Taxfiler Help Centre

If you have questions that you cannot find an answer to in the Help Centre, please send an email to support@taxfiler.co.uk.

Feedback

If you have any feedback on the Help Centre or suggestions for improving Taxfiler itself, please email feedback@taxfiler.co.uk.

- Checking and filing accounts
  
  Previewing accounts
  
  Accounting policies
  
  Notes to the accounts
  
  Contents to include in the accounts
  
  Trial balance data for the accounts
  
  Entering company or business details for the accounts
- Cessation of a company
  
  Dormant accounts
  
  Final accounts for FRS102
  
  Accounting periods longer than a year
  
  Attaching accounts to CT600 return
  
  Deleting statutory accounts
  
  Submitting accounts to HMRC
  
  Submitting accounts to Companies House
  
  Creating a new set of accounts
Clients
- Deleting a client
  
  Editing a client
  
  Adding a new client
- Quick Reporting
  
  Import clients from a .CSV file
Getting Started with Taxfiler
- Attaching accounts to CT600 return
  
  Logging in
- Questionnaires
  
  Import clients from a .CSV file
  
  Logging out
  
  Entering addresses
  
  Navigation and input
  
  Which browsers work with Taxfiler?
Update company notes to show limited by guarantee

How do I show a different tax code?

Changing your bank details with GoCardless

How do I change imported trial balance values?

Accounting periods longer than a year
IRIS OpenSpace within Taxfiler
MTD for VAT
Introduction to Taxfiler Practice Management
Tax returns
- Terminal loss relief
  
  Cessation of a company
  
  Personal allowance
  
  Questionnaires
  
  Unlocking a Tax return
  
  Adding Tax Adviser details to a SA100 return
  
  Carried back losses (SA100)
  
  Carried back losses CT600
  
  Status tabs
  
  Attaching accounts to CT600 return
  
  Linking to a Partnership Tax Return
  
  Capital Losses (SA100)
  
  Overview
  
  Amending a tax return
  
  Bulk Taxyear Rollforward
  
  Deleting a Tax Return
  
  Finding a Tax Return
  
  Creating a new tax return
- Review and File
  
  Computation
  
  Data Input
  
  Status tab for Partnerships
  
  Status tab for Company CT600 returns
  
  Status tab for trust returns
  
  Tax Return tabs
  
  Client/case details
  
  Tax Return
  
  Tax Calculation
  
  Data Entry
  
  Status tab for individual SA returns
  
  Overview tax return

Support

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About Taxfiler

Taxfiler was founded in 2012 by a dedicated team who have been building tax software for over twenty years. We aimed to create an affordable and powerful cloud solution, and we think we've succeeded.

Taxfiler and GDPR

Taxfiler Limited

Sales and billing enquiries only. Please do not call for product support. Support is via email only.

Registered in England no. 8168004