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What is Two-Factor Authentication?
Two-Factor Authentication (2FA) allows you to add an additional layer of security to further protect sensitive data. It is a security process which means users must provide two separate authentication factors to verify themselves, firstly, a username and password, then a Personal Identification...
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24 Sep, 2021
Views: 12002
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Where do I enter Filing Credentials for Tax Return Production?
To enter your HMRC Self Assessment and Corporation Tax Filing Credentials, please follow the below instructions: For your Firm's details: Launch Admin Centre > Applications Click on Tax Return Production > Customise TaxCalc Click on Filing Credentials on the left Enter in your HMRC...
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20 Jul, 2023
Views: 9071
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How to Reset the Two-Factor Authentication Details
You may need to reset the two-factor authentication if you have lost a device or think that your authentication code has been compromised. You can do this by: Logging in to TaxCalc Hub, using an account with permission to access Admin Centre. Go to Admin Centre→Users and edit the user in...
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23 Nov, 2021
Views: 4541
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How to Set Up Two-Factor Authentication (2FA)
TaxCalc offers you the ability to log in using an extra layer of security by using two-factor authentication. In order to use two-factor authentication, you will need to use an authentication application if you don’t have one already, to provide the second factor of the authentication. See KB3189...
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22 Sep, 2021
Views: 3818
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Authentication Applications and How to Use Them
Two-Factor Authentication (2FA) allows you to add an additional layer of security for users when logging in to TaxCalc and has been implemented to further protect sensitive data. It is a security process which means users must provide two separate authentication factors to verify themselves (one...
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04 Apr, 2023
Views: 3522
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Where do I enter Filing Credentials for VAT Filer?
To enter and store your VAT Filing Credentials in TaxCalc, follow these steps: For your Firm's details: Go to Admin from the home screen Select Applications from the left-hand menu Select VAT Filer from the list of your products Select Customise VAT filing from the left-hand menu Click on...
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20 Jul, 2023
Views: 1931
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"Authentication code incorrect, please try again." when logging into TaxCalc with Two-Factor Authentication (2FA) enabled.
If you have enabled Two-Factor Authentication (2FA) for your login into TaxCalc you may experience an Authentication code incorrect, please try again message similar to the screen shot below. The common reasons for this happening are: The first is that the date and time on your computer may...
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29 Sep, 2021
Views: 1632
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Communications Centre – Switch your existing Microsoft Accounts to the new provider type
If you have already set up any Microsoft mailboxes (Office365, Outlook, Hotmail, Live, etc) within Communications Centre, you may need to take action to continue to use them. The Office 365 or Outlook provider types have been re-named in TaxCalc Hub to Office 365 (legacy) and Outlook (legacy) and...
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27 Mar, 2024
Views: 288
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How do I add/update my Filing Credentials?
You can enter and store your filing credentials in TaxCalc for different areas within the application. We have collated the information below so you can enter in the filing credentials for each relevant area. For Tax Return Production: Where do I enter Filing Credentials for Tax Return...
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20 Jul, 2023
Views: 222
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Setting up a mailbox for other email providers
Please Note: If you are setting up a Gmail or Microsoft email account (Office 365, Outlook, Hotmail, Live and so on) you should read the specific Knowledge Base article for your email provider: Link to main email providers KB article TaxCalc connects to your mailbox using Simple Mail Transfer...
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27 Mar, 2024
Views: 185
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Set up Mailboxes for Communications Centre
TaxCalc’s Communications Centre allows you to add and authorise your own mailbox system(s) within the TaxCalc Admin module and then use those mailboxes to generate and send emails from within TaxCalc. Adding your own Mailbox(es) into TaxCalc, as well as the means of sending emails, can differ...
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27 Mar, 2024
Views: 174
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Where do I enter Filing Credentials for Accounts Production?
To enter and store your credentials for Accounts Production please follow the instructions below: For your Firm's details: Launch Admin Centre > Applications Click on Accounts Production > Customise Accounts Click on Online filing (Companies House) on the left Enter your Presenter ID...
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20 Jul, 2023
Views: 166
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Where do I enter Filing Credentials for Company Secretarial?
To enter and store your Companies House filing credentials to submit Company forms or an Incorporation document, please see the below instructions: If you have purchased Company Incorporator, please click here If you have purchased Companies House Forms, please click here Company Incorporator...
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20 Jul, 2023
Views: 155
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How to Assign Jobs to Additional Managers
Within Admin Centre you can create a custom field for Users to display a list of users within the practice which allows you to set additional custom user roles against the client. Adding a User Custom Field: Within Admin Centre > Applications > Customise Practice Manager, select the...
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20 Feb, 2024
Views: 124
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Setting up a Microsoft mailbox in Communications Centre
Please Note: This email provider option covers all Microsoft mailbox types (Office 365, Outlook, Hotmail, Live and so on). If you have already added any accounts using the Outlook (legacy) and Office 365 (legacy) options, you should change them to this provider type and re-authorise them as the...
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27 Mar, 2024
Views: 114
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