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.
Knowledge Base
If you have any feedback on the Help Centre or suggestions for improving Taxfiler itself, please email feedback@taxfiler.co.uk.
Latest Articles
Plant and Machinery – Freeport FYA Assets
Partnership Other Information
Employment 2022 return onwards
Properties
Furnished Holiday Let (EEA)
Knowledge Base Categories
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Accounts
- Submitting accounts to Companies House
- Submitting accounts to HMRC
- Attaching accounts to CT600 return
- Accounting periods longer than a year
- Final accounts for FRS102
- Accounts Preparation
- Integration with FreeAgent
- Authorisation to Xero
- Long accounting period manually created
- Making changes to the Accounts(within Taxfiler) after both returns have been created
- Dormant longer periods
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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
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General
- Which browsers work with Taxfiler?
- Navigation and input
- Entering addresses
- Logging out
- Import clients from a .CSV file
- Integration with Xero
- Archive / Delete option
- Questionnaires
- User restrictions within Taxfiler
- Restricting access to clients
- Using income losses against capital gains
- Authorisation to Xero
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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 tab (SA100)
- Linking to a Partnership Tax Return
- Income from which Income Tax has been deducted
- Editing a disposal
- Tax Return tabs
- Attaching accounts to CT600 return
- Status tabs
- 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
- Coronavirus Income (SA100, SA800 and SA900)
- Coronavirus Support Schemes and Payments (CT600)
- Research and Development Above The Line credit
- Research and Development or Creative Industry relief and tax credits
- Research and Development tax credits
- Freeport Structure and Buildings Allowance
- Structures And Buildings Allowance
- Income from UK property (From 2021/22 onwards)
- Land and Property
- Furnished Holiday Let(UK)
- Furnished Holiday Let (EEA)
- Properties
- Employment 2022 return onwards
- Partnership Other Information
- Plant and Machinery – Freeport FYA Assets
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Getting started
- Which browsers work with Taxfiler?
- Logging in
- Navigation and input
- Entering addresses
- Logging out
- Office/Branch/Department
- Online Filing Passwords
- Users
- Adding a new client
- Editing a client
- Deleting a client
- Import clients from a .CSV file
- Getting Started with Taxfiler
- Clients
- Primary user
- Upgrade licence
- Reducing licenced users
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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
- How to add accountants’ details to the accountants report
- How do I enter income from overseas Employment?
- Long accounting period manually created
- Making changes to the Accounts(within Taxfiler) after both returns have been created
- Dormant longer periods
- How do I cancel my subscription?
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Main menu
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Tax Return tabs
- Status tab for individual SA returns
- Data Entry
- Tax Calculation
- Tax Return
- Client/case details
- Status tab for trust returns
- Trust details
- Partnership details
- Partners’ shares
- Status tab for Company CT600 returns
- Status tab for Partnerships
- Data Input
- Computation
- Review and File
- Computation and Foreign tax
- Real Time Transaction Tax returns
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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
- Underpayments, overpayments and adjustments
- Data input sections for SA100 tax returns
- Employment lump sums
- Self-employment
- Partnership
- Capital allowances
- Capital Gains
- Bonus issues of securities and redeemable shares
- Computation and Foreign tax
- Real Time Transaction Tax returns
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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)
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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
- 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
- Trade Profit/(Loss) (SA900)
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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
- Capital allowances (CT600 Trade)
- Declaration
- Tax payments and repayments
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Videos
- Partnership accounts – setup
- HMRC offices (video)
- 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
- Capital allowances CT600
- Long period CT600s
- Residence – claiming PA as non-resident
- 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