In BTCSoftware Practice Manager, all client work is managed through Events. There are three types of events: Appointments, Tasks and Tax & AP Returns, and Reports & Letters. Each type has its own tab on the client record.

Appointments are used to schedule meetings and other calendar events for clients — internal meetings, external meetings, board meetings, and similar.

1. Go to Client > Individual or Organisation from the top toolbar.
2. Select the client from the client list.
3. Go to the Appointments tab on the left window.
4. Click Add.
5. Complete the appointment details — type, date, time, responsible user, and notes.
6. Click Save & Close.

The Tasks, Tax & AP Returns tab is the primary work hub for each client. This is where tax returns, year-end accounts, VAT returns, and other system events are created and managed. Non-system events — such as tracking payroll or annual returns — can also be recorded here.

1. Go to Client > Individual or Organisation from the top toolbar.
2. Select the client.
3. Go to the Tasks, Tax & AP Returns tab.
4. Click Add to create a new task.
5. Select the event type from the dropdown — for example Individual Tax Return, Year End Accounts, VAT Return.
6. Complete the task details and click Save & Close.
7. The task will now appear in the list and can be opened and worked on from here.

Client letters — including tax questionnaires, engagement letters, and custom correspondence — are created and managed from the Reports & Letters tab.

Creating a Letter Individually

1. Go to Client > Individual or Organisation from the top toolbar.
2. Select the client.
3. Go to the Reports & Letters tab.
4. Click Add.
5. Choose the letter type from the Event Type dropdown.
6. Set the location, responsible user, notes, and start and due dates as required.
7. Optionally set a Reminder Date and Time.
8. Click Save & Close.

For bulk letter creation across multiple clients, see Bulk Report and Client Letter Creation in BTCSoftware.

Q: Can I see all events across all clients in one view?

A: Yes — the Dashboard or Task List view in BTCSoftware shows events across all clients. Use the filters to narrow by event type, date, or responsible user.

Q: How do I create a tax return from the Tasks tab?

A: Click Add on the Tasks, Tax & AP Returns tab, select the return type from the Event Type dropdown, complete the details, and save. The return will then be accessible from this tab.