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SimpleStep®
Database connection details not found (Cannot connect to database)
If TaxCalc loses contact with, or has never been able to connect to a database, you will receive the following error message (The wording in the top panel may differ slightly). This means that your additional machine cannot ‘see’ the server machine – the one on which the database is...
rating 09 Sep, 2016 Views: 13627
How do I import a Trial Balance using a CSV?
You can save time when importing Trial Balances into Accounts Production by exporting a CSV (comma-separated values) file from your bookkeeping software. This is quicker than manually entering the data. Below is a short video that will take you through the import routine. Alternatively, for a...
rating 02 May, 2018 Views: 6404
How do I customise Client Hub?
The main Client Hub area is very flexible, allowing you to choose the information you see at a glance. Rather than displaying a simple client list, with client codes and names, you can display items such as the tax return status, Unique Taxpayer Reference (UTR) and details of when the latest...
rating 02 Mar, 2018 Views: 3672
How do I create a tax return?
You can use TaxCalc to produce tax returns for years dating back to 2011–12 for Income Tax and to 2006–07 for Corporation Tax. Before you can create a tax return, you need to set up a client record in Client Hub. There are two ways to do this: How do I import a TaxCalc tax return? How do...
rating 02 Feb, 2016 Views: 3181
Installing the Network Version
The following guide will assist users through the setup, installation, configuration and first use of the network version of TaxCalc. While the network version of TaxCalc is normally deployed where there are multiple computers, it is also on occasion installed on a single machine for either...
rating 02 Mar, 2018 Views: 3006
How do I back up the database?
TaxCalc uses a database to store client, accounts and tax return data. This SimpleStep guide will help you to take regular backups. If you run TaxCalc on a network, you must perform the backup on your server. You can't run a backup remotely from a computer that's connected to the server. Step...
rating 18 May, 2018 Views: 2890
How do I store tax returns in my own file system?
By default, TaxCalc stores tax returns in a database. This is the recommended method of storage for reasons of security, but you can save tax returns in a separate location if you prefer. If you're a Standalone user, or you have multiple machines that aren't connected by a network, you may...
rating 28 Mar, 2017 Views: 2721
How do I set up a user?
When TaxCalc is set up on a network, each person who'll be logging in needs to have their own user account. Only one person can be logged in as the admin user. If someone else tries to log in as the admin user at the same time, they'll force the other person off the system. This SimpleStep guide...
rating 31 Mar, 2017 Views: 2441
How do I create a task?
In TaxCalc, you can create tasks that can be allocated to both clients and staff. You can set reminders to alert you of a task and also set them to recur. Once set up, you can view tasks collectively and filter them according to type, assignee, creation date and a number of other criteria. Step...
rating 02 Mar, 2018 Views: 2122
How do I import a client from TaxCalc 2012?
TaxCalc can import client data from TaxCalc 2012 tax returns so that you don't need to enter the same information for 2013 onwards. When you import a client using a TaxCalc 2012 tax return, you're doing two things: Transferring a copy of the 2012 tax return into the TaxCalc database. ...
rating 08 Apr, 2016 Views: 1978

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