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How do I set up a user?

Article ID: 1236
Last updated: 31 Mar, 2017

When TaxCalc is set up on a network, each person who'll be logging in needs to have their own user account. Only one person can be logged in as the admin user. If someone else tries to log in as the admin user at the same time, they'll force the other person off the system. This SimpleStep guide shows you how to set up a user.

Step 1: Log into TaxCalc as the admin user

Open TaxCalc and log in with your user account details.

Step 2: Open Administration

Launch Administration from the home screen.

Step 3: Open the Users Admin Panel

When Administration opens, select Users from the left-hand menu.

The screen will show the user accounts that have already been created. If TaxCalc has just been installed it will just show the admin account.

Select New User from the left-hand menu.

Step 4: New User SimpleStep

The New User SimpleStep will open.

Click on Continue.

About the User

Fill in all the red boxes, using the following table to help you.

Username The username is the account name that the user will use to log in. It is case sensitive. To make the username easy to remember, we recommend that you use a person’s full name without spaces. For example: stevejones, mariawilson.
Initials Initials are used to stamp certain transactions in TaxCalc, such as postings in Accounts Production.
User role type The user role type denotes what a user can and can't do. You can find out more by going to Security Roles in Administration. By default, Administrator has the most capability in the system and will allow the user to do everything that the admin user can do.

Portfolio
A portfolio is a collection of clients, usually assigned to a fee earner in the practice. Often the fee earner will be the proprietor or the partners of a firm. When clients are created, you can assign them to portfolios, which can then be used to run reports.

Click on Continue.

Office and Contacts Details

This information is optional.

Click on Continue.

Online Filing Settings

This information is optional.

Sometimes a user will want to use their own filing credentials to submit a tax return. You can enter them here and when the user files a return, they can choose whether to use the firm’s filing credentials or their own. If you leave this blank, the user must use the firm’s filing credentials.

Click on Continue.

Finish

If there are any errors they'll be marked with hyperlinks – underlined text within the error. Click on the hyperlink to resolve the error.

setting up a new user

When you've resolved all errors, click on Finish and Save. The SimpleStep will close and the new user will appear in the Users Admin Panel.

You can edit the user’s account at any time by choosing them from the table and clicking on Edit User.

Other things you can do on this screen

Click on a user's account to select the following commands from the left-hand menu.

Edit user Edit the user’s account on the system – a SimpleStep will open.
Reset password This allows the user to reset their password when they next log into TaxCalc.
Suspend/Restore If a user leaves your firm you can suspend their access. You can't delete a user from the system. You can also restore their access if necessary.
Log out user Log out a user from TaxCalc remotely. If a user leaves TaxCalc open on their computer, they could prevent the system from running an update or stop another user from using Accounts Production or Tax Return Production.

Step 5: Log into the new account

The final step is for the new user to log in to TaxCalc.

In this example, we've set up an account for Steve Jones and his username is stevejones.

When he starts the software on his computer, he'll enter the username stevejones. A temporary password was set when the user was created within the Administration screens.



When he clicks on Login, the following window will display and a new password will need to be created by the user.

The password has to be entered twice to prevent any typographical errors.

When Steve clicks on Login, he'll log in to TaxCalc.

His name will appear in the Notifications menu in the top right-hand corner of the window.

Article ID: 1236
Last updated: 31 Mar, 2017
Revision: 10
Views: 2333
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