Adding a new client

Clients are added from the CLIENTS tab on the Taxfiler menu. Click on +Create New Client button (see support notes Import clients from CSV file for help on a bulk create option)

A new window opens, select the type of client you are adding: IndividualPartnershipTrust or Company. Be careful to select the correct type as this cannot be changed once the client is created in Taxfiler.

The information you will need to enter is different for each client type.

  • Client code Each client in Taxfiler is given a unique code. You may use any code you like. This field is mandatory.
  • UTR This is the 10 digit Unique Taxpayer Reference number

Select create, and a new screen opens

Where you have enabled Practice Management the fields for the Services provided will be displayed, tick the boxes for the services being provided for this client. Taxfiler will create the jobs for the client based on the Services selected. This can be created at a later date.

Responsibility If you have multiple users and/or multiple offices you can specify the office, partner, manager and staff responsible for the administration of this client. Entering this information is optional but allows clients and tax returns to be filtered based on the criteria entered. This information is also used to allocate jobs when using the Practice Management module.

For registered UK companies enter the company number and click theLookup Company Number button. This will search the Companies House database for the company details and populate the name, Date of incorporation, Accounts period end date and address fields if the company is found. If the details are not found these fields can be updated manually.

  • UTR This is the 10 digit Unique Taxpayer Reference number
  • VAT Number Where the company is registered for Vat, enter their VAT number, this will activate the VAT tab for this company.

Using income losses against capital gains

Firstly, please ensure that you are making the best use of the losses before proceeding. Select the Capital gains tab from the data input screen Click on the Disposals tab, and enter the relevant information Click on the Capital Losses tab, and enter the amount of loss that you wish to set off against the […]

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Restricting access to clients

This feature is only available for multiuser accounts, it has been designed so that you can restrict user access for certain clients if required. Users with “edit client access” rights AND who have access to a client can assign or remove access rights via the Access tab on the client screen. The default is that […]

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User restrictions within Taxfiler

This function is only available for a multiuser license. Some functions within Taxfiler can be restricted from a user. From the SETTINGS icon select Users and select the user that you wish to edit Select Restrictions tab You will be presented with several functions which can be selected or removed via a tick box. For […]

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