Knowledge Base

• Account

  • Logging in
  • Attaching accounts to CT600 return

• Accounts

  • Partnership Accounts – the TB
  • Partnership – profit share
  • Partnership accounts – contents
  • Partnership accounts – notes & policies
  • Partnership accounts – viewing
  • Partnership accounts – finalising
  • Partnership accounts – further sections
  • Transferring accounts to CT600

• Accounts tabs

  • Entering company or business details for the accounts
  • Trial balance data for the accounts
  • Contents to include in the accounts
  • Notes to the accounts
  • Accounting policies
  • Previewing accounts
  • Checking and filing accounts

• Adding, editing and removing

  • Adding a new client
  • Editing a client
  • Deleting a client

• Adjustments to trade profit

  • Amortisation
  • Annuities, annual payments and discounts from which income tax not deducted
  • Depreciation
  • Donations
  • Enhanced Research and Development expenditure
  • Income from UK land and buildings (override) (CT600)
  • Land remediation enhanced expenditure
  • Leased high emission cars
  • Legal and professional fees
  • Loss or (profit) on sale of fixed assets
  • Non-exempt dividends and distributions from overseas companies
  • Other deductions from trade profits
  • Other disallowable expenses
  • Other income and gains not entered elsewhere
  • Provisions and bad debts
  • Remuneration not paid
  • Repairs and renewals
  • Disallowable entertaining

• Clients

  • Clients

• Data input screens (SA100)

  • Disposals tab
  • Computation tab
  • Close company loans written off
  • Class 2 and Class 4 NIC
  • Dividends from UK companies
  • Employment
  • Income chargeable to settlor
  • Income from property
  • Income from trusts or settlements
  • Income from UK estate
  • Interest from UK banks etc
  • Interest from Gilts, accrued income etc
  • Life assurance gains
  • Lloyd’s underwriters
  • Member of Parliament etc
  • Minister of Religion
  • Other dividends
  • Other income/losses
  • Other UK pensions
  • Linking to a Partnership Tax Return
  • Importing accounts data from other packages
  • Plant and Machinery – Main pool
  • Plant and Machinery – Special Rate Pool
  • Short life assets
  • Assets with private use
  • Research and Development Allowances
  • Business Premises Renovation Allowance
  • Know-how Pool
  • Patents
  • Averaging calculator
  • Share schemes
  • State pensions and benefits
  • Stock dividends
  • Dividends from foreign companies
  • Foreign life assurance gains
  • Foreign savings interest
  • Foreign tax paid on other income
  • Income from foreign estate
  • Income received by person abroad
  • Income from Land and property abroad
  • Other overseas income and gains
  • Overseas pensions etc
  • Blind Person’s Allowance
  • Community Investment Tax Relief
  • Subscriptions for shares under EIS/Seed EIS
  • Gift Aid payments
  • Gifts to charity
  • Maintenance payments
  • Marriage Allowance Transfer
  • Married Couple’s Allowance
  • Override Foreign Tax Credit Relief
  • Payroll Giving
  • Pension payments
  • Post cessation expenses etc
  • Qualifying loan interest
  • Relief claimed for later years trading losses
  • Relief claimed on redemption of bonus shares
  • Social Investment Tax Relief
  • Payments to a trade union etc. for death benefits
  • Subscriptions for Venture Capital Trust shares
  • Additional notes for SA100
  • Benefit from pre-owned assets
  • Claim to reduce payment on account
  • Front Page Details
  • High Income Child Benefit Charge
  • Payments on account
  • Pension savings tax charges
  • Business receipts taxed as income of earlier years
  • Repayment details
  • Remittance basis
  • Residence status
  • Royalties and annual payments made
  • Service company income
  • Student Loan repayments
  • Tax adviser and signatory details
  • Tax avoidance schemes
  • Employment lump sums
  • Self-employment
  • Partnership
  • Capital allowances
  • Capital Gains
  • Bonus issues of securities and redeemable shares

• Data input screens (SA800)

  • Linking to a Partnership Tax Return
  • Capital allowances
  • Data input sections for SA800 return
  • Front Page Details (SA800, SA900)
  • Trade / Profession
  • Other UK untaxed income (SA800)
  • Other UK taxed income (SA800)
  • UK property (SA800)
  • UK taxed interest (SA800)
  • UK Untaxed Interest (SA800)
  • UK Dividends (SA800)
  • Bonus issues of securities and loans written off (SA800)
  • Foreign savings interest (SA800)
  • Foreign dividends (SA800)
  • Income from disposal of offshore funds (SA800)
  • Land and property overseas (SA800)
  • Non-resident partners etc. (SA800)
  • Disposals of chargeable assets (SA800)

• Data input screens (SA900)

