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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: 491
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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: 484
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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: 460
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Bulk Creating Work for Tax Returns and Annual Accounts
Using the Bulk Service Wizard means you can allocate and update existing services with specific fees and job templates. You can also activate jobs and create work for your clients in bulk for Self Assessment Tax Returns, Corporation Tax Returns and Annual Accounts. Bulk Creating Work: ...
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27 Jun, 2024
Views: 447
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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: 443
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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: 429
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I've created my Jobs and Tasks, now how do I get them to run?
Once you have created your Job Template with associated Tasks, you can assign the Job Template to the services offered by your practice. For example, if you have created a Tax Return Job Template you can assign it to the Tax Return service. For more information on assigning a Job Template to...
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17 Oct, 2019
Views: 426
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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: 414
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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: 409
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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: 399
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How do I see what Jobs or Tasks are assigned to me?
You can assign yourself Jobs or Tasks, or they can be assigned to you by another user. To see what Jobs and Tasks are assigned to you: Open Practice Manager. Select Work Management. From here you can see all Jobs and Tasks and who they are assigned to. Select Filter. From the Assignee...
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24 Oct, 2019
Views: 388
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