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.