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Practice Manager
How to identify if an associated task exists for the client?
A new icon next to the Action button (Cog icon) has been added to signify that an ‘Associated task exists. The Associated task icon will be displayed within Accounts Production, Tax Return Production and VAT Filer where the selected client and accounting period/return is associated with an...
rating 01 Aug, 2018 Views: 79
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...
rating 17 Oct, 2019 Views: 77
How to import/restore tax return files when moving from the personal to practice interface?
Your tax returns are still present within your folder structure. The practice version of TaxCalc utilises a database to store your data instead of individual tax return files. You simply need to import your returns into the database. Locate your Tax return files. Before starting ensure you know...
rating 19 Mar, 2020 Views: 76
Can I delete a Job?
Depending on your permissions in the Admin Centre, you can delete Jobs. However, please note that all associated Tasks are also deleted. To delete a Job and any associated Tasks: In Practice Manager, select Work Management. Select the Job from the list. From the Work Management menu, select...
rating 24 Oct, 2019 Views: 74
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...
rating 16 Oct, 2019 Views: 71
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 Task more than once, you can set it to recur. For example, you can create a meeting request task that occurs...
rating 09 Mar, 2020 Views: 66
What is a Task?
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. Task 2 - Records Received. Task 3 - Prepare Tax Return. Task 4 - Review Tax Return. Task 5 - Sent to Client for...
rating 17 Oct, 2019 Views: 63
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....
rating 13 Feb, 2020 Views: 59
Can I delete a Job Template?
Depending on your permissions, you can delete a Job Template. However, you can't delete the predefined TaxCalc Job Templates or a Job Template that has been activated on a client. To delete a Job Template: Open the Admin Centre. Select Applications. From the Application table, select...
rating 24 Oct, 2019 Views: 55
Do I have to use a predefined Job Template or can I create my own?
You can use the TaxCalc predefined Job Templates, or you can create your own to customise them to your specific requirements. You can also duplicate an existing predefined Job Template and make any changes to fit in with your practice.
rating 17 Oct, 2019 Views: 51
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...
rating 24 Oct, 2019 Views: 49
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...
rating 24 Mar, 2020 Views: 45
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...
rating 23 Oct, 2019 Views: 45
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...
rating 24 Oct, 2019 Views: 45
Practice Manager Plus - Feature Overview
Practice Manager Plus is our enhanced integrated practice management solution. With TaxCalc’s Practice Manager Plus you can take even more control of how your practice works by creating, customising and co-ordinating all your Jobs and Tasks in just a few simple steps. Whether you’re a new or...
rating 01 Apr, 2020 Views: 43

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