UPDATE – Infoplex announces Tax Manager for TASBooks
The deadline for Making Tax Digital (MTD) is on the horizon. With any significant overhaul of the tax management system, there’s been a lot of concern, speculation and contradictory information. At Infoplex, we’re committed to ensuring that you have the most accurate information available at all times so that you can make informed business-critical decisions.
What is Making Tax Digital (MTD)?
Making Tax Digital (MTD) is the cornerstone of HMRC’s move towards digitising the tax system. From 1st April 2019, any business that is VAT-registered will no longer be able to file its VAT submissions using the HMRC gateway. In its place, VAT-registered businesses will need to use commercial accounting software that has MTD submission capabilities.
Is TASBooks suitable?
The simple answer is yes, but there’s a big twist.
All of the information that you need when your business files a VAT submission is in the TAS database. It is – literally – at your fingertips. Unfortunately, there’s no in-built way to access this information and send it to HMRC.
Is there a solution available for TASBooks?
Yes. In the last few months you will have seen an email from Sage about MTD. It sets out the steps that Sage are taking to help VAT-registered businesses. They have built a special module for TASBooks which will let all VAT-registered businesses file their submissions online and meet HMRC’s compliance requirements.
Can I buy a solution directly from Infoplex?
Yes. We’re working with a company to develop an easy-to-use, low-cost solution. We’ll have an announcement on our plans in the New Year. In the meantime, if you’d like to discuss your requirements, then feel free to get in touch with George by calling 01592 598101
After months of hard work (and more than a little shouting at the computer), MultiTAS 5 has been released.
This is a major update to MultiTAS, building on a lot of the work that has gone in 4, and includes a raft of new features that have long been on our customers’ wish lists. We really were listening.
So, what are those new features? Here are some…
- Purchase Order Entry. This has been on our to-do list since version 3.5 (at least) and we’ve finally added it. Now… a little bit of expectation management. There are no frills and fancy bits. There are no bells and whistles (for example: multiple locations, supplier specific price lists). It’s purchase order entry, pure and simple. The bells and whistles and whatnot will follow in subsequent updates.
- Address Lookups. This has been on most customers’ wish list since, well, forever. With MultiTAS 5 you can now search a database of addresses and automatically populate fields with the correct data. It mostly goes in the correct places! It’s only available for UK addresses at the moment. We hope to add Irish addresses in a future update.
- Improvements to Purchase Order Printing. There have been some issues with this in some releases and many of our customers have been in touch with requests (compatibility for this or that, additional information, etc.) We’re pleased to say that MultiTAS 5 addresses these issues and a few others besides.
- Product Movements Report. Our revamped report now offers greater clarity, functionality and insight for users.
- Improvements to Customer Statements. With MultiTAS 5, we’ve added the ‘Remember these settings’ marble you see elsewhere in the software. So set your filters then double-click the marble and they will be saved for the next time!
- Bug Fixes. This goes without saying that there are minor bugs and glitches that appear from nowhere and never disappear. Well, we’ve fixed them. Most of them. Oh, ok. We’ve fixed the ones we know about. If you find any others, please don’t be shy in letting us know…!
You’ll also notice that we’ve refreshed the look and feel of MultiTAS. Out with the old multi-coloured (and slightly distorted) logo and in with a new logo in keeping with Infoplex’s branding. We’ve also given the toolbar icons an overhaul to keep things “on point” and “on message”. Yes, we’ve been reading a book on buzzwords.
So there you have it. MultiTAS 5 is available for download now.
No doubt most of you (if not all) will be tired of hearing about GDPR and what it means for your business. We’re sure that, by now, your business has followed the rules to the letter and all of your data is safely and securely managed in a GDPR-compliant way. No? Well, read on. We may just be able to help…
The way in which your business can obtain and use sensitive data has changed. Your business now needs solutions for assessing, implementing and maintaining GDPR compliance everyday. To help TASBooks users, Infoplex has developed an essential GDPR add-on for TASBooks.
Data Compliance Manager
Our Data Compliance Manager can help your business handle sensitive financial and personal data efficiently. The add-on will search the TASBooks database and ‘wipe clean’ any data that is no longer needed. If a customer wants to be ‘forgotten’, the Data Compliance Manager can locate any records associated with that customer and remove their data securely.
With Data Compliance Manager, your business can safeguard customer and supplier data but retain business-critical information. This includes contracts, transaction data and VAT records. You can search the TASBooks database using in-built filters – such as customer, supplier or marketing codes – and make changes individually or in bulk.
We know what you’re thinking. Why now? Is it necessary? How much is this going to cost? Well, to help you out and explain things a bit more, we’ve put together a quick list of the most common (obvious) questions and some answers.
Why aren’t TAS doing this? Surely this means that TASBooks will be mothballed?
Not at all. Sage and TAS are under no obligation to update their software to make it GDPR-compliant. Under the GDPR legislation, the burden for compliance shifted from software developers (like Microsoft or Sage) to the consumer (your business). It is now your responsibility to make sure that your business and your software is compliant.
What does that really mean for you and your business?
Well, you could ask TAS to develop a solution for you. They will either say no or attach a pretty hefty price tag to it, along with a new support contract.
So why Infoplex and why now?
We’ve been the official TAS development partner for some years now. As such, a number of businesses reached out to us before the GDPR deadline asking for advice and help. We explained the situation to them. We’ve had time to look into the issue and work out how we could best help TASBooks users. The Data Compliance Manager is our solution to the problem.
