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Quick access via the cog menu

Article ID: 2343
Last updated: 21 Mar, 2019

TaxCalc includes a cog menu that you can access from many screens within TaxCalc. This allows you to jump into other applications, access tasks and add notes to a client without navigating to a different area.

When the cog menu is accessible it's shown at the top right of the screen, below the Notifications window.

When you click the cog icon, you'll be given the following options:

You can click on any of the relevant tasks and this will jump to that application or perform the relevant action. For example, clicking on Open in VAT, opens VAT Filer for that client.

Article ID: 2343
Last updated: 21 Mar, 2019
Revision: 6
Views: 308
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