How do I skip the login process?

For improved security, TaxCalc asks you to log in each time you open the program.

However, if you're a single user and don't need multiple logins or this added security measure, you can set TaxCalc to automatically log in for you. You can also set TaxCalc to automatically open Practice Manager tab whenever you log in.

IMPORTANT: If you're a Network user you should use the remember login feature instead of automatic login. This is because the automatic login feature logs you in as the admin user and will also try to log in all users in the Network as the admin user. This will make the system unstable and could cause loss of data.

Step 1: Open Administration

  1. Log in to TaxCalc as the admin user.
  2. When TaxCalc starts, launch Administration from the home screen.
  3. Select Applications from the left-hand menu.
  4. Select Customise Practice Manager from the left-hand menu.

  1. Double-click on Practice Manager in the central table.

Step 2: Set your startup options

  1. The Customise Practice Manager tab will open.

  1. Select Startup Options from the left-hand menu.
  2. Tick the box next to the option of your choice:
  1. Click on Continue until you reach the Finish screen.
  2. Click on Finish and Save.


Article ID: 1244
Last updated: 17 Oct, 2019
Revision: 10
SimpleStep® -> How do I skip the login process?
https://kb.taxcalc.com/index.php?View=entry&EntryID=1244