I thought GDPR was done and dusted at the end of May. Why are you asking me about this now?
If only. If only… It’s not as clear cut as that, we’re afraid. Your business needs to identify, analyse and manage the data it holds everyday. Data that was relevant to your business last week may no longer be so next week. Your business needs a way to manage that change as quickly and as easily as possible. To put it simply, GDPR is for life, not just for 25th May.
How much is it?
We don’t know. We’re still working that out. It’s based on a lot of different factors, including the amount of time that we’ve spent developing it. What we can tell you is that not only will there be a one-off charge but there will also be an annual recurring fee too.
Why is there a recurring fee?
We want you use the latest software. Every so often, we will let you know that there’s an update to the GDPR add-on and you can download the latest version.
Why will there be an update?
First, the GDPR rules will change. At the moment, ‘personal data’ is anything by which a person can be identified. The problem is that we can be identified in lots of different ways, not just our name or our address. The definition of ‘personal data’ will change and we want to update your software to reflect that.
Second, there’s a new law called the ePrivacy Regulation. It will complement the GDPR and offer individuals control over all their data and ensure that businesses handle data with care. It will be approved by the end of 2018 and come into effect next year. To make things easier for your business, we’re going to update our GDPR add-on when the ePrivacy Regulation comes into effect.
Third, there’s Brexit. We don’t yet know how data protection requirements will change after Brexit. During the transition, we expect there to be ‘regulatory-alignment’ and ‘divergence’. We want to help you stay in control and will be updating GDPR add-on as appropriate.
When is it available?
Soon. We’re testing it out at the moment. We’re seeing how easy it is to break (we’re experts at breaking things). Once we’re certain it’s ok, we’ll release it.
In the meantime… if you want to know more about it, why not give George a call on +44 (0)1592 598100 or send him an email at email@example.com
MultiTAS v4 has been generally available for a while now but hasn’t yet had a blog written about it, so lets fix that. With v4, the installation routine has been revamped completely – you now no longer need to install (our old pal) System Integration Manager first. Everything can be handled via MultiTAS – from choosing which companies to use the software with to setting up users and access rights. There is a short Installation Guide available which explains how to deal with updating computers that already have MultiTAS on and installing MultiTAS on a fresh computer.
The software is available from http://support.infoplex.co.uk and follow the links for downloads.
Queries can be emailed to firstname.lastname@example.org – the update is free for our awesome users who keep their Cover Plus subscriptions going.
A limitation: this version will not work with Windows XP (which is unsupported by Microsoft anyway so if you are still using XP, well, good luck to you)
(Geek note: the new installer was built with WiX, the same technology Microsoft Office uses for its installers. Quite a steep learning curve!)
Pleased to also let you know we’ve been working hard on our documentation. At present, our documentation consists of more Microsoft Word files than you would believe. These are stitched together into PDFs. The whole process is frustrating, time consuming and a task I generally dread hence the lack of updates.
Meet our new mini site: http://docs.infoplex.co.uk
At the moment, it consists of two items – the MultiTAS Data Transfer File Specifications and the TASLink reference manual (newly updated!). Gradually all our documentation will appear on this site. As it uses simple HTML its much easier to update and we make use of version control so changes can be tracked effectively.
(Geek note: it uses Github Pages, markdown and Jekyll. Very straight forward, gentle learning curve)
We released a new update (v3.5.80) for MultiTAS last night and it’s now available for download.
Changes incorporated into it include a rewritten Stock Adjustment form (521) plus the following bug fixes:
- Fixed an issue in Sales Order Entry (611) that produced an error when products had been created in TASBooks rather than MultiTAS
- Fixed an issue in EDI Order Import (683) where the specified price of the first line of an EDI order was overridden by the TASBooks price no matter what
- Fixed an issue in Build Assembly (565) where an endless loop was encountered when building the last assembly of the assembly list (sorry Suzy!)
- Fixed an issue in the Product Report (531) where the extended description was not being exported
If you don’t already have it you’ll need to download and install SIM v4.65 first.
Finally – we’ve created a public Trello board to map out future MultiTAS development and allow customers to up/downvote ideas. See https://trello.com/b/1rbfVEjV/multitas-development – you’ll need a free Trello account for voting!
The changes in TASBooks v6, released 6th March 2015, include:-
- New feature to allow the customisation of the text when email(s) are sent via TAS
- New Foreign Currency Transactions settings in Program 0.1.2 > System > Miscellaneous
- New option to customise whether inactive/discontinued records appear in Lookups (Program 0.1.2 > System > Lookups/Mapping)
- New ‘Update Profit And Loss Account’ setting (Program 0.1.2 > Purchase Orders > Entry/Costing Options)
There are bug fixes too which include:-
- Fixing a Runtime error 380 when running Program 4.4.4
- Enabling Order Acknowledgements to be printed for Sales Orders where the order number is 7 digits long
Infoplex today updated TASLink SDK with added functionality, new developer tools and bug fixes. This release, version 2.12, allows developers to fully automate purchase order processing.
The latest release of TASLink SDK streamlines the purchase order process and automates the receipt of goods and invoices. With this update, developers can integrate their applications with TASBooks as never before. TASLink SDK can streamline the exchange of data and offer cost and time savings.
This release incorporates valuable feedback from our clients, third-party developers and the team at TAS Software. This update features a number of bug fixes – including customer and supplier flags – and is recommended for ALL users.
Full details of these changes are in the TASLink SDK Release Notes
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