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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: 442
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 and being able to see the tax return file location, as the data is stored in the database, it is always...
rating 05 Aug, 2019 Views: 441
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 21 Mar, 2019 Views: 433
How to allot shares in Taxcalc
In order to allocate shares against a particular person in the client hub, you first need to ensure that you have a relationship created for the shareholder. Please complete the following steps if you haven’t already done so: Launch Client Hub Double-click on the relevant company/partnership...
rating 07 Sep, 2018 Views: 429
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: 412
How to manage Portfolios
It is possible to assign specific clients to specific users within the database. This can be done in the user's settings. In order to set the client restriction, go to Administration > Users > Edit User > Client Restriction. Select if the user is to have access to All Clients or...
rating 08 Sep, 2016 Views: 410
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: 405
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: 401
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: 389
Setting User Security Roles
Practice and CloudConnect versions of TaxCalc allow multiple users to log in to the software. Each user is assigned to a Security Role which controls the level of permissions for any user assigned to it. A security role's permissions are defined when setting up the user or when editing the...
rating 28 Dec, 2018 Views: 369

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