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Step-by-step Guide
Database Related
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...
rating 10 Dec, 2021 Views: 8781
Automatic backup of TaxCalc on a server
The network version of TaxCalc uses the Postgres database engine. Backups need to be made on the server itself - there is no capability for users to make an automatic backup of the database from a 'client' computer. In a full blown server environment it may not be possible or desirable for users...
rating 27 Dec, 2019 Views: 4564
Where is my database stored and can I move it? (Individual users)
Unfortunately the database cannot be moved due to system settings within the software. The database itself must be stored in one of two different locations, depending on which option you selected during the installation. If you selected the Just me option during installation, the database will be...
rating 28 Mar, 2017 Views: 4237
Can I store the Postgres database on a remote drive or NAS box?
Storing the database on a remote drive or on a Network attached Storage (NAS) device is not supported by Taxcalc. The data should be on the same device as the one where the Postgres Service is running. Any other configuration is outside the scope for support by TaxCalc. NFS (Network File...
rating 06 Jan, 2017 Views: 3189
Switching Databases within TaxCalc
If you have more than one database containing TaxCalc data on your network or via TaxCalc CloudConnect, you may on occasion need to switch between databases. Step 1: Switch database There are two different ways to do this which have been listed below. Switching on startup When you start...
rating 04 Sep, 2018 Views: 2778
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...
rating 14 Apr, 2020 Views: 2509
Error Updating Database
Users may experience an Error updating database error message after ; Restoring from backup. Restoring from an old backup file created on version 11.7.061 or earlier into the latest version of TaxCalc. Updating an old version of the program. If the latest installer is used to...
rating 07 Feb, 2022 Views: 2251
Performing a custom installation of TaxCalc (advanced users only)
With the release of TaxCalc for the 2016 year, TaxCalc have included some advanced options when installing the network version of the program for the first time. These options include the ability to customise the installation location of the TaxCalc program and the database engine (PostgreSQL) to...
rating 27 Feb, 2017 Views: 1440
How do I change the password for a user?
Please see below the step by step instructions on how to change a password for TaxCalc users (other than admin). Step 1: Log into TaxCalc as the admin user Open TaxCalc and log in with your admin username and password Step 2: Open Admin Launch Admin from the home screen. Step 3:...
rating 07 Jul, 2020 Views: 1260
Database Connectivity error on Network version of TaxCalc
The following error may appear when using TaxCalc on a network. This message will occur if you are logged into the program and there is a dropped connection to the database. This can also occur if the machine wakes after being in a hibernate or sleep state. It can also occur if a backup...
rating 28 Mar, 2017 Views: 1126
Can I migrate from the Standalone version of TaxCalc to the Network version?
Since early 2013 TaxCalc has employed two different database structures, one for Standalone users (SQLite) and one aimed at Network users (Postgres). For anyone looking to share data across multiple machines who are currently using the Standalone version, a migration will be required by our...
rating 27 Nov, 2023 Views: 1050
Merge of Data - overview
It is good practice for all TaxCalc users to work from a single database. Previous versions of the program have allowed multiple installations to exist however going forward to fully take advantage of new and forthcoming modules and products it is highly advantageous to work from a single...
rating 28 Nov, 2023 Views: 830
Recover the Root Database password
The Root Database password is held within the TaxCalc Postgres database. For safety the database is is not removed when uninstalling TaxCalc or PostgreSQL through the Windows control panel. This password can only be recovered or removed. To recover this password we need access to the...
rating 25 May, 2021 Views: 745
Merge of Data Checklist
If a TaxCalc database is to be combined with another TaxCalc database the information that can be transferred is limited. The database with data being extracted is referred to as the secondary database. The database that will import this additional data is referred to as a primary database. The...
rating 07 Mar, 2023 Views: 709
Error message: You do not have permission to access this application (individual users)
When opening TaxCalc you may receive the following Access Permission message when attempting to select any of the tax years: This error is likely caused by permission issues. To check this, complete the below steps: Close TaxCalc. Right-click on the TaxCalc icon. Choose Run as...
rating 28 Mar, 2017 Views: 703

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