Taxbox Software Support Videos

 

Company Taxplanner

Taxplanner Desktop

Salary Planner

Taxplanner Cloud

hApp-e-tax Desktop

SecForms

FAQ

Q:How do I move my Taxplanner data to a new PC?
A:Backup current Taxplanner data. This can be done by right-clicking the “Taxplanner” shortcut, Click “Open File Location”. From  here go one folder up to the default install location for Taxplanner(C:\Finsolve). Copy the “Finsolve” folder to the new device. When you run the program on the new device, you will be promted to reregister the program. Please purchase a Taxplanner Reinstallation for the Tax year you want to register again.
Q:How do you install additional network licences on Taxplanner?
A:Please purchase a Taxplanner Additional License for the Tax year you want extra licenses for. Once you have purchased the additional license, we will update your online registration and provide you with instructions on how to update your number of user licenses. We will also assist you remotely with the registration should you require additional assistance. Please follow the link below to view the How to Register Taxplanner video
Q:Re-install steps for new, lost or stolen PCs and laptops?
A:Please note that there is a fee of R345.00(VAT Incl.) that applies for re-installation or re-registrations. Visit the TaxBox website and order the product you need to install.  After installation, click on “Registration” and complete the form with all relevant details.  Please forward a screenshot of the registration window to registrations@taxbox.co.za. We will provide you with instructions on how register online or provide you with your new activation code.
Q:How do I pull information in from 1 tax year to another in TaxPlanner?
A:Open the year version of Taxplanner you would like to import your data to e.g 2025. Click on “Transactions” and the go to “Copy Taxpayers Between Tax Years”. The copy taxpayers utility will open, click the “Copy Taxpayers From” button and select the tax year to copy data from. The “Existing Taxpayers” Column will populate with the Taxpayers from the year selected. You can either select taxpayers indiviually or copy all taxpayers. Please follow the link below to the How to Copy Taxpayers Between Tax Years video as a guide.
Q:On which platforms does taxbox software products run?
A:All taxbox products are Windows-Based and will only work on Windows operationg systems (Windows 7 – Windows 11)