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Viewing the Most Recent Note for a Job or Task
Within Work Management users can view the most recent note added against a Job or Task by highlighting it in the table and viewing the “Most Recent Note” section in the right hand panel. Simply click on the Job or Task within the Work Management screen and review the information on the...
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13 Feb, 2024
Views: 364
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Why is the Custom User Role not displaying the User on the Client Record?
If you have followed these steps: Created a Custom User Role in Admin Centre Assigned Users to the Role against the Client Record Created a Job Template with the Custom User Role set in the Job Assignee field Applied the Job Template to the Client Yet, the Job Assignee is still showing as...
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27 Jun, 2024
Views: 346
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Due Date Column Colours in Work Management
In the Work Management screen, you will see that the Due Date columns are categorised by colours. Here's what the colours mean: Red - means that the Job/Task is Overdue Orange - means that a reminder has been set for the Job/Task and the date is now in the reminder window
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07 Dec, 2023
Views: 341
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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: 341
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TaxCalc - Customer Charter and Code of Conduct
We have produced our customer charter and code of conduct, where you will find information about our commitment to our customers and how we approach Supporting each and every one.
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21 Dec, 2020
Views: 325
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