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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...
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27 Jun, 2024
Views: 505
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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...
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04 Jul, 2023
Views: 500
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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 %.
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04 Jul, 2023
Views: 500
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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...
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25 Feb, 2025
Views: 488
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Can I track work periods in TaxCalc, for things I do outside of TaxCalc like payroll?
You can track the work item periods and statuses for work you do outside of TaxCalc, for example, Payroll, directly via the Client List or from within a job. In Admin Centre > Applications > Practice Manager/WorkFlow select Activity Types from the left-hand menu. Select the Activity Type...
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25 Feb, 2025
Views: 479
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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...
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02 Dec, 2024
Views: 454
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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: 446
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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...
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07 Dec, 2023
Views: 429
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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.
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23 Mar, 2023
Views: 425
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How to use custom eSign email templates
Within Admin Centre > Applications > eSign Centre select Email Templates from the left-hand menu. Click Add New Template to open the Email Templates dialog. Enter a Template Name. Then within the Template Body, enter the text you would like to use as your email template. Click Save...
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02 Dec, 2024
Views: 425
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Adding Custom Field Columns in the Client List
Within the client list in Practice Manager, you can add/remove columns that you want displayed by right-clicking over the column header. You can also add your custom fields to display as a column from here.
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23 Mar, 2023
Views: 399
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How to Delete Emails in Bulk
To delete emails in bulk go to Communications Centre. From Message Activity select Sent/Cancelled from the top of the screen. Use Ctrl+A to select all the messages or Ctrl+Select to select specific messages to delete. Click Delete. The following message is displayed: Click Confirm to...
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21 Mar, 2024
Views: 387
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How to get rid of the eSign notification
When the envelope has been signed and completed by the client, the user who created the envelope will receive a notification within the TaxCalc application. Notifications ( Far top Right ) eSign Document Status > Show details View Document Click on the envelope Click on the cross under...
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25 Feb, 2025
Views: 377
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How to adjust self-employment profits for accounting periods not aligned with the tax year (from 2024/25 onwards)
When processing the information for the 2024/25 tax year, the Basis Period Reform will have already taken place. If you are unfamiliar with the rules surrounding this, it is recommended that you review this HMRC webpage for further information. If for any reason, a self employed individual has...
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03 Jun, 2025
Views: 374
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Uploading External Documents to an eSign Envelope
From eSign Centre you can send documents to your clients and contacts for signing. You can upload any TaxCalc document to your envelope, as well as any external documents from your computer. Within the envelope, select the Manage Documents screen. Click Add TaxCalc Documents to upload TaxCalc...
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04 Jul, 2023
Views: 367
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