Connections page (icon)

This page is accessed by clicking connections (network icon) on the menu ribbon. The Connections page contains several tabs. Some tabs will be visible only to administrators.

  • HMRC VAT/MTD This is the tab where you need to enter your agent services account details in order to access HMRC online data for Self assessments and /or MTD VAT
  • Iris OpenSpace this is the link to the IRIS OpenSpace portal where you can enter your IRIS OpenSpace username and password, or create an account if you are a PRO or TEAMS user.
  • FreeAgent this is where an agent can link to their FreeAgents agents portal

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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