Tips and Tricks
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.
rating 21 Mar, 2024 Views: 586
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...
rating 02 Dec, 2024 Views: 539
How can I make sure that the token I have selected will give me the correct information from my clients?
Within the Send Message screen/dialog the default view is ‘Create message’. To preview the results of a client specific Token that has been added to the message content: Make sure one or more recipients have been added within the To field (using Choose mailing list/Choose recipients) ...
rating 02 Dec, 2024 Views: 501
Drill-down – view and edit underlying financial information relating to values displayed in your Full/Registrar Financial Statements
When viewing your full and registrar financial statements in “Edit Mode”, you’re now able to access and edit the underlying financial information relating to values displayed in the reports. When the report is generated, select the button to “Switch to Edit Mode” and you’ll notice that...
rating 02 Dec, 2024 Views: 468
How do I edit a default Email template?
It is not possible to edit a default template. However, the content can be copied on to a new template which can then be edited. Within Communications Centre select Email Templates, select a default Template and click the link under the name Column. From the View message template...
rating 25 Feb, 2025 Views: 441
Creating a Checklist in WorkFlow
You can now create checklists within our Jobs if you have a WorkFlow licence. Simply create a new Job and on the Tasks tab select ‘Checklist mode’ on the top toggle. Checklists are also available within Job Templates in Admin Centre, so you can easily use them as templates for your...
rating 27 Jun, 2024 Views: 422
Envelope Statuses
Within eSign Centre the envelope is assigned a status depending on its current processing stage. The statuses are: Created - the envelope has been created but not yet sent Sent - the envelope has been sent from TaxCalc and is pending a status update Sent to Client - the envelope has been...
rating 04 Jul, 2023 Views: 417
The Difference between Jobs and Tasks
Standalone Task - When you have one Task with one assignee and one due date. Workflow Tasks – Within a Job, Workflow Tasks are useful for those work related Jobs when there are multiple Tasks with multiple assignees and multiple due dates. You can also add automation and Tasks dependencies. ...
rating 04 Jul, 2023 Views: 400
Adding Tokens to an Email Subject in Communications Centre
A token can be used to populate an email with client information. Tokens are available for client personal/business information and a selection of tax values. Simply select the relevant options from the Token dropdown list. The tokens will appear by default inside the email body, but you can...
rating 04 Jul, 2023 Views: 361
Producing a Multiple-Year Trial Balance
To produce a multiple-year trial balance, within Accounts Production select Reports > Trial Balance. Select Customise. The options are available to include additional periods and/or produce a column for Variance £ or %.
rating 04 Jul, 2023 Views: 348
Tips and Tricks Home Page
Communications Centre These articles provide you with tips and tricks you can use within Communications Centre. Using Custom Field Tokens in Communications Centre Request Records Reminders Communications Summary Widget Counters and Statuses Communications Centre...
rating 27 Jun, 2024 Views: 334
When an eSign envelope is sent, how do I view all documents within Signable on a mobile phone
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...
rating 02 Dec, 2024 Views: 318
Can I turn on automation for all clients at the same time?
Yes, the option to bulk activate automation must be selected when activating any automation. Launch Admin Centre. Select Applications > Communications Centre > Customise Communications Centre. From the left-hand menu select Automated Message Settings. Select the relevant automation to...
rating 25 Feb, 2025 Views: 313
Adding Other Relationships to an Envelope
eSign Centre allows you to add different relationships to an eSign envelope. You can also add ceased relationships as recipients if required. On the Recipient screen, simply click Add/Manage Relationships and manage client’s relationships directly from eSign Centre. You can choose existing...
rating 07 Dec, 2023 Views: 302
Using Custom Field Tokens in Communications Centre
Within Email Templates or Send Email, you can select the custom fields you have created within Admin Centre to populate in the client email. Simply select the options from the Token dropdown list to auto populate your email content with the custom field information.
rating 23 Mar, 2023 Views: 295

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