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Can I email my clients directly through Mail Merge?
You can't email your clients directly through Mail Merge. But if you use Outlook you can create an email document in Mail Merge and send it via Word. This will take a few minutes to set up, but the template and shortcut will make the process much quicker in future. First, create the document...
rating 16 Mar, 2016 Views: 1370
What is the Business Creation Wizard?
With Making Tax Digital on the horizon, we’re getting you set up for the future. The Business Creation Wizard enables you to define separate businesses within the same client. This will make reporting on multiple businesses with different year ends easier to manage and record specific details...
rating 17 Nov, 2017 Views: 1194
What do the EU VAT rules on digital services mean to me?
In January 2015 the European Union (EU) introduced legislation specifying that businesses supplying digital services to customers within the EU must charge VAT at the rate applicable in the country in which the service is ostensibly consumed. This also applies to businesses that themselves are...
rating 02 Sep, 2015 Views: 1128
How do I import a letter template into Mail Merge?
To upload your own template into Mail Merge, follow these steps: Go to Client Hub from the home screen. Select Mail Merge from the left-hand menu. Select Create New Mail Merge. Enter Mail Merge Information (Name and Description) Select Client Selection. Click on Specific clients. Click...
rating 18 Mar, 2016 Views: 1033
Enabling automatic tasks in TaxCalc: a SimpleStep guide
In Client Hub's Task Management system, you can set up automatic tasks when you create new clients. You can also edit automatic tasks for existing clients. You can use this to link tasks such as accounts, tax returns and VAT return deadlines. The following instructions show you how to set up an...
rating 19 Nov, 2018 Views: 1026
How do I upgrade my TaxCalc practice software?
To understand some of the terms used on this page please read What is the difference between renewing, upgrading and updating my TaxCalc practice software?. You can upgrade your TaxCalc Tax Return Production or Accounts Production package to a different one at any time. If you're within 30 days...
rating 02 May, 2018 Views: 922
How do I define my own work status for accounts and tax work?
TaxCalc allows you to create your own work status for accounts, tax and VAT and Companies House Forms. To add your own status: Select Admin Centre from the home screen. Click on Applications on the left-hand side. Click on Client Hub on the right side of the screen. Click on Customise...
rating 22 Feb, 2019 Views: 838
How do I use the Client Summary screen?
TaxCalc includes a Client Summary screen that allows you to manage and view your clients at a glance. This is a quick guide on how you can use this screen effectively. Open up the Client Hub from the TaxCalc home screen and then double click on the client you wish to edit. Editing what you see ...
rating 18 Mar, 2016 Views: 834
How do I create a new client?
Before you are able to start working on a client within Tax, Accounts or VAT, you will need to create the client in the Client Hub to store the details against. This is because the work completed will need to be stored against a client in the database. In order to set up a new client, please follow...
rating 28 Dec, 2018 Views: 714
How do I use Custom Fields?
TaxCalc allows you to create your own fields to appear within a client's record. Getting Started with Custom Fields To start using custom fields, you first need to create them within Admin Centre. Follow these steps to create a custom field: Select Admin Centre from the home screen. Click...
rating 21 Mar, 2019 Views: 686

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