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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: 956
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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: 956
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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: 932
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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: 930
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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: 897
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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: 876
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Can I attach a TaxCalc document such as a set of Accounts or Tax return to an Email I am sending to my client from within Communications Centre?
Yes. Although we strongly recommend that when sending TaxCalc documents to your clients you use Document Manager and eSign Centre where possible. However, should you wish to send a TaxCalc document as an attachment to an Email you will need to generate the document and save externally. Once...
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02 Oct, 2025
Views: 853
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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: 799
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Can I create a Mailing List to show me all clients that have had a payment on account?
Yes, you can. To do this: Launch Communications Centre and select Mailing Lists. Click Create mailing list. Enter a Name and Description. Select Advanced client selection (Data Mine) > Data Mine > Add Condition. Search for ‘Has payments on account’. Select the condition from the...
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02 Oct, 2025
Views: 796
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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: 758
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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: 731
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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: 717
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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: 672
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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: 653
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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: 649
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