How do I change imported trial balance values?

Once imported, the trial balance values appear ‘greyed out’. Click on an entry and a new window opens:

Select the button entitled Remove imported balances this does not remove what you have imported, just allows you to edit the values

A new window will open:

Select the top option Remove the mapping information for the Current Year and allow balances to be edited, using the Unlink button:

The values in the trial balance will now be able to be edited.

Below are lists of the accounts available for each type of company.

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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