Changing your bank details with GoCardless

If you need to amend the bank account details for your Direct Debit mandate, please call the GoCardless support team on 020 7183 8674, who will be able to make this change for you.

They can be contacted on the above number from 9am-6pm, Monday to Friday.

Alternatively, we can cancel your current Direct Debit authorisation and send you a link to the new sign-up form for you to set up a new Direct Debit with your amended bank account details. If you would prefer us to send you this link then please email billing@taxfiler.co.uk

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 […]

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 […]

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 […]