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TaxCalc display is too large after update.
In the late 2017/early 2018 update, TaxCalc utilised a new component which more closely adheres to the Microsoft usability guidelines for display purposes. However, we have found that due to the wide variety of hardware and software in use (and tweaked user settings) this may not always display as...
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27 Dec, 2019
Views: 753
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How do I run a report?
To run a report, follow these instructions: Open Practice Manager. Select Report Manager from the left-hand menu. Highlight the report you want to run. Select Run Report from the left-hand menu. NOTE: Don't double-click on the report as this will open it for editing.
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17 Oct, 2019
Views: 717
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Assigning Tasks to Accounts, Tax returns and VAT returns
Using Task Manager, you can assign tasks to sets of accounts, tax returns and VAT returns. You can also set reminders for the due date and the start date of the task. You can do this by following these steps: Launch Practice Manager. Click on Work Management on the left menu. Click on Create. ...
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17 Oct, 2019
Views: 710
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What is the Client Questionnaire?
The Client Questionnaire allows you to create a Word document for each personal client showing the previous year's income sources (including details from any wizards or schedules). You can only create a Client Questionnaire using Word 2007, 2010 or 2013. You can use the Client Questionnaire to: ...
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27 Oct, 2015
Views: 710
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How do I change addresses for individual or multiple clients?
You can add a new client address by using the Global Address Book or Find Client Address. Either is useful when you have a couple with the same address or an address that is used often throughout your clients. Global Address Book To change a client's address using the Global Address Book,...
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17 Oct, 2019
Views: 694
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Setting User Security Roles
Practice and CloudConnect versions of TaxCalc allow multiple users to log in to the software. Each user is assigned to a Security Role which controls the level of permissions for any user assigned to it. A security role's permissions are defined when setting up the user or when editing the...
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23 Oct, 2019
Views: 684
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Importing a Tax Return stored as a file into the Database
Tax Returns can be stored outside of the database, but on occasion you may wish to import them into the database. This has the advantage of not being reliant on the machine you are using and being able to see the tax return file location, as the data is stored in the database, it is always...
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23 Oct, 2019
Views: 672
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How do I add the Tax Status column in Practice Manager?
The tax status of clients is no longer shown by default but you can add this column by following these instructions: Open Practice Manager. Click on View in the top menu bar. 3. Select Customise your Client List from the drop-down menu. 4. In the Customising your Client List window,...
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24 Mar, 2020
Views: 653
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Dashboards and Widgets
Introduction to Dashboards Dashboard is a collection of widgets that can be added, removed and grouped to enable fast navigation to relevant information. Dashboard is designed to show data in a simplified structure, enabling greater efficiency. You can create multiple dashboards containing...
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04 Aug, 2020
Views: 640
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How do I use Client Notes?
You can use Client Notes to add notes against a client for future reference. Adding a note You can add a note to a client's record in TaxCalc in one of three ways: Edit an existing client and use the Notes screen. Right-click on a client within Practice Manager and choose Add Note. Click...
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17 Oct, 2019
Views: 639
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How do I link individual clients to a partnership?
Once you've created relationships in Practice Manager, you can link individual clients to a partnership by following these steps: Check that all of your clients (and the relationships) contain a Unique Tax Reference (UTR). Open the partnership client in Tax Return Production. Open the...
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17 Oct, 2019
Views: 634
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How do I upgrade my licence? (Practice users)
If your requirements for the system change whilst you have an active license, it may be best to clarify your yearly requirements with a member of our Sales team. The reason for this is that the licences purchased will activate for a 12 month period and therefore you should consider what you will...
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23 Oct, 2019
Views: 614
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GDPR Checklist - Controllers and Processors
CONTROLLERS AND PROCESSORS CHECKLIST Controllers Checklist Processors Checklist Step 1 of 4: Lawfulness, fairness and transparency 1.1 Information you hold: Your business has conducted an information audit to map data flows. You should organise an information audit across your business or...
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31 Oct, 2019
Views: 613
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How to archive or delete a Client/Contact
This article will go through the steps on archiving and deleting a client or contact in your TaxCalc database. Should you wish to restore an Archived Client/Contact please refer to our Knowledge Base article on: How do I restore an archived or deleted client? Please note: Deleting a...
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17 Oct, 2019
Views: 604
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What is TaxCalc Hub?
Hub is the intelligent platform underpinning TaxCalc, Accounts Production, VAT & Company Secretarial. It comes free with your practice software and installs automatically with it. Hub is the central platform on which all your TaxCalc products sit. It shares information to minimise...
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15 Sep, 2017
Views: 598
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