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How do I generate a mail merge letter for a single client?
Within Practice Manager you can send Mail Merge letters to single clients. In Practice Manager right-click on the client. Select Send Letter. The Send Letter dialog is displayed. Select the required letter and click Send. The letter is then opened in MS Word and the message...
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03 Jun, 2025
Views: 872
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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...
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01 Nov, 2023
Views: 865
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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 >...
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23 Mar, 2023
Views: 843
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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.
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21 Mar, 2024
Views: 779
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Can I upload MS Word documents to an eSign envelope?
You can now include external PDF documents within your eSign envelope. This is particularly handy should you wish to send engagement letters to your clients. As engagement letters are generated in MS Word, you will need to convert them to PDF in order to upload them to the envelope. Converting...
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03 Jun, 2025
Views: 747
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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...
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25 Feb, 2025
Views: 739
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How to Override Job’s Template Settings
When a job is created from a Template a link to that template is maintained. This allows changes to be made to the template in the future and for those changes to then be automatically applied to any job using that template when it next recurs. For example, if the template has been set to use...
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03 Jun, 2025
Views: 729
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How do I submit the Community Interest Company (CIC) Report to Companies House?
Before you're ready to submit the accounts and CIC report to Companies House you will need to follow the steps included in How do I create a Community Interest Company (CIC) Report? Companies House prescribes that certain financial statements are filed as a zip package via the Companies House...
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03 Jun, 2025
Views: 698
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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...
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02 Dec, 2024
Views: 687
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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) ...
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02 Dec, 2024
Views: 683
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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...
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02 Dec, 2024
Views: 636
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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...
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27 Jun, 2024
Views: 593
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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. ...
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04 Jul, 2023
Views: 576
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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...
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04 Jul, 2023
Views: 547
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How to Assign Jobs to Additional Managers
Within Admin Centre you can create a custom field for Users to display a list of users within the practice which allows you to set additional custom user roles against the client. Adding a User Custom Field: Within Admin Centre > Applications > Customise Practice Manager, select the...
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03 Jun, 2025
Views: 536
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