Service company income

Complete this section to identify the total dividends and salary withdrawn from a personal service company in the tax year.

Following the 2014 review by the House of Lords the Service Company Income question has been removed from the Tax Return for 2016 onwards. This section is only available for tax returns up to and including year ended 5 April 2015

  • Company name: Enter the name of the company.
  • Salary before tax: Enter the total salary withdrawn (before tax).
  • Dividends (including tax credit): Enter the total dividends withdrawn (including the tax credit from the dividend voucher).

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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