Power Hour workshops
The Power Hour is a welcoming platform where both new and experienced TaxCalc users can freely ask questions and expand their knowledge about their favourite software.
Our team of experts is available to delve into valuable insights, offer tips, reveal shortcuts, and explore features that you might not have discovered yet. Together, we work to tackle real-world challenges in a collaborative setting.
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2.00 PM
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Description
Power Hour workshops
Be sure to check out the archive of previous Power Hours below, and don't forget to register and join us for our next session.
TaxCalc brings you a selection of the very best from our hugely popular webinar series in audio format for your convenience.
25 September 2024
Christmas Special
04:27 - Company Secretarial solutions
28:49 - Document approval with eSign Centre
47:26 - Tax Season shortcuts
53:37:28 - Joint income reporting
58:25 - Variance reporting
27 March 2024
Our New Tax Year special starts with an overview of the basis period reform and its implications. Following a Q&A session, the discussion shifts to practice management and the latest ECCT updates.
New Tax Year
28 February 2024
This AML Special covers key aspects of compliance, starting with managing client records and sanction checks through to AML checks and conducting client due diligence, followed by a focus on firm-wide risk assessments. Plus our Q&A session.
AML Special
6 December 2023
The Christmas Special explores automatic dividend income calculations and forecasting future tax liabilities under various scenarios. It also covers sending secure documents via eSign Centre and making the most of our two-way integrations with bookkeeping software.
Christmas Special
25 October 2023
This workshop focuses on enhancing tax return accuracy, effective client information gathering, and speeding up the finalisation of client accounts. We conclude with tips on presenting work to clients to minimise follow-up questions.
28 September 2023
September's workshop covers various customisation options in TaxCalc, from creating custom fields and personalising dashboards to customising the trial balance views and adding logos to accounts. It also explores easy job status reporting and capturing internal Anti Money Laundering policies.
26 July 2023
July's workshop covered key practice management features including re-allocating clients, using Portfolio Manager and onboarding new clients. We also look at using templates for client communications, and using the Cog for easy switching between clients and applications.
We focus on adding and searching custom fields in your database, creating mailing lists in Communications Centre, and tracking workflows in WorkFlow. It also includes tips on data-mining and report building.
28 June 2023
