What is Non-TaxCalc Work?

Any item of work you physically process outside of a TaxCalc module.  This could be activities such as Payroll or Bookkeeping.

What will enabling this functionality allow?

You will be able to create work periods and set work item statuses from within a job for any enabled activity types. This means you can track both the progress of the job itself, and the status of any associated work.

If you do not wish to use jobs, but still want to track the work status for an activity, you can create work directly against the Client by selecting the Non-TaxCalc Work menu option from within the client list.

Non-TaxCalc work can be tracked in a similar way to your TaxCalc work items, for example, Accounts, VAT and Tax, by using the related client list columns, reports and dashboard widgets that are now available.

How do I enable an activity for use with Non-TaxCalc work item periods and statuses?

A user with administrator permissions can go to Admin Centre > Applications > Customise PM > Activity Types and enable activity types for Create Non-TaxCalc Work.

Alternatively, if creating the work within a job, you can enable the activity (providing you have administrator permissions) by ticking the Set client work option and selecting Confirm on the subsequent dialog presented (which advises that the activity type is not yet enabled).

Please Note: This functionality requires a Practice Manager Plus Licence.