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For Accountancy Practices and Tax Advisors

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Practice Management
 
How do I create a Client Questionnaire?
To create a Client Questionnaire, follow these instructions: Close MS Word. Open Client Hub. Select Mail Merge from the left-hand menu. Select Create Client Questionnaire from the left-hand menu. Click on Continue through to Criteria. Select the tax year from the drop-down menu. Tick one...
rating 04 Feb, 2016 Views: 3377
I am using Microsoft Office 2003 and Mail Merge does not seem to be working
TaxCalc does not support the use of Office 2003 for any TaxCalc integration. If you are planning on Importing or exporting summaries/accounts into TaxCalc, it is recommended that you have Microsoft Office, 2007, 2010, 2013, 2016 or Office 365. Although TaxCalc cannot support this version of...
rating 28 Mar, 2017 Views: 1515
How do I edit an existing Mail Merge template?
Existing Mail Merge templates often include some practice-specific information that you need to complete. You'll see this highlighted in yellow when you create a Mail Merge document. You can edit this standard text for future use by following these steps: Open Client Hub from the home screen....
rating 03 Feb, 2015 Views: 1204
Changes to officers don't update when I click on Refresh List
When you make changes to the officers in Client Hub, you must also refresh the list on the Officers page in the Client Information section. If you receive an error message after you click on Refresh List, this means that one or more of the directors are still selected in the postings or notes. ...
rating 16 Mar, 2016 Views: 740
Can I email my clients directly through Mail Merge?
You can't email your clients directly through Mail Merge. But if you use Outlook you can create an email document in Mail Merge and send it via Word. This will take a few minutes to set up, but the template and shortcut will make the process much quicker in future. First, create the document...
rating 16 Mar, 2016 Views: 693
How do I use Mail Merge?
Mail Merge allows you to export client data into Microsoft Word documents, including letters and forms. You can access Mail Merge via Client Hub. Open Client Hub from the home screen. Select Mail Merge from the left-hand menu. To start with you will see the standard filer (all clients) but...
rating 03 Feb, 2015 Views: 679
Getting started user guide (Practice Customers)
This guide should give you an overall picture on how to create new clients, set up the application and get started with Accounts and Tax Return Production. PLEASE NOTE: This article only contains basic information. Please contact support if you are unsure about any steps or need to do something...
rating 29 Mar, 2017 Views: 646
How do I import a letter template into Mail Merge?
To upload your own template into Mail Merge, follow these steps: Go to Client Hub from the home screen. Select Mail Merge from the left-hand menu. Select Create New Mail Merge. Enter Mail Merge Information (Name and Description) Select Client Selection. Click on Specific clients. Click...
rating 18 Mar, 2016 Views: 554
How do I upgrade my TaxCalc practice software?
To understand some of the terms used on this page please read What is the difference between renewing, upgrading and updating my TaxCalc practice software?. You can upgrade your TaxCalc Tax Return Production or Accounts Production package to a different one at any time. If you're within 30...
rating 22 Mar, 2016 Views: 550
How do I define my own work status for accounts and tax work?
TaxCalc allows you to define your own work status for accounts, tax and VAT. To add your own status: Select Administration from the home screen. Click on Applications on the left-hand side. Click on Client Hub in the middle of the screen. Click on Customize Client Hub on the left-hand...
rating 03 Feb, 2015 Views: 532

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