Knowledge Base - Practice Manager

Practice Manager

	I cannot locate the ‘Quick Setup’ option for new clients? The ‘Quick Setup’ option previously accessed through Create New Client / Contact in Practice Manager has been renamed to Finish. The Create New Client / Contact wizard continues to allow you to add a basic client record about the client / contact before you can start to work on your client /...
	17 Oct, 2019 Views: 589

	How do I set up a report for SA work status sorted by client name? To set up a report that shows the tax return status of all clients sorted by client name, rather than by filing status, follow these instructions: Open Practice Manager. Select Report Manager from the left-hand menu. Double-click on Current SA Tax Return work status. Select Report...
	17 Oct, 2019 Views: 585

	How to manage Portfolios It is possible to assign specific clients to specific users within the database. This can be done in the user's settings. In order to set the client restriction, go to Administration > Users > Edit User > Client Restriction. Select if the user is to have access to All Clients or...
	17 Oct, 2019 Views: 585

	How do I add my own activity types? You can add own activity types by following these steps: Click on Admin Centre from the home screen. Select Applications from the left-hand menu. Click on Practice Manager. Click on Customise Practice Manager on the left. In the customisation screen, click on Client and Non-Client activity...
	06 May, 2020 Views: 581

	Can I run TaxCalc on Linux? The TaxCalc application is now available on Linux for Individual and Standalone practice users. We are currently developing a network version which will be available in the future. As for now, you are able to have a LINUX machine as one of the additional machines if a windows machine acts as the...
	19 Mar, 2020 Views: 522

	How long will my trial product last? Trial versions are active for 14 days for Tax Return Production, Accounts Production, VAT Filer and Companies House Forms. A trial of Practice Manager is automatically included. If your trial has expired or should you wish to set up a trial please contact Sales on 0345 5190 883. You can find...
	17 Oct, 2019 Views: 504

	How to setup a Task You can create a Task and specify the client and any work association required, as well as the date information, for example, dates, reminders and recurrence. From the Work Management menu in Practice Manager, select Create. The Create a Task or Job dialog is displayed. Select Create Task....
	23 Oct, 2019 Views: 503

	How to reset the TaxCalc website password If the password you are using to access the TaxCalc website does not allow you to log, in it will need to be reset. Go to www.taxcalc.com. Click on the Log in button at the top right. Select the Forgot your password? link. Enter your registered email address you use to access...
	23 Oct, 2019 Views: 502

	How do I create a client portfolio? Before you can establish a client portfolio for different users within Practice Manager, you need to make sure that the users have been set up correctly within Administration. Go to Administration > Users and check how many users appear. If there is only one user (the default will be...
	17 Oct, 2019 Views: 494

	How do I use custom tasks? TaxCalc allows you to create your own tasks as well as using the defaults already within TaxCalc. Create a Custom Task Type Before you can use a task type within Task Manager, you need to add it to TaxCalc: Select Admin from the home screen. Click on Applications. Double-click on...
	23 Oct, 2019 Views: 489

	How do I find tasks by due date? You can filter tasks by due date by following these steps: Open Practice Manager. Click on Work Management. Click on the Filter Select Due Between from the by date drop-down menu. NOTE: you can now filter the tasks that are due between one, seven or thirty days. Enter the relevant Start...
	22 Oct, 2020 Views: 477

	How to create and apply a Job Template For Jobs that are regular in nature and workflow despite being for different clients, such as producing accounts, you can create and apply a Job Template which can be used to auto-populate certain selections for the Job and related Tasks. We have provided some default templates for Annual...
	05 Nov, 2020 Views: 432

	Practice Manager Plus: Collateral Practice Manager Plus provides additional functionality to Practice Manager including advanced workflow and work management, dashboards and multiple offices. Within these three key areas of functionality there is plenty of flexibility to cater for the differing requirements in every practice. ...
	04 Nov, 2020 Views: 422

	Using the Action Button to view all tasks relating to a client You can use the Action button (the cog shaped button in the top right of the window) to view and modify any outstanding tasks assigned to a client. Additional functionality has been added to the Outstanding Tasks menu when viewing tasks relating to a client via their tax return or set of...
	23 Oct, 2019 Views: 415

	How to create a mail merge for July payment on account To produce reminder letters for the second payment on account due by 31 July, you can use Mail Merge as follows: 1. Select Practice Manager from the Homepage. 2. Select Mail Merge from the left hand panel. 3. Select Create New Mail Merge. 4. Go to Mail Merge Information and add a name and...
	17 Oct, 2019 Views: 397