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Client Hub
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 21 Mar, 2019 Views: 294
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: 289
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: 283
How do I import my company details into the client hub from the HMRC Client list?
If you have moved over from the HMRC website to TaxCalc, you will be able to extract certain details into a CSV file and import this into TaxCalc to populate your client list. You can do this by following these instructions: Log in to your HMRC account. Go to Services you can use >...
rating 16 Jan, 2017 Views: 278
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: 269
How to reset the TaxCalc website password
If the password you are using to access the TaxCalc website does not allow you to log, in it will need to be reset. Go to www.taxcalc.com. Click on the Log in button at the top right. Select the Forgot your password? link. Enter your registered email address you use to access...
rating 28 Mar, 2017 Views: 251
Error setting up a New Client (Standalone Database)
If you are running the standalone version of TaxCalc, you may experience a saving error when creating a new client in the Client Hub: This occurs when using the Global Address Book to input the client address on version 5.2.060. To get around this while we work on a fix for the error, you will...
rating 08 Mar, 2018 Views: 241
How to fix the TaxCalc display when the High DPI settings are set incorrectly
In some cases users prefer to change the zoom settings in TaxCalc rather than their display settings, However, if too radical a change is made to the Advanced Display Settings (High DPI Support) the TaxCalc display can become garbled. In this case the registry setting that control the High DPI...
rating 31 Jul, 2018 Views: 214
GDPR Checklist - Controllers
CONTROLLERS CHECKLIST Step 1 of 4: Lawfulness, fairness and transparency 1.1 Information you hold: Your business has conducted an information audit to map data flows. You should organise an information audit across your business or within particular business areas. One person with in-depth...
rating 02 Oct, 2018 Views: 208
TaxCalc's approach to GDPR
What is GDPR GDPR stands for General Data Protection Regulation. The GDPR effectively replaced the Data Protection Act (1998) as of 25 May 2018. The GDPR sets out guidelines for managing personally identifiable information. It applies to data ‘controllers’ and ‘processors’ and is...
rating 30 May, 2018 Views: 207

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