Insurance (CT600D)

This screen is accessed via the data input tab within the tax return. Complete this section if an insurance company, including a friendly society, has either entered into policies or contracts in the accounting period which it has treated as relating to Overseas Life Assurance Business (OLAB) in the accounting period or has made claims under Schedule 19AB ICTA 1988, to repayments or notional repayments for return periods ending within the accounting period.

Overseas Life Assurance Business

  • Company has obtained or completed all required documents?’ Tick the box if the company has obtained or completed all the certificates, documents, undertakings and declarations required by Regulations 4 to 11 of the Insurance Companies (Overseas Life Assurance Business) (Compliance) Regulations 1995 that relate to the policies and contracts it has entered into in the accounting period which it has treated as being an OLAB in this return.

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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