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Glossary

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  • Client Portfolio
    If you have multiple users of TaxCalc within the office and you each work on separate clients, you can associate the relevant clients to a specific user within the hub.
  • COM add-ins
    COM (Common Object Model) add-ins are used to extend the functionality of Office applications. They are normally used to automate certain tasks in response to an action (for instance clicking on a toolbar icon, or opening/closing documents or worksheets).
  • CSV
    CSV (comma seperated variable) is a file format that can store data in a tabular format, similar to (and widely compatible with) spreadsheets.