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When an eSign envelope is sent, how do I view all documents within Signable on a mobile phone
When an eSign envelope is sent from TaxCalc, your client will be prompted for signing via email (using the email address specified within the Recipients page). Please note that your clients will receive this based on the Signing Order also configured within the envelope. The email your client...
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02 Dec, 2024
Views: 248
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When an eSign envelope is sent, how do I view all documents within Signable on a computer
When an eSign envelope is sent from TaxCalc, your client will be prompted for signing via email (using the email address specified within the Recipients page). Please note that your clients will receive this based on the Signing Order also configured within the envelope. The email your client...
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02 Dec, 2024
Views: 347
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How do I use the Client Summary screen?
TaxCalc includes a Client Summary screen that allows you to manage and view your clients at a glance. This is a quick guide on how you can use this screen effectively. Open Practice Manager from the TaxCalc home screen and then double click on the client you wish to edit. Editing what you see ...
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02 Dec, 2024
Views: 1431
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Customising Columns in Work Management
Within the Work Management screen, default columns are displayed. You can modify the columns displayed, as well as the positioning of each column. Within Work Management right click on the column headings section. A list is displayed which shows all the column options available. Select the...
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02 Dec, 2024
Views: 127
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Automated Message Settings
Automated Message Settings allows you to automate the process of requesting records and sending optional reminder emails for clients which automatically generates a message. These messages can either be sent individually or in bulk. You can schedule emails to be sent to clients and select to...
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02 Dec, 2024
Views: 1632
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How can I make sure that the token I have selected will give me the correct information from my clients?
Within the Send Message screen/dialog the default view is ‘Create message’. To preview the results of a client specific Token that has been added to the message content: Make sure one or more recipients have been added within the To field (using Choose mailing list/Choose recipients) ...
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02 Dec, 2024
Views: 420
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Drill-down – view and edit underlying financial information relating to values displayed in your Full/Registrar Financial Statements
When viewing your full and registrar financial statements in “Edit Mode”, you’re now able to access and edit the underlying financial information relating to values displayed in the reports. When the report is generated, select the button to “Switch to Edit Mode” and you’ll notice that...
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02 Dec, 2024
Views: 377
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How to use custom eSign email templates
Within Admin Centre > Applications > eSign Centre select Email Templates from the left-hand menu. Click Add New Template to open the Email Templates dialog. Enter a Template Name. Then within the Template Body, enter the text you would like to use as your email template. Click Save...
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02 Dec, 2024
Views: 221
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Updating eSign Company Name or Email Address
In order to update the Company name or email address, please complete the below instructions: Go to Admin Centre. Go to the Applications option in the left-hand menu. Select eSign Centre and select the Customise eSign Centre option from the left-hand menu. Alternatively, you can double click...
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02 Dec, 2024
Views: 740
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Basis Period Transition when more than one accounting period
How should I enter details of multiple accounting periods for a self employment? From tax year 2024-25 onwards, self-employed individuals will be taxed on the profits that arise in the tax year that runs from 6 April to the following 5 April (the tax year basis). This replaces the previous current...
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02 Dec, 2024
Views: 2768
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Basis Period in the transitional year 2023/24 - how to use the basis period calculator
Basis Period Entries in TaxCalc (transitional year 2023/24) This article explains the entries to make for the 2023/24 transitional year. HMRC's business manual explains the rules, if you need to familiarise yourself before starting your entries in TaxCalc. You can either enter the adjustments...
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02 Dec, 2024
Views: 3501
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How do I import a letter template into Mail Merge?
When using the TaxCalc software, you may already have pre-established templates that you use for contacting you clients via email or post. This article will run through how to import your pre-existing templates and also modify the content to pre-populate data available. If you have pre-existing...
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02 Dec, 2024
Views: 2763
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How do I create a new report?
There are two ways to create a new report: Use an existing report as a starting point – if you just want to add a few additional columns to a report already provided. Create a new report from scratch – if an existing report doesn't cover what you require at all. To create a new report,...
