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 all users have access to all clients, if you wish to restrict access then this can be done as follows:

  • Select the client you wish to restrict
  • Click on the Access tab, this will load a list of all users on the system
  • Select via the tick box those users that require access to this client
  • Save changes
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Please note that administrators can see all clients and cannot be restricted.

A non-administrator who has “edit client access” permissions MUST include themselves as a user with access i.e. they cannot remove themselves from the client.

It is not necessary to set up access on all clients it is only required for those clients where you wish to limit access.

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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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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Deadline Diary

To access click on the DIARY tab from the main menu. Here you will see a list of deadlines. Deadlines are created based on the type of client you have set up, the accounting period end dates and the incorporation date as set on the client details tab. The following report will be displayed: There […]

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