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Notifications in TaxCalc
TaxCalc has a notifications area shown on the title bar which alerts you to any issues that require your attention. This notifications area can also be used to contact the TaxCalc Support Team, send a return to us and check licence usage details. If your notifications area has a number beside it,...
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07 Dec, 2023
Views: 292
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Viewing the Most Recent Note for a Job or Task
Within Work Management users can view the most recent note added against a Job or Task by highlighting it in the table and viewing the “Most Recent Note” section in the right hand panel. Simply click on the Job or Task within the Work Management screen and review the information on the...
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13 Feb, 2024
Views: 290
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Is it possible to filter the Work Management list by "Work Item Status" for certain jobs where I do not process the work within TaxCalc, e.g. Payroll?
You can filter the Work Management list by Work Item Status for Non-TaxCalc Work, for example Payroll. In Admin Centre > Applications > Practice Manager/WorkFlow select Activity Types from the left-hand menu. Select the Activity Type from the list and click Edit. From the Edit Activity...
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27 Jun, 2024
Views: 280
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Viewing a Client's Communications Activity
Within a client’s record, Communications Activity allows you to view the correspondence you have sent to clients. You can see the messages sent out to clients, who they were sent to, when they were sent and who in the practice sent them. This is particularly important for Practices to be able...
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13 Feb, 2024
Views: 277
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Due Date Column Colours in Work Management
In the Work Management screen, you will see that the Due Date columns are categorised by colours. Here's what the colours mean: Red - means that the Job/Task is Overdue Orange - means that a reminder has been set for the Job/Task and the date is now in the reminder window
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07 Dec, 2023
Views: 252
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Why is the Custom User Role not displaying the User on the Client Record?
If you have followed these steps: Created a Custom User Role in Admin Centre Assigned Users to the Role against the Client Record Created a Job Template with the Custom User Role set in the Job Assignee field Applied the Job Template to the Client Yet, the Job Assignee is still showing as...
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27 Jun, 2024
Views: 251
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Can I Delete a Task?
Within Work Management you can delete singular or multiple tasks. Deleting a single Task: In Practice Manager > Work Management, select the Task you want to delete. From the left hand menu select Delete. The following message is displayed, ‘This action will delete the task. To confirm...
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01 Nov, 2023
Views: 226
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Invite existing users to use Email Login Setup
Within Admin Centre > Users select the Invite to be sent option displayed next to the Active status for the existing user: This will then display the Email Login Setup dialog. Enter the user’s unique email address that they will use when logging into TaxCalc and select...
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09 Jul, 2025
Views: 223
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An introduction to Non-TaxCalc work
What is Non-TaxCalc Work? Any item of work you physically process outside of a TaxCalc module. This could be activities such as Payroll or Bookkeeping. What will enabling this functionality allow? You will be able to create work periods and set work item statuses from within a job for any...
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24 Jul, 2025
Views: 157
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Resetting your Password for Email Login Setup Users
If you are using Email Login, you will now need to follow the new steps when resetting your password. From the TaxCalc login screen enter your Email. Click Forgot your password? Alternatively, in Admin Centre > Users, select the user from the list and click Reset Password from the...
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05 Aug, 2025
Views: 82
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