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How do I create a client portfolio?
Before you can establish a client portfolio for different users within Practice Manager, you need to make sure that the users have been set up correctly within Admin. Go to Admin > Users and check how many users appear. If there is only one user (the default will be hub admin), then read...
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02 Oct, 2025
Views: 2262
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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...
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02 Dec, 2025
Views: 2113
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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 ...
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02 Dec, 2024
Views: 1930
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How does eSigning work with TaxCalc Document Manager?
When you need formal approval from your client, simply use TaxCalc eSign Centre to pack your documents into an eSign envelope and send for signature. Once the signing process is complete, upload your signed document to Document Manager in just a few simple steps. Please note: You will need an...
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02 Oct, 2025
Views: 1846
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eSign Credentials – Email already in use
If you receive an error message titled Email already in use when trying to send an eSign envelope, it is because the email address you are trying to use has an account with Signable already associated with it. You will need to enter a new email address to be used with eSign Centre. After...
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02 Dec, 2025
Views: 1248
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How do I create Charity accounts in TaxCalc?
From version 16.5.460 of TaxCalc we introduced the option to create SORP compliant accruals accounts for Charitable Companies (Limited by Guarantee), Charitable Incorporated Organisations and Charitable Unincorporated Associations registered in England and Wales. Please note that the first phase...
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02 Oct, 2025
Views: 1180
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How do I create a Community Interest Company (CIC) Report?
To create a Community Interest Company (CIC) Report, first you need to mark a company as a community interest company (CIC) in TaxCalc, following these steps: Launch Practice Manager. Double-click on the relevant company. Click on Company Information. Tick the checkbox Company is a Community...
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03 Jun, 2025
Views: 1124
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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: 1017
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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: 1015
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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: 1005
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eSign Envelope Protection Options
When creating or editing an eSign envelope, users can choose between two available protection options: Advanced Electronic Signature (OTP) Standard Electronic Signature Within eSign Centre > Create an envelope select the required protection: Advanced Electronic Signature (OTP) This...
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02 Oct, 2025
Views: 975
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Job Template Task Actions
There are two different methods to create your Tasks, Workflow mode or Checklist mode. Workflow mode allows you to automate the start of each Task, making your Jobs run more efficiently, so that no manual updates are needed. You can setup your Tasks so that when one is complete, the next Task...
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02 Dec, 2025
Views: 953
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How capital gains tax is calculated on disposals made on or after 30 October 2024
For disposals of assets, other than residential property or carried interest, made on or after 30 October 2024, the rates on which Capital Gains Tax (CGT) is charged increased from 10% and 20% to 18% and 24% respectively. HMRC have specified that the automatically generated calculation of Capital...
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03 Jun, 2025
Views: 940
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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: 924
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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: 905
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