Notes to the accounts

The notes to the statutory accounts are selected and modified using the Notes tab of the accounts preparation page.

All possible notes for the accounts templates are listed. These differ depending on the type of accounts you are preparing, example of notes for a company are shown below

A note that will be included in the current set of accounts is annotated by a number in the first column.

  • Some notes are included automatically based upon the data entered elsewhere.
  • Other notes can be added by clicking on the note description and entering the required data.

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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