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Can I track work periods in TaxCalc, for things I do outside of TaxCalc like payroll?
You can track the work item periods and statuses for work you do outside of TaxCalc, for example, Payroll, directly via the Client List or from within a job. In Admin Centre > Applications > Practice Manager/WorkFlow select Activity Types from the left-hand menu. Select the Activity Type...
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25 Feb, 2025
Views: 602
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When an eSign envelope is sent, how do I view all documents within Signable on a mobile phone
When an eSign envelope is sent from TaxCalc, your client will be prompted for signing via email (using the email address specified within the Recipients page). Please note that your clients will receive this based on the Signing Order also configured within the envelope. The email your client...
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02 Dec, 2024
Views: 585
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How to use custom eSign email templates
Within Admin Centre > Applications > eSign Centre select Email Templates from the left-hand menu. Click Add New Template to open the Email Templates dialog. Enter a Template Name. Then within the Template Body, enter the text you would like to use as your email template. Click Save...
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02 Dec, 2024
Views: 573
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Can I turn on automation for all clients at the same time?
Yes, the option to bulk activate automation must be selected when activating any automation. Launch Admin Centre. Select Applications > Communications Centre > Customise Communications Centre. From the left-hand menu select Automated Message Settings. Select the relevant automation to...
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25 Feb, 2025
Views: 549
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Adding Other Relationships to an Envelope
eSign Centre allows you to add different relationships to an eSign envelope. You can also add ceased relationships as recipients if required. On the Recipient screen, simply click Add/Manage Relationships and manage client’s relationships directly from eSign Centre. You can choose existing...
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07 Dec, 2023
Views: 528
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How can I track my Jobs and Tasks history?
In order to track changes done to jobs and tasks, look for the View History dialog. The View History dialog is accessible from multiple places, for example: Work management - left hand menu Active work - right hand menu Outstanding work dialog (within Client list - View work) -...
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05 Dec, 2024
Views: 516
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How to Delete Emails in Bulk
To delete emails in bulk go to Communications Centre. From Message Activity select Sent/Cancelled from the top of the screen. Use Ctrl+A to select all the messages or Ctrl+Select to select specific messages to delete. Click Delete. The following message is displayed: Click Confirm to...
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02 Dec, 2025
Views: 514
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Using Custom Field Tokens in Communications Centre
Within Email Templates or Send Email, you can select the custom fields you have created within Admin Centre to populate in the client email. Simply select the options from the Token dropdown list to auto populate your email content with the custom field information.
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23 Mar, 2023
Views: 503
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Adding Custom Field Columns in the Client List
Within the client list in Practice Manager, you can add/remove columns that you want displayed by right-clicking over the column header. You can also add your custom fields to display as a column from here.
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23 Mar, 2023
Views: 493
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Can I delete a Job Template?
Depending on your permissions, you can delete a Job Template. However, you can't delete the predefined TaxCalc Job Templates or a Job Template that has been activated on a client. To delete a Job Template: Open the Admin Centre. Select Applications. From the Application table, select...
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02 Dec, 2025
Views: 486
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Uploading External Documents to an eSign Envelope
From eSign Centre you can send documents to your clients and contacts for signing. You can upload any TaxCalc document to your envelope, as well as any external documents from your computer. Within the envelope, select the Manage Documents screen. Click Add TaxCalc Documents to upload TaxCalc...
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04 Jul, 2023
Views: 470
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How to get rid of the eSign notification
When the envelope has been signed and completed by the client, the user who created the envelope will receive a notification within the TaxCalc application. Notifications ( Far top Right ) eSign Document Status > Show details View Document Click on the envelope Click on the cross under...
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25 Feb, 2025
Views: 451
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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: 443
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Creating Drop Down Lists for Custom Fields
Within Admin Centre > Applications > Customise Practice Manager > Custom Fields, you can create a custom field with dropdown options. You can add as many as you need. This makes it much easier for users to select the correct information for the custom field.
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23 Mar, 2023
Views: 435
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Customising Jobs and Tasks Widgets
You can customise any Widget you have added to your Dashboard by clicking the arrow icon in the top right corner of the Widget and selecting Edit. From here you can change the Widget title, height and more. Jobs assigned to me and Tasks assigned to me Widgets, give you an overall view of work to...
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04 Jul, 2023
Views: 426
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