Deleting a Tax Return

Not all users and licences are able to delete a Tax Return. Only users with administrator rights who have a full Taxfiler licence can delete a Tax Return.

To delete a Tax Return, first find the Tax Return and open it, then click on the Client/case details tab, Partnership details for an SA800 return, or Trust details for an SA900 return. Ensure that the Tax Return is the correct one and that you wish to delete it, then click Delete Tax Return. You will be asked to confirm that you wish to delete the return.

WARNING: Deleted Tax Returns cannot be recovered, so please take care when deleting. You may wish to download an archive of the client before deleting the client. See deleting a client for more information.

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 […]

Read More

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 […]

Read More

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 […]

Read More