Questionnaires

Batch Questionnaires

This tool allows you to produce questionnaires for multiple clients. It is accessed via the TOOLS tab on the main menu. Currently this is only available for individuals SA100 returns.

Select Batch Questionnaires, a new window opens with the Questionnaire layout, here you can edit the suggested wording if you require.

Select the filter tab, here you can select the range of clients to receive the questionnaire. This option is currently only available for individuals. There are a number of pre-set filter options via the dropdown arrows

Select the download tab, this will display those clients that meet the criteria you set via the filters in the previous step.

Select the type of download from the dropdown list

  • Single PDF file (for double-sided printing)
  • Single PDF file (for single-sided printing)
  • Multiple PDF files (Zipped)

Select the download button to generate the files

The files will be generated as per your selection above and are ready to be sent to your clients. Where Taxfiler has a completed tax return for a prior year, relevant information sections will be populated on the questionnaire when it is generated.

Individual Questionnaire

Select the client for whom you wish to produce the questionnaire, select tax returns and open the data input tab

Click on the Questionnaire button, a new window opens with a ‘blank’ questionnaire.

Select the contents tab, here you can select the sections of questions that you want to have included in the questionnaire, you have the option to include all, exclude all or you can tick / untick the individual sections.

Once you have selected the contents you require, select Save changes, return to the Questionnaire view tab, and select the download button

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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