Near the top of the page in Taxfiler there is a menu ribbon to access different areas of the site.

  • HOME – returns to the HOME page which is the first page you will see after login.
  • JOBS – shows a list of all jobs when Practice Management is enabled.
  • RETURNS – shows a list of all Tax Returns that have been created in the system.
  • ACCOUNTS – shows a list of all sets of accounts that have been created in the system.
  • VAT – shows a list of clients where a VAT number has been entered in the details page
  • CLIENTS – allows viewing and creating of clients.
  • Help icon – gives quick access to support files
  • Spanner icon – TOOLS access to any Taxfiler tools available under your subscription.
  • COG icon SETTINGS – allows you to edit your Taxfiler settings.
  • Network icon CONNECTIONS – allows connections to third parties

Above the menu at the top right of the page your email address is shown, along with a link which allows you to logout of Taxfiler.

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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