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02 Dec, 2024
Views: 2042
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How do I use the Data Mine wizard?
The Data Mine wizard enables you to filter your entire client database by specific criteria. For example, you can search for anyone who is due to make a payment on account. You can access the Data Mine wizard in Administration, Report Manager or the Communications Centre. Once you've created a...
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02 Dec, 2024
Views: 19393
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ENV LoadIdData when starting TaxCalc from a users profile in a Hosted environment.
The following error may occur when TaxCalc is updated in a Hosted environment. If the update is not applied under the Administrator account, users may encounter the following error message on startup. If the update has not been applied by the Administrator, run the latest installer...
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27 Nov, 2024
Views: 848
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Where do I report foreign earnings not taxable in the UK?
You don't usually have to declare foreign earnings that aren't taxable in the UK on the tax return, however if you do want to declare these earnings please follow the instructions below. SimpleStep mode Go to Residence and remittance > Dual Residence. Complete the wizard for the relevant...
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20 Nov, 2024
Views: 5528
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TaxCalc Training
At TaxCalc, we know our products are easy to use and intuitive though also appreciate that bespoke training or consultancy may get you and your team using the product even more efficiently and effectively. So, whether you need training for a new module or consultancy to ensure you're getting the...
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19 Nov, 2024
Views: 123
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Self Serve Support Tools
As a TaxCalc customer, we want to give you access to as many educational tools as we can to help you with any TaxCalc queries you may have. Here we have listed a few to help you. We also offer bespoke training and consultancy sessions and more information cane be found here: TaxCalc Training. ...
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18 Nov, 2024
Views: 456
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R&D SME payable tax credit - calculation when periods straddle 1 April 2023
From 1 April 2023, the rate used for calculating the payable tax credit reduced from 14.5% to 10% for the R&D SME scheme. HMRC have issued guidance within the Research and Development manual (CIRD90500) on how to calculate the total payable tax credit when the accounting periods straddle 1...
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14 Nov, 2024
Views: 277
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How do I change registered email address for a client?
You can add or change a registered email address for a new or existing client in Practice Manager and you can also submit changes to the client’s registered email address to Companies House using Companies House Forms. Please follow these steps to add or change a registered email address for...
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11 Nov, 2024
Views: 100
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TaxCalc Release Notes 2024
Below are the Release Notes for TaxCalc 2024 releases. Click to see the Release Notes for 2013-2016 > 2017 > 2018 > 2019 > 2020 > 2021 > 2022 > 2023 TaxCalc Product Update - version 16.0.110 - Released on 23 October 2024 Please note: For Customers who have not already...
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31 Oct, 2024
Views: 172305
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Pension Lifetime Allowance changes from 1 April 2023
The lifetime allowance charge was abolished by Finance (No.2) Act 2023 s18 with effect from 6 April 2023, although other tax charges can apply in its place. Under Finance (No.2) Act 2023 s19, benefits that would have otherwise suffered a 55% lifetime allowance charge are instead treated as pension...
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24 Oct, 2024
Views: 159
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Getting Started with WorkFlow
WorkFlow is the enhanced integrated practice management solution everyone’s been waiting for. With TaxCalc’s Practice Manager (the enriched and renamed version of our trusted and popular Client Hub) working together with WorkFlow, you can take even more control of how your practice works by...
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23 Oct, 2024
Views: 3646
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WorkFlow - Feature Overview and Getting Started
WorkFlow is our enhanced integrated practice management solution. With TaxCalc’s WorkFlow you can take even more control of how your practice works by creating, customising and co-ordinating all your Jobs and Tasks in just a few simple steps. Whether you’re a new or existing TaxCalc user,...
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23 Oct, 2024
Views: 1216
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How to activate client restriction?
It is possible to assign specific clients to specific users within the database by placing client restrictions. This will restrict a user from viewing certain client/s. This can be done in the user's settings. In order to set the client restriction, Launch Admin Centre > Users > Edit User...
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23 Oct, 2024
Views: 1489
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