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Can I run TaxCalc on Linux?
The TaxCalc application is now available on Linux for Individual and Standalone practice users. We are currently developing a network version which will be available in the future. As for now, you are able to have a LINUX machine as one of the additional machines if a windows machine acts as the...
rating 25 Aug, 2016 Views: 364
How do I add my own task types?
You can add own task types by following these steps: Click on Admin from the home screen. Select Applications from the left-hand menu. Click on Client Hub in the middle of the screen. Click on Customise Client Hub on the left. In the customization screen, click on Task options on the left....
rating 01 Aug, 2018 Views: 351
How do I find tasks by due date?
You can filter tasks by due date by following these steps: Open Client Hub. Click on Task Management. Select Due Between from the Show me tasks that are drop-down menu. NOTE: you can now filter the tasks that are due between one, seven or thirty days. Enter the relevant Start date and End...
rating 01 Aug, 2018 Views: 343
How do I link individual clients to a partnership?
Once you've created relationships in Client Hub, you can link individual clients to a partnership by following these steps: Check that all of your clients (and the relationships) contain a Unique Tax Reference (UTR). Open the partnership client in Tax Return Production. Open the relevant tax...
rating 28 Sep, 2015 Views: 336
How do I use custom tasks?
TaxCalc allows you to create your own tasks as well as using the defaults already within TaxCalc. Create a Custom Task Type Before you can use a task type within Task Manager, you need to add it to TaxCalc: Select Admin from the home screen. Click on Applications. Double-click on Client...
rating 01 Aug, 2018 Views: 323
How do I turn off 'Sent to Client?' in tax returns?
When printing a tax return, TaxCalc will ask you if you want to mark the return as printed and sent to client for approval. To turn this setting off, follow these steps: Select Administration from the home screen. Click on Applications on the left. Click on Tax Return Production in the middle...
rating 31 Jul, 2015 Views: 310
Importing a Tax Return stored as a file into the Database
Tax Returns can be stored outside of the database, but on occasion you may wish to import them into the database. This has the advantage of not being reliant on the machine you are using being able to see the tax return file location as the data is stored in the database it is always available. ...
rating 27 May, 2016 Views: 303
TaxCalc display is too large after update.
In the late 2017/early 2018 update, TaxCalc utilised a new component which more closely adheres to the Microsoft usability guidelines for display purposes. However we have found that due to the wide variety of hardware and software in use (and tweaked user settings) this may not always display as...
rating 30 Jan, 2018 Views: 302
Quick access via the cog menu
TaxCalc includes a cog menu that you can access from many screens within TaxCalc. This allows you to jump into other applications, access tasks and add notes to a client without navigating to a different area. When the cog menu is accessible it's shown at the top right of the screen, below the...
rating 28 Dec, 2018 Views: 283
Error message 'Authorisation details not found' appears on workstations when using network version of TaxCalc
Some users have reported that after updating their login details on the TaxCalc website, additional machines (workstations) may get the error message Authorisation details not found. This is because when the system was set up the workstations couldn't 'see' the server properly and a file called...
rating 18 Mar, 2016 Views: 278

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