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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: 381
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: 362
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: 362
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: 361
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: 346
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: 343
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: 320
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: 318
Standard Security Roles
Practice and CloudConnect versions of TaxCalc support multiple user logins. These user accounts can have their permission levels set to specific 'user roles', which allows the TaxCalc Administrator (the admin user) greater control over what users can see and are allowed to edit. By default,...
rating 21 Mar, 2019 Views: 305
Using the Action Button to view all tasks relating to a client
You can use the Action button (the cog shaped button in the top right of the window) to view and modify any outstanding tasks assigned to a client. Additional functionality has been added to the Outstanding Tasks menu when viewing tasks relating to a client via their tax return or set of...
rating 04 Apr, 2017 Views: 301

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