Archive / Delete option

This option is only available to users with a PRO or Teams subscription, if you are unable to see the option please check your subscription type.

To access the archive/delete tab, select the client from CLIENTS on the menu bar.

If you are in a client’s tax return click on the Client/case details tab, select Goto client you will then see the Archive / Delete tab.

If you are in a client’s accounts, select the details tab, select Goto client you will then see the Archive / Delete tab.

Selecting the Archive/Delete tab will give you the option to delete a client.

WARNING: Deleted clients cannot be recovered, so please take care when deleting. For additional information see Deleting a client, Deleting a tax return, Deleting statutory accounts.

To archive a client:

Select the Download archived client button, the file will download to the default downloads directory on your computer with the extension .taxfiler.

To restore an archived file:

Go to the CLIENTS tab on the menu,

Select the Restore archived client… button,

Browse to the file where the archived file was stored and click on upload.

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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