Other dividends

This screen is accessed via the data input tab within the tax return and allows entry of dividends from authorised unit trusts, open ended investment companies, investment trusts etc. Include any dividend from accumulation units or shares that are automatically reinvested. Do not include any ‘equalisation’ amounts.

  • Description’ Enter the description of the holding, this does not display on the tax return and is for memo purposes only
  • Dividend received‘ Enter the amount of dividend received.

Additional text note

Enter any additional white space notes that you wish to be included on the tax return.

To delete a line from the grid, click the’trash can‘ button at the end of the line.

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 […]

Read More

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 […]

Read More

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 […]

Read More