Knowledge Base Articles

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Create a Charity Client Record

Create a Charity Client Record in Practice Manager Open Practice Manager. Existing client records already set up as, for example, ‘Company limited by guarantee’ or…

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Partnership linking

To ensure that the partners link correctly to the partnership return you must ensure that they have the same set of pages as the partnership…

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Importing CSV (Excel) into Compac

Importing from Excel You can import trial balances from Excel or a CSV file This is often used to transfer data from general accounting software…

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Loss carried into the Next CP

To transfer the loss from chargeable period 1 to chargeable period 2 you will need to do the following: Go into the chargeable period 1…

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Extended period return in Corporation Tax

CP1: Go to page 1, Accounts & Computations Computation - select "for the period to which this return relates", and "no reason needed" in the…

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VAT Filer – Importing CSV or Excel values?

If you have any VAT errors/crashing when importing a CSV/EXCEL then read this KB The VAT Filer software has two methods of import that are…

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Capital Allowances Calculator

For a pooled asset, the Brought forward amounts and the Additions are added to the pool and any disposals are subtracted from the pool after that. If…

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How to Amend a CT return

Open client - Check the period YE check the calculation, On Page1 Select appropriately for the marked boxes, If the return is ready for submission…

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Maintaining users in Practice manager

You can set up staff members (users), apply grades and specify working hours andchargeable time units, you can also add passwords. Staff are also assigned…

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Error code 1001

Solution In order to fix error code 1001, you need to clear down the‘RESUME’ status of the tax return. To do this, you go into…

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