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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: 651
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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: 645
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Can I track work periods in TaxCalc, for things I do outside of TaxCalc like payroll?
You can track the work item periods and statuses for work you do outside of TaxCalc, for example, Payroll, directly via the Client List or from within a job. In Admin Centre > Applications > Practice Manager/WorkFlow select Activity Types from the left-hand menu. Select the Activity Type...
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25 Feb, 2025
Views: 622
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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...
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15 Feb, 2023
Views: 598
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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: 591
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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: 590
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How do I assign users to an office?
Once you have setup your multiple offices in Admin Centre (see KB3059 - How do I create Multiple Offices?), you can then assign users to specific offices. Assigning Users to an Office: In Admin Centre select Users. Select the relevant user from the list and select Edit User. Select Office...
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09 Mar, 2020
Views: 590
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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...
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23 Oct, 2019
Views: 586
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How can I track my Jobs and Tasks history?
In order to track changes done to jobs and tasks, look for the View History dialog. The View History dialog is accessible from multiple places, for example: Work management - left hand menu Active work - right hand menu Outstanding work dialog (within Client list - View work) -...
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05 Dec, 2024
Views: 570
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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...
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02 Dec, 2025
Views: 533
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Report Manager - Usual Year End Report
To run a report to showing the Usual Year Ends please follow the below instructions: Before running your report, is it important that you have entered the Usual Year End information in the either of the below locations: The Company Information section of the client record Business...
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25 Oct, 2023
Views: 509
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Can I search on clients and contacts at the same time?
Within Practice Manager you can search for both clients and contacts simultaneously by selecting the Clients & Contacts option from the search client list dropdown list:
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04 Apr, 2023
Views: 497
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How to use the ‘Period date filter’ in the Client Report
The Report Customisation page of the Client Report contains categories for Annual Accounts and Corporation Tax columns. When either category is expanded, the user has the option to choose columns from the Latest period or All periods sub-categories. When columns are selected from the All periods...
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27 Jun, 2024
Views: 464
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How can I use Multiple Dashboards?
You can create multiple dashboards containing different widgets for Practice Management, Tax Return Production and Accounts Production. You can also set default dashboards that can be shared to individual users as well as groups of users. Dashboards can be duplicated and customised to suit...
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09 Mar, 2020
Views: 443
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Customising Columns in Work Management
Within the Work Management screen, default columns are displayed. You can modify the columns displayed, as well as the positioning of each column. Within Work Management right click on the column headings section. A list is displayed which shows all the column options available. Select the...
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02 Dec, 2024
Views: 443
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