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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: 156
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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: 153
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Where do I store the Companies House personal code on a client?
Please note you will need to be running the Autumn 2025 release of TaxCalc (currently scheduled for release w/c 20th October). To store the Companies House Personal Codes you can: Open Practice Manager and Edit a client Go to the Companies House Authentication Enter within the field...
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09 Oct, 2025
Views: 139
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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: 136
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