Practice Manager
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...
rating 24 Jul, 2025 Views: 270
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. ...
rating 24 Sep, 2025 Views: 224
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,...
rating 24 Sep, 2025 Views: 196
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...
rating 24 Sep, 2025 Views: 186

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