Events in Practice Management

There are three types of Events that can be performed within Practice Manager. They are

as follows:

• Appointments
• Tasks, Tax & AP Returns
• Reports & Letters

Appointments

You are able to add appointment schedules within Practice Manager for appointments such

as an internal meeting, external meeting or board meeting. To do this follow the steps

below:

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• Go to Client > Individual/Organisation from the top toolbar
• Choose a client from the client list on the right window
• Go to the Appointments tab on the left window
• Click on Add

Tasks, Tax & AP Returns

The Tasks, Tax & AP Returns tab is from where you would create and control and also view

and/or amend previously created tasks. This is where you would work on system events

such as Tax Returns, Year End Accounts, VAT Returns, etc., and also non-system events to

track payroll, annual returns etc.

Reports and Letters

Client letters such as Simple Tax Questionnaires, Detailed Tax Questionnaires,

Engagements letters and/or custom letters can be sent to clients from the Reports and

Letters tab. You can either create them individually or create them in bulk.

Creating Client Letters Individually

• Go to Client > Individual/Organisation from the top toolbar
• Choose a client from the client list on the right window
• Go to the Reports & Letters tab on the left window
• Click on Add
• Choose the client letter from the Event Type drop-down menu
• You are able to add location, choose a responsible user and also additional notes
• You can then set up Start and Due Date/Time along with a Reminder Date/Time
• Click on Save & Close