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Client Hub
 
How do I use the Data Mine wizard?
The Data Mine wizard enables you to filter your entire client database by specific criteria. For example, you can search for anyone who is due to make a payment on account. You can access the Data Mine wizard in Administration, Report Manager or Mail Merge. Once you've created a data mine...
rating 16 Mar, 2016 Views: 16925
How do I customise Client Hub?
The main Client Hub area is very flexible, allowing you to choose the information you see at a glance. Rather than displaying a simple client list, with client codes and names, you can display items such as the tax return status, Unique Taxpayer Reference (UTR) and details of when the latest...
rating 17 Dec, 2015 Views: 2285
How do I create a tax return?
You can use TaxCalc to produce tax returns for years dating back to 2011–12 for Income Tax and to 2006–07 for Corporation Tax. Before you can create a tax return, you need to set up a client record in Client Hub. There are two ways to do this: How do I import a TaxCalc tax return? How do...
rating 02 Feb, 2016 Views: 1965
How do I set up a user?
When TaxCalc is set up on a network, each person who'll be logging in needs to have their own user account. Only one person can be logged in as the admin user. If someone else tries to log in as the admin user at the same time, they'll force the other person off the system. This SimpleStep...
rating 16 Jan, 2017 Views: 1697
How do I import a client from TaxCalc 2012?
TaxCalc can import client data from TaxCalc 2012 tax returns so that you don't need to enter the same information for 2013 onwards. When you import a client using a TaxCalc 2012 tax return, you're doing two things: Transferring a copy of the 2012 tax return into the TaxCalc database. ...
rating 08 Apr, 2016 Views: 1215
How do I restore an archived or deleted client?
To restore an archived client, follow these steps: Go to Client Hub from the home screen. In the search panel at the top, click the down arrow and the drop-down will expand. Select Archived clients if available (see screenshot). If the client appears on the Archived clients list,...
rating 17 Jul, 2015 Views: 972
How do I use the demo database?
The demo database allows you to practise using TaxCalc on a separate standalone database and trial its features without having to enter lots of data. To use the demo database, follow these steps: Start up the trial product in TaxCalc. Click on Notifications in the top right-hand corner. ...
rating 14 Mar, 2016 Views: 866
How do I create 64-8 and engagement letters for new clients?
TaxCalc can automatically help you create a 64-8 and an engagement letter when you create and save a new client. If the engagement status of the client is New (shown under the Engagement screen), then TaxCalc will ask if you want to create a 64-8 and/or an engagement letter when you save the...
rating 15 Jun, 2016 Views: 717
How do I use the Client Summary screen?
TaxCalc includes a Client Summary screen that allows you to manage and view your clients at a glance. This is a quick guide on how you can use this screen effectively. Open up the Client Hub from the TaxCalc home screen and then double click on the client you wish to edit. Editing what you see ...
rating 18 Mar, 2016 Views: 674
New fields in Client Hub
TaxCalc has added new fields to the SimpleStep screens that you see when you're creating a client. This allows you to track more detail on your clients. The new fields are: Annual Return due date – keeps track of the due date for Companies House annual returns. Usual year end – keeps...
rating 02 Feb, 2015 Views: 668

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