Front Page Details (SA800, SA900)

This screen is accessed via the data input tab within the tax return and is used to add the information that appears on the front page of the Tax Return.

Front page details

  • ‘Date of issue’ Enter the date of issue of the tax return. This information only appears on the paper form and is not part of the information that is submitted when filing online.
  • ‘Address’ Click to choose the client address that you wish to appear on the front of the form. Read about entering addresses in Taxfiler.
  • ‘Name and address changed’ For years up to 2015, tick this box to indicate to HMRC that the name or address of the client has changed.

Tax Office

  • Input the name and address of the tax office that you wish to appear on the front of the paper form. This information only appears on the paper form and is not part of the information that is submitted when filing online.
  • To select an office from the pre-defined list of HMRC offices click Select from list.

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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