Power Hour workshops
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 favorite 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.
3:45 - How to add and search custom fields in your database, along with handy suggestions for the fields you should consider adding.
New one.
2.00 PM
Date
About
26 July 2023
3:59 - Re-allocating clients to a different member of staff in Practice Manager.
28 September 2023
28 June 2023
25 October 2023
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.
12:10 - Creating mailing lists in Communications Centre.
44:40 - Creating and tracking workflows in Practice Manager Plus.
50:01 - Datamining and report building.
9:00 - Using Portfolio Manager in Practice Manager.
21:16 - Onboarding a new client.
33:38 - Using templates for standard client comms.
38:42 - The COG! Switching between clients and applications quickly and easily.
7:02 - Custom fields – the many ways they can be created.
13:45 - Multiple Window mode – displaying current and prior year accounts side by side.
15:01 - Customising your dashboard.
26:01 - Displaying logos on the front cover of accounts.
30:10 - Customising views of the trial balance.
43:02 - Easy reporting on the status of jobs by client and staff member.
46:59 - Anti Money Laundering – capturing internal policies and procedures.
05:10 - Preventing errors and mistakes in the tax returns.
17:06 - Gathering client information effectively.
34:54 - Speeding up the process of finalising client accounts.
48:47 - Presenting work to clients to avoid questions.
6 December 2023
8:14 - Automatically calculating dividend income.
12:47 - Forecasting future tax liabilities based on different scenarios.
30:50 - Sending secure documents with eSign Centre.
46:47 - Exploiting TaxCalc’s two-way integrations with bookkeeping software.
28 February 2024
07:20 - Client records
15:44 - Sanction checks
18:07 - When to run AML checks
27:26 - Client Due Diligence
44:40 - Firm-wide risk assessments
50:14 - Q&A
AML Special
27 March 2024
5:13 - Basis period reform
21:55 - Q&A
29:01 - Practice Management
41:48 - ECCT updates
Date
2.00 PM
1 May 2024
Accounts Production Special
02:22 - Importing a trial balance
06:48 - Import maps
16:31 - Multiple trial balances
34:05 - Advanced formats
50:23 - Q&A
42:04 - Group Accounts