PDF Attachments

You can add PDF files as attachments to a Tax Return. The process is the same for both companies and individuals. In the Data Input tab of the Tax Return, click ‘Add an attachment…. ‘ Browse to the location of the attachment you want to add, then click Upload.

The maximum size of PDF file that can be uploaded is about 4 MB, but much smaller sizes are recommended. There is a similar limit to the size that can be sent to HMRC.

If the attachment is not a recognised PDF format Taxfiler will not allow it to be attached to the Tax Return. If a PDF file is protected with a password then it will not be allowed as an attachment, as HMRC does not accept password protected files.

After uploading the PDF file it will appear in the Data Input tab as an attachment. Click the entry to view the attachment or change its description.

Removing an attachment
To remove an attachment, click on it and click ‘Delete Section‘.

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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