HMRC Offices

The HMRC Offices tab is accessed from SETTINGS page on the Taxfiler menu.

The list contains a number of pre-populated HMRC office details. Administrators can add and amend offices.

Create a new HMRC office

To create a new office, click + Create New Tax Office button, a new window will open which needs to be completed.

  • ‘Name‘ Enter the name of the tax office, This field is mandatory.
  • ‘Code’ Enter the 3 digit tax office code.
  • Address line 1‘ Enter the first line of the address.
  • ‘Address line 2‘ Enter the second line of the address.
  • ‘Address line 3’ Enter the third line of the address.
  • Town‘ Enter the postal town.
  • County‘ Enter the county, if applicable.
  • ‘Postcode’ Enter the postcode.
  • Phone number‘ If required, enter the phone number for the tax office.
  • ‘Fax‘ Input the fax number, if required.

Click Save changes button to return to the list.

Editing an existing HMRC office

To edit an office click on the name of the office you wish to amend. Click the Save changes button when you are finished editing.

Changing details of an office will not affect the contents of existing tax returns.

Deleting an office

To delete an office click on the name of the office you wish to delete then click the Delete button.

Deleting an office will not affect the contents of existing tax returns.

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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