Finding a Tax Return

To find and open a tax return use one of the following methods:

  • From the HOME page, most recent cases list, If you have accessed the Tax Return recently then it may be listed on the HOME page. Click on the tax return to open it.
  • From the RETURNS list, Click RETURNS on the menu to access the list of tax returns. You can sort and filter the list, or enter part of the client code, client name or UTR to search the list. For more information see the RETURNS list.
  • From a client, Use the CLIENTS list to find a client. Click on the client and then click on the Tax Returns tab to see all the Tax Returns for that client.

Once you have clicked on the required Tax Return you will see the Tax Return tabs.

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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