Taxtrex Ireland
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    • Dashboard nagivation
    • Add a project
    • Adding staff time
    • Preparing a survey
    • Accessing a survey
    • Managing Time
    • Documenting an activity
    • Populating R&D folder
    • Generating reports
    • Risk profile management
    • Activity mapping
    • Stakeholder access
    • Stakeholder permissions
    • Business Advisor’s role
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Navigating the Dashboard

This 3 minute video demonstrates how to:

  • navigate around the dashboard (Time index 0:18)
  • prepare or access a survey for the current or future year (Time index 1:17)
  • add a new project (Time index 1:51)
  • understand visually when all 3 surveys are due during the year (Time index 2:12)

Navigating the Survey System

This 3 minute video demonstrates how to:

  • navigate around the survey management dashboard (Time index 0:11)
  • generate a report under Survey Reports tab (Time index 0:48)
  • manage time with time tracking system (Time index 1:08)
  • the risk management algorithm works (Time index 1:36)
  • TaxTrax populates an R&D e-folder (Time index 2:02)

Understanding Activity Mapping

This 90 second video demonstrates how to:

  • document purpose of an activity (Time index 0:10)
  • use activity mapping for possible audit defence (Time index 0:45)

Understanding Tiered Access

This 2 minute video demonstrates how to understand:

  • key stakeholder access (Time index 0:06)
  • stakeholder permissions (Time index 0:41)
  • the role of the business advisor (Time index 1:18)

Quick Contact

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Videos

  • What is TaxTrex?
  • How does TaxTrex work?
  • Why use TaxTrex?
  • How to manage clients?
  • How do the surveys work?
  • What is activity mapping?
  • What is tiered user access?

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