Additional notes for SA100

Use this screen to add any additional text notes that you wish to appear on the main tax return. These will be included on page 7 of the main SA100 form. This screen is accessed via the data input tab within the tax return.

It is not necessary to enter all additional text into this screen. Some data input screens will automatically add notes to the return based on the information entered. Many other screens will also allow for text notes to be added which will appear in the correct places on the return.

This section can be used when there is no obvious alternative input screen into which to enter the note; for example, if you wish to make a disclosure about a form you are omitting.

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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