Deleting a client

To delete a client, choose the client by selecting CLIENTS on the Taxfiler menu, and selecting the client from the list by clicking on the field displayed in blue, which will open the client window. The Archive/Delete tab can be used to delete the client.

If the Archive/Delete tab is not available then you may not have permissions to delete clients. Also note that some Taxfiler products do not allow deletion of client data.

Archiving the client

Before deleting a client we recommend downloading an archive copy and storing it safely, as a client deletion cannot be undone. To download an archive copy click Download archived client button. The archived file will be stored with the extension .taxfiler. The information in the file is encrypted and can only be read by restoring the data to Taxfiler.

Deleting

Delete the client by clicking Delete client button. You will be asked to confirm that you wish to delete the client.

WARNING: Deleted clients are removed permanently and cannot be retrieved unless an archive of the client has been downloaded and saved.

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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