  • Foreign savings interest
  • Front Page Details (SA800, SA900)
  • Data input sections for SA900 returns
  • Tax adviser and signatory details (SA900)
  • Type of Trust
  • Beneficiaries
  • Trust register
  • Tax pool (SA900)
  • Income not liable to Special Trust Rate
  • Residence status (SA900)
  • Charity information
  • Trade/Profession (SA800)
  • Lloyd’s Underwriters (SA900)
  • Partnership profit/(loss) (SA900)
  • Interest etc (SA900)
  • Dividends etc (SA900)
  • UK Property (SA900)
  • Gains on UK life insurance policies (SA900)
  • Other UK income / (losses) (SA900)
  • Foreign dividends (SA900)
  • Foreign Property (SA900)
  • Foreign life assurance gains (SA900)
  • Disposals of holdings in offshore funds (SA900)
  • Capital Gains (SA900)
  • Accrued income and deeply discounted securities (SA900)
  • Other deemed income etc (SA900)
  • Company purchase of its own shares
  • Interest on loans used to pay inheritance tax
  • Foreign Tax Credit Relief (SA900)
  • Vulnerable beneficiary relief
  • Trust management expenses
  • Tax adjustments (SA900)
  • Capital paid to settlor
  • Annual payments made out of capital (SA900)
  • Pension savings tax charges (SA900)
  • Assets put into trust
  • Claim to reduce payments on account
  • Capital received from non-resident trust

• Data input screens companies (CT600)

  • Community Investment Tax Relief
  • Company information
  • Capital allowances first year tax credit
  • Chargeable gains
  • Data input sections for CT600 return
  • Double taxation relief
  • Exempt ABGH distributions
  • Income already taxed
  • Property income
  • Land remediation tax credit
  • Management expenses
  • Qualifying charitable donations
  • Surplus ACT set-off
  • Charities and Community Amateur Sports Clubs (CT600E)
  • Controlled Foreign Companies (CT600B)
  • Insurance (CT600D)
  • Loans to participators (CT600A)
  • Tax avoidance schemes (CT600J)
  • Cross-border Royalties (CT600H)
  • Bank Levy
  • Group relief (CT600C)
  • Research and Development or Film Relief and tax credits
  • Losses and reliefs (including loan relationship deficits)
  • Trading profits
  • Declaration
  • Tax payments and repayments

• General

  • Which browsers work with Taxfiler?
  • Navigation and input
  • Entering addresses
  • Logging out
  • Import clients from a .CSV file
  • Questionnaires
  • User restrictions within Taxfiler
  • Restricting access to clients
  • Using income losses against capital gains

• General accounts preparation

  • Creating a new set of accounts
  • Submitting accounts to Companies House
  • Submitting accounts to HMRC
  • Deleting statutory accounts
  • Attaching accounts to CT600 return
  • Accounting periods longer than a year

• General menu

  • Home page
  • Tax Return list
  • Accounts list
  • Clients list

• General tax returns

  • Creating a new tax return
  • Finding a Tax Return
  • Deleting a Tax Return
  • Bulk Taxyear Rollforward
  • Amending a tax return
  • Overview
  • Capital Losses (SA100)
  • Linking to a Partnership Tax Return
  • Attaching accounts to CT600 return
  • Status tabs
  • Final accounts for FRS102
  • Carried back losses CT600
  • Carried back losses (SA100)
  • Adding Tax Adviser details to a SA100 return
  • Unlocking a Tax return
  • Questionnaires
  • Personal allowance
  • Dormant accounts
  • Cessation of a company
  • Terminal loss relief

• Getting started

  • Getting Started with Taxfiler

• How do I?

  • Accounting periods longer than a year
  • How do I change imported trial balance values?
  • Changing your bank details with GoCardless
  • How do I show a different tax code?
  • Update company notes to show limited by guarantee
  • User restrictions within Taxfiler
  • Restricting access to clients
  • Using income losses against capital gains

• Importing and reporting

  • Import clients from a .CSV file
  • Quick Reporting

• Introduction & setup

  • Partnership accounts – setup
  • HMRC offices
  • Importing a CSV file into Taxfiler
  • Importing Kashflow into Taxfiler
  • Importing QBO into Taxfiler
  • Importing Xero data into Taxfiler Sole trader
  • Importing Xero TB into Taxfiler
  • Partnership – adding partners
  • Setting up CH credentials
  • Setting up HMRC credentials
  • Taxfiler introduction

• IRIS OpenSpace

  • IRIS OpenSpace within Taxfiler

• MTD

  • MTD for VAT

• Practice Management

  • Introduction to Taxfiler Practice Management

• Review and file

  • HMRC “Authentication Failure”
  • HMRC Errors

• Settings page

  • Office/Branch/Department
  • Bank account(s)
  • Online Filing Passwords
  • Users
  • HMRC Offices
  • Billing
  • SETTINGS page
  • Connections page (icon)

• Tax Return tabs

  • Overview tax return
  • Status tab for individual SA returns
  • Data Entry
  • Tax Calculation
  • Tax Return
  • Client/case details
  • Tax Return tabs
  • Status tab for trust returns
  • Status tab for Company CT600 returns
  • Status tab for Partnerships
  • Data Input
  • Computation
  • Review and File

• Tax returns

  • Tax returns

• Tax returns tutorial videos

  • Capital allowances CT600
  • Long period CT600s
  • Residence – claiming PA as non-resident

• Tools

  • Tools page
  • Quick Reporting
  • Bulk Taxyear Rollforward
  • Questionnaires