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Assigning Tasks to Accounts, Tax returns and VAT returns
Using Task Manager, you can assign tasks to sets of accounts, tax returns and VAT returns. You can also set reminders for the due date and the start date of the task. You can do this by following these steps: Launch Practice Manager. Click on Work Management on the left menu. Click on Create. ...
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17 Oct, 2019
Views: 1397
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How do I add my own activity types?
You can add own activity types by following these steps: Click on Admin Centre from the home screen. Select Applications from the left-hand menu. Click on Practice Manager. Click on Customise Practice Manager on the left. In the customisation screen, click on Client and Non-Client activity...
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15 Feb, 2023
Views: 1393
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My TaxCalc Account has been locked
As a security measure to protect your sensitive information we have monitoring in place for situations when your account has received multiple unauthorised access attempts. In some situations we will temporarily lock your account and this is to safeguard your data/information. While your account...
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14 Feb, 2024
Views: 1379
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Date Offsets in Jobs and Tasks
Within a Job Template and the Workflow mode 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...
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04 Jul, 2023
Views: 1377
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How do I upgrade my licence? (Practice users)
If your requirements for the system change whilst you have an active license, it may be best to clarify your yearly requirements with a member of our Sales team. The reason for this is that the licences purchased will activate for a 12 month period and therefore you should consider what you will...
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23 Oct, 2019
Views: 1323
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How to Assign Jobs to Additional Managers
Within Admin Centre you can create a custom field for Users to display a list of users within the practice which allows you to set additional custom user roles against the client. Adding a User Custom Field: Within Admin Centre > Applications > Customise Practice Manager, select the...
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03 Jun, 2025
Views: 1317
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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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04 Apr, 2023
Views: 1315
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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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11 Jul, 2022
Views: 1296
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Bulk Creating Work
Using the Bulk Service Wizard means you can allocate and update existing services with specific fees and job templates. You can also activate jobs and create work for your clients in bulk for Self Assessment Tax Returns, Corporation Tax Returns, Annual Accounts, VAT Returns and any enabled...
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18 Mar, 2026
Views: 1280
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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, WorkFlow, to take advantage of our new Job Template functionality, simply follow the Getting Started with WorkFlow guide to create your Job Templates, allocate to your...
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27 Jun, 2024
Views: 1266
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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: 1261
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How do I set up a report for SA work status sorted by client name?
To set up a report that shows the tax return status of all clients sorted by client name, rather than by filing status, follow these instructions: Open Practice Manager. Select Report Manager from the left-hand menu. Double-click on Current SA Tax Return work status. Select Report...
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17 Oct, 2019
Views: 1237
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How do I add the Tax Status column in Practice Manager?
The tax status of clients is no longer shown by default but you can add this column by following these instructions: Open Practice Manager. Click on View in the top menu bar. 3. Select Customise your Client List from the drop-down menu. 4. In the Customising your Client List window,...
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23 Mar, 2021
Views: 1225
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How do I generate a mail merge letter for a single client?
Within Practice Manager you can send Mail Merge letters to single clients. In Practice Manager right-click on the client. Select Send Letter. The Send Letter dialog is displayed. Select the required letter and click Send. The letter is then opened in MS Word and the message...
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03 Jun, 2025
Views: 1222
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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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04 Apr, 2023
Views: 1216
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