Article ID: 1236
Last updated: 23 Oct, 2024
When TaxCalc is set up on a network, each person who will be logging in needs to have their own user account. Only one person can be logged in as the hub admin user. If someone else tries to log in as the hub admin user at the same time, they will force the other person off the system. This SimpleStep guide shows you how to set up a user. Step 1: Log into TaxCalc as the hub admin userOpen TaxCalc and log in with your user account details. Step 2: Open AdministrationLaunch Admin Centre from the home screen. Step 3: Open the Users Admin PanelWhen Administration opens, select Users from the left-hand menu. The screen will show the user accounts that have already been created. If TaxCalc has just been installed it will just show the admin account. Select New User from the left-hand menu. Step 4: New User SimpleStepThe New User SimpleStep will open. Click on Continue. About the UserFill in all the red boxes, using the following table to help you.
Click on Continue. Client RestrictionThis section is optional for you to complete. If you do not want this user to see specific clients then select specific clients and add the clients that you do not want the user to see. Otherwise you can leave this as All clients and click Continue. Office and Contacts DetailsThis information is optional. Click on Continue. Online Filing SettingsThis information is optional. Sometimes a user will want to use their own filing credentials to submit a tax return. You can enter them here and when the user files a return, they can choose whether to use the firm’s filing credentials or their own. If you leave this blank, the user must use the firm’s filing credentials. Click on Continue. FinishIf there are any errors they will be marked with hyperlinks – underlined text within the error. Click on the hyperlink to resolve the error. When you have resolved all errors, click on Finish and Save. The SimpleStep will close and the new user will appear in the Users Admin Panel. You can edit the user’s account at any time by choosing them from the table and clicking on Edit User. Other things you can do on this screenClick on a user's account to select the following commands from the left-hand menu.
Step 5: Log into the new accountThe final step is for the new user to log in to TaxCalc. In this particular example below, we have set up an account for Samantha Ashdown and her username is samanthaashdown. When she starts the software on his computer, she will enter the username samanthaashdown. A temporary password was set when the user was created within the Administration screens.
The password has to be entered twice to prevent any typographical errors. When Samantha clicks on Login, she will log in to TaxCalc. Her name will appear in the Notifications menu in the top right-hand corner of the window.
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