Income from disposal of offshore funds (SA800)

This screen is accessed via the data input tab within the tax return. Use this screen where the partnership needs to make an entry if it has disposed of an interest in an offshore fund. Values are entered via a grid, a new line will be available once the first line is entered

  • ‘Period start’ Enter start date of accounting period
  • ‘Period end’ Enter end sate of accounting period
  • ‘Has foreign tax been deducted? Tick the box if foreign tax has been deducted
  • ‘Description’ Enter a description of the income received, this does not appear on the tax return
  • ‘Income’ Enter the amount received

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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