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Practice Manager
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: 220
Using the Bulk Service wizard in Practice Manager Plus
Using the Bulk Service wizard If you would like to add a particular service (with or without a default Job Template attached) to a selection of clients, you can use the Bulk Service Wizard which is located in several places, depending on how and where you are creating your Jobs. You can...
rating 05 Nov, 2020 Views: 218
How do I edit client notes in Practice Manager?
You can only edit client notes if you're set up as an administrator, partner or manager. Users set up as secretary, junior or senior don't have the required privileges. To edit a client note that's already been created, follow these steps: Open Practice Manager. Right-click on the client and...
rating 17 Oct, 2019 Views: 216
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: 198
How to check the integration between tax returns and Practice Manager data
If you enter any data in a tax return that has not been entered into Practice Manager (or vice versa), you can transfer the new values entered and overwrite the old entries. You can do this by checking the integration of a return. To do this: Open the tax return for a client. Click on the...
rating 23 Oct, 2019 Views: 192
Managing Workflow in Practice Manager Plus
Work Management in Practice Manager is where you can view, edit and update Jobs and tasks for all clients. You can re-arrange the order of the columns by dragging and dropping the column headings. By clicking on the Filter box, you can change the default filter selections. Currently the default...
rating 05 Nov, 2020 Views: 189
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: 177
How do I to create 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...
rating 13 Jul, 2020 Views: 170
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: 153
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: 149
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: 144
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: 138
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: 134
Using Teams in Practice Manager
If you have a Practice Manager Plus 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...
rating 05 Nov, 2020 Views: 132
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: 129

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