Knowledge Base Articles

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2970 articles

openspace-how-to-edit-the-name-approving-documents

Openspace- How to edit the name approving documents?

Openspace will always use the very first client name created in OS to approve the documents – So if a…

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PTP - How to Install PTP Tax Expense

This guide will show you how to install PTP Tax Expense as a brand new installation. Please follow the instructions…

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PTP Tax Platform - Partnership - message: missing partnership pages

To resolve your query please follow the steps below: - Open PTP Tax Platform - Under "Find Client" tab for…

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Openspace- 2/Two, Step/factor Authentication setup (MFA)

For added security for users - this needs to be set up individually per user. 1.Log into your Openspace account.…

ptp-how-to-backup-ptp-tax-platform

PTP - How to backup PTP Tax Platform

Please follow the steps below to take a backup of PTP Tax Platform. 1. Open PTP Tax Platform from the…

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PTP - How to deploy PTP Tax Platform & Tax Expense over a network

1. Open File Explorer. Go to your PTP installation folder. Right-click on the PTPData folder and choose Properties. 2. Go to the…

ptp-ptp-tax-corporation-tax-platform-migration-guide

PTP - PTP Tax & Corporation Tax Platform Migration Guide

This migration guide addresses how to migrate the database to a new installation of PTP Tax Platform. 1. Install PTP…

ptp-how-to-find-or-change-the-data-location-for-ptp-tax-platform

PTP - How to find or change the data location for PTP Tax Platform

If you are unsure where the data location for your PTP Tax Platform database is or, you wish to change…

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PCSR - Deleting unused Person records

In the All Person records screen, accessed from the Actions panel, any Persons that have no associated companies will be…

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Business Tax- Top menu bar greyed out and no options appear

When you load a company in Business Tax but the top menu bar is greyed out and no options appear…