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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: 907
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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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03 Jun, 2025
Views: 640
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How to Restrict a User’s Access to a Specific Office
Where a user only requires access to clients associated with a specific Office, a dynamic filter can be added to restrict the clients that user can see. Within Admin Centre > Users select the user you would like to restrict. From the left hand menu select Client Restriction. Click the...
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20 Feb, 2024
Views: 536
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Assigning the Hub Admin role to another user
During the initial installation of TaxCalc, a superior administrator role is created called Hub Admin and this is assigned to the username admin. The Hub Admin role has additional permissions and options compared to other security roles in the system. Only the user holding the Hub Admin role,...
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02 Oct, 2025
Views: 464
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