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How do I use Services Offered?

Article ID: 2331
Last updated: 17 Oct, 2019

You can use TaxCalc to help you keep track of the services that you offer to your clients, as well as the usual fees charged to them.

Adding, editing or deleting services

TaxCalc provides several default services, but you can change these by deleting, editing or adding your own.

  1. Select Admin Centre from the home screen.
  2. Click on Applications on the left-hand side.
  3. Click on Practice Manager.
  4. Click on Customise Practice Manager on the left-hand side.
  5. Navigate to Services Offered on the left of the customisation screen for Practice Manager.
  6. Create, Edit and Delete any service that you want to offer to clients.

Adding services to a client record

When editing a client's record, for example, through Practice Manager, you can add a service that a client has instructed you to perform.

  1. Right-click on the client in Practice Manager.
  2. Select Edit Client / Contact.
  3. Navigate to Engagement in the left-hand menu – this will open the Engagement screen that details any engagement with your practice.
  4. Click on Services Rendered
  5. Now click on Manage Services on the right-hand side of the screen – this will open the window where you can tick any relevant services that the client has engaged you in.
  6. Enter a usual fee chargeable for this service if required.
  7. Enter the details and click Save.
Article ID: 2331
Last updated: 17 Oct, 2019
Revision: 10
Views: 585
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