How do I define my own work statuses?
TaxCalc allows you to create your own work status for accounts, tax and VAT, and Companies House Forms.
To add your own status:
- Select Admin Centre from the home screen.
- Click on Applications on the left-hand side.
- Click on Practice Manager on the right side of the screen.
- Click on Customise Practice Manager on the left-hand side.
- Click on Work Item Status on the left-hand side of the customisation screen for Practice Manager.
- Click Continue on the bottom left-hand side of the screen to Create, Edit and Delete work statuses for Accounts, Tax Work, VAT Work, and Company Form on the following pages.
- Once you have completed these, go to Finish and then Finish and Save.
You can now use a new status within Practice Manager:
- Select the client in Practice Manager.
- Select Set Work Status from the left-hand menu and select the Status you would like to change.
- Select Edit Status here for use in Practice Manager.
Please note: Default statuses are locked and cannot be amended or removed.
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