Gift Aid payments

This screen is accessed via the data input tab within the tax return and allows the entry of Gift Aid payments. Do not include amounts paid through Payroll Giving. Entries are made via a grid.

  • Name of charity‘ Enter the name of the charity to which the payment is made.
  • Payments made this year‘ Enter the total payments made to the charity in the year. This should include payments made this year that are to be treated as paid in the previous year, but exclude any payments made next year which are to be treated as paid this year.
  • One-off payment’ Tick the box if the payment is a one-off payment.
  • Amount of payment to carry back to previous year’ If the payments entered for this year include an amount to be treated as paid last year, enter the amount here.
  • Payment made next year treated as paid this year’ Enter any payments that are made in the following year that are to be treated as paid this year.
  • ‘Country‘ If the charity is not a UK charity, enter the country in which the charity is registered. Leave this column blank for UK charities.

To delete a line from the grid, click the ‘trash can’  button at the end of the line.

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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