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Client Hub
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: 276
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: 270
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: 247
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 15 Feb, 2018 Views: 243
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: 228
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: 228
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: 221
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: 197
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: 159
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: 152

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