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Contacts - getting started

Article ID: 2683
Last updated: 27 Jul, 2020

With the release of our April 2017 update, we have introduced the concept of Contacts to Practice Manager.

You can use Contacts to set up non client individuals and companies that your firm may not currently act for. These could include prospects, spouses, company secretaries, directors and so on.

Contacts are created in the same way as clients.

Once created, you can view a contact by selecting Contacts from the drop down menu found on the Clients / Contacts screen in Practice Manager. From here you will be able to interact with and edit the Contact, adding any extra information required.

Converting Contacts into Clients

You can convert any contact into a client.

To do this:

  1. Open the Clients/Contacts screen in Practice Manager.
  2. At the top of the screen, change the view from Clients to Contacts.
  3. Open up the Contact.
  4. From the left hand menu, click on the Engagement step.
  5. Change the Client's engagement status to New.
  6. Enter a Client Code for this new Client.

Alternatively, when viewing a list of Contacts, click the right mouse button and choose Convert to Client from the menu.

Converting Clients into Contacts

  1. Open the Clients/Contacts screen in Practice Manager.
  2. Open up the Client.
  3. From the left hand menu, click on the Engagement step.
  4. Change the Client's engagement status to Contact.
  5. Click convert
  6. Finish > Finish and Save

Converting Non-Clients into Contacts

In earlier versions of TaxCalc, you could set up references for people that you did not act for using the Relationships wizard. These were called Non-Clients.

TaxCalc will continue to use any Non-Client relationship until you edit it. At this point, it will be turned into a Contact.

You can also convert all of the Non-Clients into Contacts by using the Non-Client Cleanup Wizard.

Using the Non-Client Cleanup Wizard.

To use the Non-Client Cleanup wizard:

  1. Click on the Notifications area and expand the Non-Client Cleanup panel.
  2. Click on Open Cleanup Wizard

  1. Follow the onscreen instructions to back up your database.
  2. The wizard will show you any Non-Clients it has found. Use the Show drop down menu to switch between all non-clients, suspected duplicates, non-client records to be merged and non-clients to be kept.

  1. As you change between the list types, you will see various lists of Non-Clients. Use the blue drop down menus to keep them as they are, add or remove them or merge them with another Client or Contact
  2. If you choose the Remove and Merge option, click on the spyglass icon to find a Client or Contact to merge to
  3. Click Continue to review changes
  4. Click Finish to close the wizard
Article ID: 2683
Last updated: 27 Jul, 2020
Revision: 11
Views: 939
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