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Error message 'Authorisation details not found' appears on workstations when using network version of TaxCalc
Some users have reported that after updating their login details on the TaxCalc website, additional machines (workstations) may get the error message Authorisation details not found. This is because when the system was set up the workstations couldn't 'see' the server properly and a file called...
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27 Dec, 2019
Views: 393
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Quick access via the cog menu
TaxCalc includes a cog menu that you can access from many screens within TaxCalc. This allows you to jump into other applications, access tasks and add notes to a client without navigating to a different area. When the cog menu is accessible it's shown at the top right of the screen, below the...
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23 Oct, 2019
Views: 386
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Deactivating an Existing Task
If you are already using Tasks in Practice Manager to manage your work, but have purchased our enhanced Practice Manager product, Practice Manager Plus, to take advantage of our new Job Template functionality, simply follow the Getting Started with Practice Manager Plus guide to create your Job...
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24 Oct, 2019
Views: 376
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Error setting up a New Client (Standalone Database)
If you are running the standalone version of TaxCalc, you may experience a saving error when creating a new client in Practice Manager: This occurs when using the Global Address Book to input the client address on version 5.2.060. To get around this while we work on a fix for the error, you...
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17 Oct, 2019
Views: 359
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TaxCalc Mail Merge fails or does not work as expected
The TaxCalc Mail Merge function relies on the automation in the Microsoft Office Suite On occasion, customers report that it does not work as it should, (normally due to problems with their copy of Office or the COM add-ins). If you experience problems with Mail Merge, please go through the...
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23 Oct, 2019
Views: 351
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What happens to the TaxCalc Application when the licence expires and is not renewed?
When the TaxCalc license expires, all of the content in the database becomes read-only. The application will not allow the user to edit, file or print tax returns or accounts. You will still be able to view your existing client list however their returns will be locked in a read only state until...
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12 Oct, 2020
Views: 346
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How do I set up a report for current CT return work status, ordered by date?
To set up a report that shows the tax return status of all limited company clients sorted by Corporation Tax (CT) end date, rather than by filing status, follow these instructions: Open Practice Manager. Select Report Manager from the left-hand menu. Double-click on Current CT Return work...
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17 Oct, 2019
Views: 341
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What has happened to the Homescreen? (Professional)
TaxCalc now uses Practice Manager to store, record and manage clients’ data. Once the client is set up in Practice Manager it is simple to start preparing their tax return or accounts. This setup gives you the benefit of storing all your data centrally and also allows for integration between...
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17 Oct, 2019
Views: 289
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What is a Job Template?
If you are using Jobs and Tasks, you'll probably be using them for frequent work, such as Tax Returns. Instead of creating a new Job for every client each time you want to do a Tax Return, you can create a Job Template. The Job Template can contain multiple Tasks, just like a standard Job....
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06 Nov, 2020
Views: 288
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Automatic Task Updates
The TaxCalc software can now enable automated task functions. To enable these features, simply navigate to the following screen: Go to Admin Centre Select Applications and highlight Practice Manager Then Customise Practice Manager Scroll down to Client /Non-Client activity types Go to Task...
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04 Aug, 2020
Views: 262
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Date Offsets in Jobs and Tasks
Within a Job Template and the associated Tasks, you can use date offsets to calculate when Jobs or Tasks are due so that you don’t miss important deadlines. You can specify a due date and a start date to determine when the Job or Task is to begin. You can also set due date and start date...
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23 Oct, 2019
Views: 244
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How to use the Consent Management feature within Practice Manager
This article will go through the steps on using Consent Management for GDPR. Step 1: Launch Practice Manager Step 2: Select a Client/Contact you have created (Double – click on the client or right click on the client and click on Edit Client/Contacts). Step 3: Select Engagement from...
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31 Oct, 2019
Views: 242
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How to change from limited by guarantee to limited by shares and vice versa once a client has been set up.
In Practice Manager select the client and select Edit Client/Contact. Select Company Information. The Type of Company field is greyed out, which means it cannot be amended at present. To be able to amend the Type of Company you must first delete any relationships setup. Click...
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23 Oct, 2019
Views: 234
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How do I create multiple relationships for the same person/entity(e.g. Director/Shareholder/PSC)?
To create multiple relationships for the same person/entity, complete the following steps: Launch Practice Manager. Double-click on the relevant client. Click on Relationships. Add the individual/entity first by selecting Create Relationship. Click on Finish and Save. Tick Show all...
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17 Oct, 2019
Views: 199
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How to create a Job
You can create a Job for ad hoc work without using a template. This will be useful for a collection of tasks where the workflow is specific to that Job only. For Jobs that are regular in nature and workflow, such as accounts and tax, you will probably want to create and apply a template that can...
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05 Nov, 2020
Views: 198
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