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.
  • 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.
  • CLIENTS – allows viewing and creating of clients.
  • SETTINGS – allows you to edit your Taxfiler settings.
  • TOOLS – access to any Taxfiler tools available under your subscription.

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.