Welcome to this continuing series of short video how to demonstrations. Our Practice Management solution allows proactive and time-saving management of your client base, appointments, paperwork, and much more. Each video looks at a different portion of PM Solution and shows you just how simple it really is.

To talk to one of our consultants about how BTCSoftware Solutions can help you, please get in touch on 0345 241 5030 or email the team at

Video Five: Creating and editing Global Templates

This video demonstrates the use of global templates, which allow customisable Accounts Production templates, tax return covering letters, and client letters. Tax return covering letters can be edited to include text and formatting of your choice. You will also learn how to use client letters.

Video Six: How to Move into Accounts Production

This video moves on to the accounts production integration of PM Solution. You will see how to use Accounts Production to roll forward trial balance to create the Extended Trial Balance.

Video Seven: How to Build the Extended Trial Balance

The figures for the extended trial balance can be built up in several ways. This video will demonstrate how to do this manually, using the incomplete records function, or by using trial balance import. Trial balance import can be performed using your bookkeeping software, or CSV file. You will also see how to use the Journal option to map adjustments.

Video Eight: How to File a Corporation Tax Return

In this video, you will learn how to create and file a CT Return using iXBRL tagging, extended trial balances, and journals, and how to submit your return to HMRC using PM Solution.

Find out more

See more videos on our YouTube channel – it’s a great way to stay up-to-date with the latest features and updates.

Our friendly team are available to talk about how BTCSoftware can benefit you. You can get in touch with Sales on 0345 241 5030 or email

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