Claim to reduce payment on account

This section is accessed via the data input tab withing the tax return and is used to make a claim to reduce payments on account for the tax year.

  • Calculated payment on account‘ This field shows the calculated payments on account for the year.
  • Claiming to reduce payment on account?‘ Tick the box to claim a reduction to the payments on account.
  • Amount of first payment‘ Enter the desired amount of the first payment. You can explain how this is calculated in the additional text note.

Additional text note for Tax Return

Enter any additional information you wish to appear in the white space of the tax return.

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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