TaxCalc SimpleStep and Check & Finish

TaxCalc's SimpleStep routines appear throughout TaxCalc Client Hub and are used to walk you through popular tasks, such as setting up clients, performing mail merges and building reports.

We designed SimpleStep to be flexible and interactive, allowing you skip steps by using the left hand menu.

Each SimpleStep features Check & Finish at the end of the process, which checks over your entries and highlights any data that needs your attention in plain English. Links against each issue raised will take you straight to the screen that requires correction.