Knowledge Base - Tips and Tricks

Tips and Tricks

	How do I use the Data Mine wizard? The Data Mine wizard enables you to filter your entire client database by specific criteria. For example, you can search for anyone who is due to make a payment on account. You can access the Data Mine wizard in Administration, Report Manager or the Communications Centre. Once you've created a...
	02 Dec, 2024 Views: 19501

	Top Tips and Tricks Here are a few tips and tricks to help you in TaxCalc! Communications Centre These articles provide you with tips and tricks you can use within Communications Centre. How can I make sure that the token I have selected will give me the correct information from my clients? Practice...
	05 Dec, 2024 Views: 10150

	Basis Period in the transitional year 2023/24 - how to use the basis period calculator Basis Period Entries in TaxCalc (transitional year 2023/24) This article explains the entries to make for the 2023/24 transitional year. HMRC's business manual explains the rules, if you need to familiarise yourself before starting your entries in TaxCalc. You can either enter the adjustments...
	06 Feb, 2025 Views: 5839

	Basis Period Transition when more than one accounting period How should I enter details of multiple accounting periods for a self employment? From tax year 2024-25 onwards, self-employed individuals will be taxed on the profits that arise in the tax year that runs from 6 April to the following 5 April (the tax year basis). This replaces the previous current...
	06 Feb, 2025 Views: 5159

	How do I import a letter template into Mail Merge? When using the TaxCalc software, you may already have pre-established templates that you use for contacting you clients via email or post. This article will run through how to import your pre-existing templates and also modify the content to pre-populate data available. If you have pre-existing...
	02 Dec, 2024 Views: 2864

	How do I create a new report? There are two ways to create a new report: Use an existing report as a starting point – if you just want to add a few additional columns to a report already provided. Create a new report from scratch – if an existing report doesn't cover what you require at all. To create a new report,...
	02 Dec, 2024 Views: 2129

	Automated Message Settings Automated Message Settings allows you to automate the process of requesting records and sending optional reminder emails for clients which automatically generates a message. These messages can either be sent individually or in bulk. You can schedule emails to be sent to clients and select to...
	02 Dec, 2024 Views: 1758

	Posting a Tax Journal to Accounts Production The Post Tax Journal page can be accessed by clicking Post Tax Journal on the Check and Review your Return screen within Check and Finish. This feature is present on the CT600 Version 3 onwards and can used to post a corporation tax charge or refund directly into Accounts Production based on the...
	01 Nov, 2023 Views: 1623

	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 Practice Manager from the TaxCalc home screen and then double click on the client you wish to edit. Editing what you see ...
	02 Dec, 2024 Views: 1578

	Updating eSign Company Name or Email Address In order to update the Company name or email address, please complete the below instructions: Go to Admin Centre. Go to the Applications option in the left-hand menu. Select eSign Centre and select the Customise eSign Centre option from the left-hand menu. Alternatively, you can double click...
	02 Dec, 2024 Views: 850

	Bulk Update Clients Bulk Update Clients allows you to update certain information in bulk for your clients within Practice Manager. Bulk Updating Clients: Within Practice Manager, select the clients from the Client list. From the left-hand menu, select Bulk Update Clients to display the Bulk Update Clients...
	01 Nov, 2023 Views: 630

	Request Records Reminders As well as being able to automate the process of requesting records, you can also automate sending optional reminders for specific contacts generating a message within the Pending Messages queue waiting for you to review and send. To activate the reminders automation, go to Admin Centre >...
	23 Mar, 2023 Views: 627

	TaxCalc Training At TaxCalc, we know our products are easy to use and intuitive though also appreciate that bespoke training or consultancy may get you and your team using the product even more efficiently and effectively. So, whether you need training for a new module or consultancy to ensure you're getting the...
	10 Feb, 2025 Views: 577

	How to Review a Yearly Comparison of your Tax Return Within Tax Return Production, select the client and the tax return. From the View menu, select Yearly Comparison. From here you will be able to see the details the variance in income and expenses between the current and prior tax year.
	21 Mar, 2024 Views: 568

	When an eSign envelope is sent, how do I view all documents within Signable on a computer When an eSign envelope is sent from TaxCalc, your client will be prompted for signing via email (using the email address specified within the Recipients page). Please note that your clients will receive this based on the Signing Order also configured within the envelope. The email your client...
	02 Dec, 2024 Views: 519