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I've created my Jobs and Tasks, now how do I get them to run?
Once you have created your Job Template with associated Tasks, you can assign the Job Template to the services offered by your practice. For example, if you have created a Tax Return Job Template you can assign it to the Tax Return service. For more information on assigning a Job Template to...
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17 Oct, 2019
Views: 137
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Self Assessment workflows with Practice Manager Plus
Using our new Practice Manager Plus advanced workflow allows you to create Jobs and Tasks to complete your Tax Returns efficiently, making sure you meet any statutory deadlines. Please see our video below on how Jobs and Tasks can help with Self Assessments for your practice:
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03 Dec, 2019
Views: 136
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Practice Manager Plus Licences
To get started with Practice Manager Plus, one user licence is included with your initial purchase, plus a Hub Administrator licence. Your Administrator is automatically assigned the Hub Administrator licence, however, you will need to assign a Practice Manager Plus licence to all other users...
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16 Oct, 2019
Views: 134
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Can I delete a Job?
Depending on your permissions in the Admin Centre, you can delete Jobs. However, please note that all associated Tasks are also deleted. To delete a Job and any associated Tasks: In Practice Manager, select Work Management. Select the Job from the list. From the Work Management menu, select...
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24 Oct, 2019
Views: 127
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How to create additional consent types in Consent Management
This article will go through step by step on creating additional consent types and methods in Admin. Consent Types Consent Methods Consent Types Step 1: Launch Admin Step 2: Click on Applications > Select Practice Manager in the table > Customise Practice Manager on the left...
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31 Oct, 2019
Views: 118
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What is a Task?
Tasks are available to set up in Practice Manager and Practice Manager Plus (and are now referred to as Stand Alone Tasks) A Task is a work item process. For example, if you're running a Tax Return Job, each process involved is classified as a Task: Task 1 - Request Tax Return Information from...
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06 Nov, 2020
Views: 118
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GDPR Checklist - Processors
PROCESSORS CHECKLIST Step 1 of 4: Documentation 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 within particular areas. One person with in-depth knowledge of your working practices...
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31 Oct, 2019
Views: 110
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The Linked Work Status for 2019 Tax Returns not appearing within Task Management?
It has been reported that in some situations the Linked Work Status for 2019 Tax Returns is not being displayed for a client’s Task within Task Management. This issue is under investigation and is currently scheduled to be resolved within the next release.
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23 Oct, 2019
Views: 97
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How to identify if an associated task exists for the client?
A new icon next to the Action button (Cog icon) has been added to signify that an ‘Associated task exists. The Associated task icon will be displayed within Accounts Production, Tax Return Production and VAT Filer where the selected client and accounting period/return is associated with an...
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01 Aug, 2018
Views: 91
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How do I to create Multiple Offices?
Multiple Offices allows you assign clients and users to specific offices. You can then specify filing credentials on a per-office basis. Therefore, each user assigned to a specific office can utilise these credentials, allowing them to quickly populate the correct credentials for a given office...
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13 Jul, 2020
Views: 87
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Managing & Importing Tax Return External Files into the Database
TaxCalc defaults the tax returns to be stored in the central database. However files can be stored externally but we do not recommend this as it may cause potential duplication of data, particularly if running a network version. It is possible to import external files directly into Practice...
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23 Oct, 2019
Views: 86
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How to setup a Task to notify a user
You can setup your Tasks within a Job to notify users so that when one Task is complete, the next Task begins and notifies the user assigned to the Task. In this scenario we will set a Task to complete and notify a user that the status has changed: From the Job navigate to the relevant Task. ...
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17 Oct, 2019
Views: 85
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Can I delete a Task associated with a Job?
You can delete a Task or multiple Tasks linked to a Job without deleting the Job. However, a Job must always have at least one associated Task, therefore you cannot delete all Tasks from a Job. To delete a Task linked to a Job: In Practice Manager, select Work Management. Select the Job from...
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24 Oct, 2019
Views: 82
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How to update the Tax Status Column when paper filing.
The Tax Status columns are automatically updated following a successful filing receipt from HMRC. However when a return has been printed without the IR mark and it is simply a tax return with client data, it is then necessary to let the system/counters know the return has been filed. This...
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24 Mar, 2020
Views: 79
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Do I have to use a predefined Job Template or can I create my own?
You can use the TaxCalc predefined Job Templates, or you can create your own to customise them to your specific requirements. You can also duplicate an existing predefined Job Template and make any changes to fit in with your practice.
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17 Oct, 2019
Views: 77
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