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How do I use Services Offered?

Article ID: 2331
Last updated: 28 Dec, 2018

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 Client Hub in the middle of the screen.
  4. Click on Customise Client Hub on the left-hand side.
  5. Navigate to Services Offered on the left of the customisation screen for Client Hub.
  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 Client Hub), you can add a service that a client has instructed you to perform.

  1. Right-click on the client in Client Hub.
  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 that will now be showing on the left-hand menu under Engagement
  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: 28 Dec, 2018
Revision: 8
Views: 558
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