Data Entry

Tax Return data is entered through the Data Input tab within the Tax Return.

There are many different data sections that can be added, depending on the Tax Return type. Read more.

To add a new item click on ‘+ Add a new section…’ button

To upload XBRL accounts (for company returns) click on Attach accounts.

To upload other PDF files for inclusion with the Tax Return, click on ‘Add an attachment’.

If the tax return has been prepared for filing then further changes are not allowed and the buttons to add new data or attachments will not be present.

The data input tab lists the information that has already been entered into the return. Some items can be entered only once (e.g. Capital Gains or Front Page details) and other types can have multiple entries (e.g. employments, trades etc).

To edit an item click on the description to open the relevant data input screen.

There are times when the Attach accounts and the Add an attachment buttons do not work. Most of the time this is due to browser settings or the interaction of the browser with the computer’s operating system. The workaround is usually to try the operation in a different browser.

Adding a new data item

To add a new data item, click the ‘+Add a new section…’ button. This will open a list containing the types of data applicable to the current Tax Return type and tax year. Click on the type of data you wish to add and you will be taken to the data input screen for that type of data.

Some items of data can only have one entry for a Tax Return and these will be crossed out from the list and cannot be selected. Items already added can be edited by closing the list (using the X) and selecting the item from the list of items on the data input screen.

Uploading accounts

For Company Tax Returns XBRL accounts can be uploaded by clicking ‘Attach accounts‘. Use Browse or Choose file to select the XBRL file to upload, then click ‘Upload’.

Uploading attachments

Additional attachments in PDF form can be uploaded by clicking ‘Add an attachment’. Use Browse or Choose file to select the PDF file to upload, then click ‘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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