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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: 1131
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: 1088
64-8 Setup, Usage and Guidance
The below information will go through the process of applying for authorisation to act on behalf of your clients. The heading below will allow you to skip to the relevant section (if applicable): Completing the 64-8 form. What happens after successful activation of the 64-8? Potential issues...
rating 09 Nov, 2018 Views: 1063
New fields in Client Hub
TaxCalc has added new fields to the SimpleStep screens that you see when you're creating a client. This allows you to track more detail on your clients. The new fields are: Annual Return due date – keeps track of the due date for Companies House annual returns. Usual year end – keeps...
rating 02 Feb, 2015 Views: 1018
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: 965
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: 935
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: 888
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: 818
How do I define my own work status for accounts and tax work?
TaxCalc allows you to define your own work status for accounts, tax and VAT. To add your own status: Select Admin Centre from the home screen. Click on Applications on the left-hand side. Click on Client Hub in the middle of the screen. Click on Customise Client Hub on the left-hand side. ...
rating 28 Dec, 2018 Views: 792
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 28 Dec, 2018 Views: 650

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