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How do I configure my firewall software?
To allow TaxCalc to access the internet you may have to configure your firewall software. Follow the steps for your particular firewall. AVG Internet Security Delete the application rule for TaxCalc, then grant access the next time you're asked: Close TaxCalc. Open AVG Internet Security. ...
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06 Feb, 2025
Views: 12343
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How to change the Advanced Display Settings within TaxCalc if the software does not display as expected
We are aware that on some machines with particular graphics cards/drivers or on Terminal Server configurations, the program may not behave as expected. Some users have reported blank screens and others have reported that the program will crash when trying to select a tax return or open a set of...
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15 Feb, 2023
Views: 11144
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Reinstalling TaxCalc in case of a failed update or other unexpected behaviour
On occasion the software can become corrupt. Experience shows us this is often due to a failed web download, sometimes cancelled when it takes longer than expected. In most cases a simple reinstall from the website will resolve the issue. A re-installation may also be required if an older...
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07 Oct, 2019
Views: 11127
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When I try to log in, it states the user is already logged in (Practice users)
The user can receive the following message when they log in to a networked version of TaxCalc User Already Logged In PLEASE NOTE that this user already appears to be logged in. This could be a result of a network error, power failure or similar. If so, you can continue to log in, however, if...
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18 Mar, 2016
Views: 10818
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How do I move to a new computer, including to a different operating system?
There are now Linux and Mac versions of TaxCalc for all customers except Practices running the network version. Of course, our Windows versions continue to exist for all customer types. This article will help you move to a new computer, including between the different operating systems. The...
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10 Dec, 2021
Views: 10670
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Setting up a new machine or user on CloudConnect for the first time
The following steps should allow users to add a new user/machine to CloudConnect. There are three main steps. Set up a new user in the CloudConnect database Add TaxCalc to the computer Log in as the user for the first time Please Note: The following information will be required in...
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23 Oct, 2024
Views: 10560
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Cannot connect to DB - Client machine
The content in this article assumes that the server machine (the machine where the TaxCalc database is held) works. If TaxCalc does not work on the server, please see our article for Cannot connect to DB - Server machine. Below will detail the steps to try and resolve this issue yourself in the...
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24 Apr, 2023
Views: 9851
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How do I update TaxCalc to the latest version?
Please see our video below on How to Update TaxCalc: For step by step instructions, please see the information below: New features are often implemented throughout the year, and these are installed in free updates throughout the life of your licence. When you first open the program, TaxCalc...
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23 Oct, 2024
Views: 9783
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Can I re-download TaxCalc on a new computer?
If you no longer have access to the computer you installed TaxCalc on last year – or if you uninstalled the software – you can (re-)download TaxCalc from our website. Follow these steps: Log in to your account using your email address and password. Go to My Products & Services. Click...
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09 Jan, 2017
Views: 9291
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Cannot connect to DB - Server machine
If you are receiving the "cannot connect to database" error message on the machine/server where the database is held (server), there are a few things that need to be checked before proceeding. Firstly, we would always recommend re-starting the machine/server that holds the database and trying...
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16 Oct, 2019
Views: 8918
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Postgres does not always start when the "server" machine is rebooted
On occasion the Postgres service that TaxCalc requires may not start in a timely manner, resulting in a connection error when attempting to start the TaxCalc program. To resolve please follow these steps on the TaxCalc server machine. Click on your Windows logo Type Services and open the...
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14 Apr, 2020
Views: 8892
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How do I back up the database?
TaxCalc uses a database to store client, accounts and tax return data. This SimpleStep guide will help you to take regular backups. If you run TaxCalc on a network, you must perform the backup on your server. You can't run a backup remotely from a computer that's connected to the server. If...
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23 Oct, 2024
Views: 8728
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How do I configure the firewall for the network version of TaxCalc?
The following ports must be open to allow access to the discovery service and the database, and should suffice for most installations. Server Side Incoming Rule discoveryservice.exe Port 3838 (UDP) postgres.exe Port 5432 / 5433 (TCP) Outgoing Rule discoveryservice.exe Port 6178 (TCP) ...
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24 Mar, 2020
Views: 7426
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How to send a Health Check report
In order to diagnose certain issues it may be necessary to send TaxCalc a Health Check. This can be completed from inside the program by using the menu options on the top toolbar. Help > Send HealthCheck to TaxCalc If, however, you cannot open the program, you can send a Health Check...
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18 Oct, 2022
Views: 6863
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Can I re-download TaxCalc onto my computer?
It is possible to re-download TaxCalc from our website as follows: Go to www.taxcalc.com. Log in to your account using your Username (email address) and Password*. go to My Products and Services Click on the Download button. Click on the statement .I want to update TaxCalc to the latest...
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03 Oct, 2018
Views: 6315
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