Clients list

This page is accessed by clicking CLIENTS on the menu. The page shows a list of clients on file. Click on the code , displayed in blue, to access the client details.

New clients can be added by clicking on + Create New Client. There is also the option for certain products to ‘Restore archived client’

Searching clients

You can click on the Search clients box and enter text to search on. The search will scan all of the following fields for matching text:

  • Client code (e.g. “ABC/1”)
  • Client name (e.g. “smith”)
  • UTR (e.g. “12345678” or “55750”)

The search is not case-sensitive. All matching clients will be displayed in the list.

Sorting

Click on a column header to sort the list. Click again to reverse the direction of the sort.

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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