Partnership details

The partnership details tab shows key information about the client and case. Changes to the information can be made by editing the fields and clicking Save changes.

If you have permission to delete Tax Returns, you can use this page to delete the Tax Return. See Deleting a Tax Return for further information.

Agent reference

  • Case reference’ this is the client code as set up in the client details screen

Client details

  • Name‘ enter the clients name
  • Unique Taxpayer reference (UTR)’ enter the 10 digit unique tax reference number

Contact information

  • Home telephone
  • Work telephone
  • Mobile’
  • Email address
  • Mailing address

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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