Menu

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.
• DIARY – a facility for tracking client deadlines
• 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.