Knowledge Base - Practice Manager

Practice Manager

	What is TaxCalc Hub? Hub is the intelligent platform underpinning TaxCalc, Accounts Production, VAT, Company Secretarial & many more! It comes free with your practice software and installs automatically with it. Hub is the central platform on which all your TaxCalc products sit. It shares information to minimise...
	04 Apr, 2023 Views: 2059

	How do I password protect a client record, or remove a password from a protected client? You may wish to password protect certain client records from general access. When a client is password protected you're required to enter the password when opening the client or its accounts/returns. Setting a Client Password Launch TaxCalc and open a Client Record From the left-side menu...
	23 Oct, 2024 Views: 2056

	Dashboards and Widgets Introduction to Dashboards Dashboard is a collection of widgets that can be added, removed and grouped to enable fast navigation to relevant information. Dashboard is designed to show data in a simplified structure, enabling greater efficiency. You can create multiple dashboards containing...
	14 Feb, 2023 Views: 1919

	How do I use Client Notes? You can use Client Notes to add notes against a client for future reference. Adding a note You can add a note to a client's record in TaxCalc in one of three ways: Open and edit an existing client and use the Notes screen. Right-click on a client within Practice Manager and choose Add Note....
	15 Feb, 2023 Views: 1887

	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....
	04 Apr, 2023 Views: 1880

	How do I add a familiar salutation to Mail Merge letters? It's now easier to add a personal touch to your Mail Merge letters. When you create a new client, you'll be asked for a Friendly Salutation. If you enter one, Mail Merge will use this instead of the standard 'Dear Mr/Mrs Smith', and so on. To add a friendly salutation to a new or existing...
	23 Oct, 2019 Views: 1732

	Managing Workflow Work Management in Practice Manager is where you can view, edit and update Jobs and tasks for all clients. You can re-arrange the order of the columns by dragging and dropping the column headings. By clicking on the Filter box, you can change the default filter selections. Currently the default...
	27 Jun, 2024 Views: 1688

	WorkFlow - Feature Overview and Getting Started WorkFlow is our enhanced integrated practice management solution. With TaxCalc’s WorkFlow 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 existing TaxCalc user,...
	23 Oct, 2024 Views: 1684

	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...
	29 Mar, 2022 Views: 1648

	How do I run a report? To run a report, follow these instructions: Open Practice Manager. Select Report Manager from the left-hand menu. Highlight the report you want to run. Select Run Report from the left-hand menu. NOTE: Don't double-click on the report as this will open it for editing.
	17 Oct, 2019 Views: 1602

	Using the Bulk Service wizard in WorkFlow Using the Bulk Service Wizard If you would like to add a particular service (with or without a default Job Template attached) to a selection of clients, you can use the Bulk Service Wizard which is located in several places, depending on how and where you are creating your Jobs. You can...
	27 Jun, 2024 Views: 1545

	How do I create a Dashboard? Dashboards are a collection of widgets that can be added, removed and grouped to enable fast navigation to relevant information.They are designed to show data in a simplified structure, enabling greater efficiency. You can create multiple dashboards containing different widgets for Practice...
	24 Mar, 2020 Views: 1505

	How to create a mail merge for July payment on account As a TaxCalc user, reminding client's of their payment on account due by 31st July can now be complete using the Communication Centre option available. If you have purchased the Communications Centre add-on module you can use a system template for July Payment on Account. Follow Can I create a...
	04 Apr, 2023 Views: 1461

	Where do I store the Companies House personal code on a client? Please note you will need to be running the Autumn 2025 release of TaxCalc - this is a phased released w/c 27th October. To store the Companies House Personal Codes you can: Open Practice Manager and Edit an individual Go to the Companies House Authentication Enter within the field...
	18 Nov, 2025 Views: 1407

	Can I delete a Job? Depending on your permissions in Admin Centre, you can delete Jobs, Tasks or Jobs and Tasks, either individually or in bulk. However, please note that if you select to delete Jobs, all associated Tasks are also deleted. To delete a Job and any associated Tasks: In Practice Manager, select...
	01 Nov, 2023 Views: 1404