Entering addresses

There are many different tabs in Taxfiler where you may need to enter, amend or remove an address. To access the address input window, click the button labelled Change address

The Change address popup window will open. All the addresses that have been entered for the client will be displayed.

Select an address

To select an existing address from the list, click on it. The popup window will close and the address will be selected.

Clear address

Click Clear address to remove the currently selected address from the field without selecting a new address. When you click this button the popup will close and the address will be set to (None).

New address

To enter a new address, click New address. You will then be able to input the address fields.

Enter a UK postcode in ‘Postcode‘ field for the system to search for an address or manually enter the address details. Please note HMRC do not accept foreign postcodes these may cause the tax return to fail HMRC validation checks. If the address contains a foreign Postcode/Zipcode etc, enter it into one of the other address lines. The click on the +Create button

Edit address

To edit an address, click the icon next to the address you want to edit. As shown below

When you edit an address, the change will affect every screen where you have selected this address for that client. Usually, when an address changes you should create a new address and link the relevant data to that address.

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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