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 Client Hub on the right side of the screen.
- Click on Customise Client Hub on the left-hand side.
- Click on Work Status on the left-hand side of the customisation screen for Client Hub.
- 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 Client Hub:
- Select the client in Client Hub.
- Select Set Work Status from the left-hand menu and select the Status you would like to change.
- Select Create Status, Edit Status or Delete Status here for use in the Client Hub.
Please note: Default statuses are locked and cannot be amended or removed.