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 the different TaxCalc components.

If you are a long-standing user of TaxCalc and wish to work with the view of your clients and their return status that you have in the past then you will find guidance for doing so here.