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...

TaxCalc’s Email Login Setup allows you to use a unique email address to login and access TaxCalc, making your login credentials more secure. TaxCalc’s Getting Started with Email Login Setup Guide will show you how to: Login to TaxCalc with your unique email address as an Admin user. ...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Within Admin Centre > Users click New User from the left-hand menu The Invite User dialog is displayed: Enter the user’s unique Email that they will use when logging into TaxCalc. Select the appropriate User Role. Click Send Invitation. Once the email invitation has been sent,...