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An introduction to Non-TaxCalc work
What is Non-TaxCalc Work? Any item of work you physically process outside of a TaxCalc module. This could be activities such as Payroll or Bookkeeping. What will enabling this functionality allow? You will be able to create work periods and set work item statuses from within a job for any...
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24 Jul, 2025
Views: 280
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Getting Started with Email Login Setup
TaxCalc’s Email Login Setup allows you to use a unique email address to login and access TaxCalc, making your login credentials more secure. TaxCalc’s Getting Started with Email Login Setup Guide will show you how to: Login to TaxCalc with your unique email address as an Admin user. ...
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24 Sep, 2025
Views: 245
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Invite new users for Email Login Setup
Within Admin Centre > Users click New User from the left-hand menu The Invite User dialog is displayed: Enter the user’s unique Email that they will use when logging into TaxCalc. Select the appropriate User Role. Click Send Invitation. Once the email invitation has been sent,...
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24 Sep, 2025
Views: 214
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Email Login Setup - Collateral
Email Login Setup allows you to use a unique email address to login and access TaxCalc, making your login credentials more secure. Starting from the Summer 2025 release, we’ll begin a gradual rollout of these changes. Over time, users will be invited to use Email Login Setup. We’ll provide...
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24 Sep, 2025
Views: 200
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How can I access Engager from TaxCalc?
If you are a customer on our Cloud platform, TaxCalc now offers the ability to access Engager from within Practice Manager, when the link between TaxCalc and Engager has been enabled. How do I link TaxCalc to Engager? Log in to Engager.app with your usual Engager user ID and password ...
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04 Dec, 2025
Views: 40
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