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Can I email my clients directly through Mail Merge?
You can't email your clients directly through Mail Merge. But if you use Outlook you can create an email document in Mail Merge and send it via Word. This will take a few minute to setup, but the template and shortcut will make the process much quicker for future use. First, create the...
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23 Oct, 2019
Views: 2091
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How do I use the demo database?
The demo database allows you to practise using TaxCalc on a separate standalone database and trial its features without having to enter lots of data. To use the demo database, follow these steps: Start up the trial product in TaxCalc. Click on Notifications in the top right-hand corner. ...
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23 Oct, 2019
Views: 2057
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Setting up a new machine or user on CloudConnect for the first time
The following steps should allow users to add a new user/machine to CloudConnect. There are three main steps. Set up a new user in the CloudConnect database Add TaxCalc to the computer Log in as the user for the first time Please Note: The following information will be required in...
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24 Mar, 2020
Views: 1902
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I am using Microsoft Office 2003 and Mail Merge does not seem to be working
TaxCalc does not support the use of Office 2003 for any TaxCalc integration. If you are planning on Importing or exporting summaries/accounts into TaxCalc, it is recommended that you have Microsoft Office 2010, 2013, 2016 or Office 365. PLEASE NOTE: TaxCalc cannot offer help with the use of...
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11 Sep, 2018
Views: 1736
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How do I import a letter template into Mail Merge?
To upload your own template into Mail Merge, follow these steps: Go to Practice Manager from the home screen. Select Mail Merge from the left-hand menu. Select Create New Mail Merge. Enter Mail Merge Information (Name and Description) Select Client Selection. Click on Specific clients. ...
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23 Oct, 2019
Views: 1529
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GDPR Checklist - Information security checklist
INFORMATION SECURITY CHECKLIST Step 1 of 5: Management and organisational information security 1.1 Risk management Your business identifies, assesses and manages information security risks. Before you can establish what level of security is right for your business you need to review the...
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31 Oct, 2019
Views: 1522
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How do I import my company details into Practice Manager from the HMRC Client list?
If you have moved over from the HMRC website to TaxCalc, you will be able to extract certain details into a CSV file and import this into TaxCalc to populate your client list. You can do this by following these instructions: Log in to your HMRC account. Go to Services you can use >...
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17 Oct, 2019
Views: 1510
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How do I create a new client?
Before you are able to start working on a client within Tax, Accounts or VAT, you will need to create the client in Practice Manager to store the details against. This is because the work completed will need to be stored against a client in the database. In order to set up a new client, please...
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17 Oct, 2019
Views: 1448
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What do the EU VAT rules on digital services mean to me?
In January 2015 the European Union (EU) introduced legislation specifying that businesses supplying digital services to customers within the EU must charge VAT at the rate applicable in the country in which the service is ostensibly consumed. This also applies to businesses that themselves are...
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23 Oct, 2019
Views: 1422
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What is Advanced Security?
Advanced security is only currently available to customers purchasing CloudConnect , however if this is something that you are interested in then please register your interest by contacting support. Your TaxCalc customer account is currently accessed through an email address and password...
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23 Oct, 2019
Views: 1294
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Getting Started with Practice Manager Plus
Practice Manager Plus 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 Practice Manager Plus, you can take even more control of how...
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03 Nov, 2020
Views: 1284
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Setting up the Beta test version
In order to set up the Beta test version, you need to transfer a backup from your live system onto another computer to ensure that you have data to work with. The instructions required to do so are listed below. Live System Ensure all TaxCalc users are logged off of the software. Network...
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24 Mar, 2020
Views: 1269
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How do I upgrade my TaxCalc practice software?
To understand some of the terms used on this page please read What is the difference between renewing, upgrading and updating my TaxCalc practice software?. You can upgrade your TaxCalc Tax Return Production or Accounts Production package to a different one at any time. If you're within 30 days...
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12 Feb, 2020
Views: 1185
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GDPR Checklist - Data sharing and subject access checklist
DATA SHARING AND SUBJECT ACCESS CHECKLIST Step 1 of 5: Data sharing governance 1.1 Data sharing policy Your business has communicated policies, procedures and guidance to all staff that clearly set out when it is appropriate for them to share or disclose data. Your policies, procedures and...
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31 Oct, 2019
Views: 1118
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How do I use TaxCalc's Encrypted PDF tool?
Encrypted PDF is an add-on product provided by TaxCalc, that allows a return to be saved as a PDF document and then encrypted with a password. This encrypted PDF document will not open until the correct password has been entered. As the password is hard coded into the document itself, it will be...
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23 Oct, 2019
Views: 1052
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