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What is the Business Creation Wizard?
With Making Tax Digital on the horizon, we’re getting you set up for the future. The Business Creation Wizard enables you to define separate businesses within the same client. This will make reporting on multiple businesses with different year ends easier to manage and record specific details...
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23 Oct, 2019
Views: 197
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How do I edit client notes in Practice Manager?
You can only edit client notes if you're set up as an administrator, partner or manager. Users set up as secretary, junior or senior don't have the required privileges. To edit a client note that's already been created, follow these steps: Open Practice Manager. Right-click on the client and...
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17 Oct, 2019
Views: 187
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What is a Job?
You can now organise your Tasks by collating them in a single Job. A Job contains multiple Tasks which allows you to automate services offered by your practice, like Tax Returns. For example, there are several steps involved in processing a Tax Return. To make your life easier, you can create...
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06 Nov, 2020
Views: 185
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GDPR Checklist - CCTV
CCTV CHECKLIST Step 1 of 4: Installing a system 1.1 Data protection impact assessment Your business has identified and documented the potential impact on individuals’ privacy and taken this into account when installing and operating the CCTV system. You regularly review whether CCTV is still...
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31 Oct, 2019
Views: 175
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After completing a recurring task, the next task created appears to skip an instance/period
TaxCalc allows for the creation of tasks that can be set to recur with repeatable attributes such as frequency and number of instances. The most common recurring tasks are automatic tasks generated via Task Scheduler from a client record. The due date of these tasks is automatically created...
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23 Oct, 2019
Views: 174
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How to use the Bulk Consent Function within Consent Management
This article will go through the bulk consent function within the consent management screen. This enables you to add a consent for all of your clients. Please note: At this moment in time, you are unable to choose specific clients/contacts. This functionality will be available in a future release....
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31 Oct, 2019
Views: 168
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How to import/restore tax return files when moving from the personal to practice interface?
Your tax returns are still present within your folder structure. The practice version of TaxCalc utilises a database to store your data instead of individual tax return files. You simply need to import your returns into the database. Locate your Tax return files. Before starting ensure you know...
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19 Mar, 2020
Views: 167
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How to check the integration between tax returns and Practice Manager data
If you enter any data in a tax return that has not been entered into Practice Manager (or vice versa), you can transfer the new values entered and overwrite the old entries. You can do this by checking the integration of a return. To do this: Open the tax return for a client. Click on the...
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23 Oct, 2019
Views: 166
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GDPR Checklist - Direct Marketing Checklist
DIRECT MARKETING CHECKLIST Step 1 of 1: Direct marketing 1.1 Direct marketing governance Your business has defined and allocated responsibility for compliance with data protection legislation and PECR when carrying out direct marketing activities or roles. You should clearly allocate...
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31 Oct, 2019
Views: 162
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CloudConnect and GDPR
As well as TaxCalc’ s general preparations for GDPR as a data controller and data processor (detailed here: TaxCalc's approach to GDPR) the CloudConnect product has specific additional details. Our cloud service is a core processing focus and we operate it on a data processor basis. CloudConnect...
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31 Oct, 2019
Views: 161
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Business Creation
Setting up a business in Practice Manager is required for the VAT Filer and to submit MTD (Making Tax Digital) VAT returns. It is here so that your necessary business details are stored, such as the VAT registration number and whether or not your business is registered for VAT. You are also able...
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17 Oct, 2019
Views: 161
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Job Template Task Actions
You can automate the start of each Task by using setting Task Actions in a Job. You can setup your Tasks so that when one is complete, the next Task begins and you can send a notification to specific users. In this scenario we will set a Task to complete and notify a user that the status has...
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17 Oct, 2019
Views: 158
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Practice Manager Plus - Feature Overview and Getting Started
Practice Manager Plus is our enhanced integrated practice management solution. With TaxCalc’s Practice Manager Plus 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...
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03 Nov, 2020
Views: 156
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Enhanced Watchlist Profiles Options
Enhanced Watchlist Profiles ensures effective risk and compliance screening and filtering. The profiles vary depending on factors influencing the transaction, for example, country of residence, overseas corporate structures and risk-based policies. There are three Watchlist Profiles available....
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13 Feb, 2020
Views: 143
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Setting up Recurrences for Jobs and Tasks
As part of your practice, you will probably have Jobs and Tasks that you perform more than once, and most likely on a regular basis, for example, tax returns or annual accounts. To use a Task more than once, you can set it to recur. For example, you can create a meeting request task that occurs...
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24 Aug, 2020
Views: 143
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