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Client Hub
How do I use the Batch Filer module?
The Batch Filer module allows you to file SA100, SA800 and SA900 tax returns in batches instead of individually. You can access Batch Filer from the home screen. The Batch Filer screen will give you details of any previous batches created and break them down by name, number of returns, client...
rating 19 Nov, 2015 Views: 561
Assigning Tasks to Accounts, Tax returns and VAT returns
Using Task Manager, you can assign tasks to sets of accounts, tax returns and VAT returns. You can also set reminders for the due date and the start date of the task. You can do this by following these steps: Launch Client Hub Click on Task Management on the left menu Click on Create New Task...
rating 01 Aug, 2018 Views: 551
I cannot locate the ‘Quick Setup’ option for new clients?
The ‘Quick Setup’ option previously accessed through Create New Client / Contact in Client Hub has been renamed to Finish. The Create New Client / Contact wizard continues to allow you to add a basic client record about the client / contact before you can start to work on your client /...
rating 28 Dec, 2018 Views: 536
What's New in Client Hub - Dashboard
Introduction to Dashboard Dashboard is a whole new way of working and designed to show data in a simplified way enabling you to be more efficient. Dashboard is a collection of Widgets which can be interacted with enabling fast navigation to the information that you need to complete. We hold a...
rating 28 Dec, 2018 Views: 498
How do I change addresses for individual or multiple clients?
You can add a new client address by using the Global Address Book or Find Client Address. Either is useful when you have a couple with the same address or an address that is used often throughout your clients. Global Address Book To change a client's address using the Global Address Book,...
rating 17 Mar, 2015 Views: 489
How do I use Client Notes?
You can use Client Notes to add notes against a client for future reference. Adding a note You can add a note to a client's record in TaxCalc in one of three ways: Edit an existing client and use the Notes screen. Right-click on a client within the Client Hub and choose Add Note. Click on...
rating 28 Dec, 2018 Views: 487
Setting up a new machine or user on CloudConnect for the first time
The following steps should allow users to add a new user/machine to CloudConnect. There are three main steps. Set up a new user in the CloudConnect database Add TaxCalc to the computer Log in as the user for the first time Please Note: The following information will be required in...
rating 12 Jan, 2019 Views: 484
How do I upgrade my licence? (Practice users)
If your requirements for the system change whilst you have an active license, it may be best to clarify your yearly requirements with a member of our Sales team. The reason for this is that the licences purchased will activate for a 12 month period and therefore you should consider what you will...
rating 22 Sep, 2017 Views: 461
Standard Security Roles
Practice and CloudConnect versions of TaxCalc support multiple user logins. These user accounts can have their permission levels set to specific 'user roles', which allows the TaxCalc Administrator (the admin user) greater control over what users can see and are allowed to edit. By default,...
rating 21 Mar, 2019 Views: 453
How long will my trial product last?
Trial versions are active for 14 days for Tax Return Production, Accounts Production, VAT Filer and Companies House Forms. A trial of the Client Hub is automatically included. If your trial has expired or should you wish to set up a trial please contact Sales on 0345 5190 883. You can find...
rating 29 May, 2018 Views: 445

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