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Another firm's work on this computer
If this computer was linked to one Taxably firm and then to another, Taxably keeps the first firm's client work apart and builds nothing until you choose how to settle it.
- Applies to
- Taxably Connect 3.3.9 and later
- Last reviewed
On this page
Taxably says:
This computer holds another Taxably firm's client work, so nothing will be built or answered here until that is settled.
It happens when a computer that built prep sheets for one firm is linked to a different firm, for example a computer passed between two practices. Taxably keeps each firm's clients apart, so nothing of the first firm's work is shown, built, searched or sent while this computer is linked to the second.
If this computer should belong to the first firm
- Open Settings, then Your Taxably account.
- Press Unlink this computer, and confirm.
- Link it again, signing in to the first firm's account.
The first firm's work is there as it was.
If it should belong to the firm it is linked to now
- Open Settings and find Reset under Controls. Read the description under it; it says what goes and what stays.
The Controls card in Settings while this computer holds another firm's work: Reset says it removes this computer's records of that firm's client work, and lists what is kept. 2. Press Reset, then press it again to confirm. 3. Connect your folders and build your clients.
Reset removes the other firm's work from this computer only. Their documents, and the prep sheets delivered to their own folders, are not touched.
Related articles
- When Taxably says something you didn't expectThe messages Taxably Connect shows, word for word, grouped by where you meet them, each with what it means and what to press.
- Your records on this computer, and ResetEvery build leaves a record of what Taxably read, kept on this computer. Reset starts Taxably over, and says what it removes and keeps before you press it.
- Unlink or change computersYour firm links one computer to Taxably at a time. Unlink the old one and link the new one; nothing is deleted from either.
- Contact supportEmail support@taxably.ai or send the form on the Help and support page. A summary from Taxably Connect helps us answer faster.
Still stuck?
Email support@taxably.ai, or send your question from Help and support.