Quick Reporting

The Quick Reporting tool available on the TOOLS page on the Taxfiler menu allows filtered reports to be extracted to Excel.

Choose Fields

Select the fields to include in the report by ticking in the box next to the name under the ‘Available fields‘. These will then be listed under ‘Fields selected’. The order of the fields selected can be changed by clicking the up and down buttons, and fields can be removed from the report by clicking the trash button.

Filter Records

Use this tab to filter the records that appear in the report. Click +Add filter button to add a new filter. Select the field you wish to filter, from the drop down list, in the next box select the function from the drop down list, and complete the statement, either by adding in text or from the drop down list if presented.

For example, to list companies only, create a filter which reads: “Client Info – Type” “Is” “Company”. Multiple filters can be added.

Results

Click the results tab to review the results. Click Save to Excel to export the results as an Excel file.

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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