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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 08 Aug, 2018 Views: 5594
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: 2736
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: 2431
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: 2012
Postgres does not always start when the "server" machine is rebooted
Some customers have reported that on occasion the Postgres service that manages access to the database for network versions of TaxCalc does not start when the server is started/restarted. This can happen even when the service is set to Automatic (as it should be) In this case setting the...
rating 18 Mar, 2016 Views: 1774
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: 1301
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: 776
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: 754
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 04 Feb, 2020 Views: 553
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: 458
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 24 Mar, 2020 Views: 406
Database and linked files explained (Professional)
TaxCalc can now provide you with either a stand-alone or network installation set-up. If you’re using a stand-alone version, you have the option to store your returns either in a local database or in regular files, much like previous editions of TaxCalc. You can still open TaxCalc 2013...
rating 17 Oct, 2019 Views: 346
External connections into the TaxCalc database
In line with our EULA TaxCalc does not permit third party software to insert, delete, interrogate, or in any way interact with the data held within the TaxCalc database. Whilst it is technically possible to connect to a TaxCalc database, outside of the application, it is not an area we can support...
rating 27 Sep, 2018 Views: 317
Error message when restoring database: Please close other [n] connections to DB (hub) and try again
If you receive this error message when restoring a database, it means that the program is unable to close all the active connections to the database. First, make sure that no other users are logged into TaxCalc and try to restore the database again. If this doesn't work, follow these steps...
rating 18 Mar, 2016 Views: 223
How to make a backup of the Network version of TaxCalc if the program is not working
On occasion, when TaxCalc is not working as expected, users may need to make a backup of TaxCalc from outside of the program. It is still possible to make a backup of the database through a utility (known as PGAdminIII or PGAdmin) provided within the database engine itself. This will only work if...
rating 27 Dec, 2019 Views: 184

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