This page is accessed by clicking SETTINGS (cog icon) on the menu ribbon. The SETTINGS page contains several tabs. Some tabs will be visible only to administrators.

  • Office/Branch/Department‘ Lists your offices, branches and departments and allows you to add and edit them. You should create at least one office in order to include your details on a client tax return.
  • Bank account(s)’ Lists bank accounts that you have setup for processing repayments to clients if the repayments are being sent to you. You only need to set up an account if you wish to include your account details on a tax return as the nominee for a tax repayment.
  • Online Filing Passwords‘ This is where you enter your Gateway Agent User ID and password, and specify the default email address for receiving submission receipts.
  • Users This is where you can maintain the list of users who can login to your Taxfiler database. If you have a multi-user licence then you can add new users. You will also use this tab to change your login email address or password.
  • HMRC Offices‘ This contains a pre-populated list of tax offices that you can edit.
  • Practice Management This is where you are able to enable or diable the practice management module incorporated in TaxFiler software.
  • HMRC VAT/MTD This is the tab where you need to enter your agent services account details in order to access HMRC online data for Self assessments and /or MTD VAT
  • Iris OpenSpace this is the link to the IRIS OpenSpace portal where you can enter your IRIS OpenSpace username and password, or create an account if you are a PRO or TEAMS user.
  • Billing’ Lists your Taxfiler invoices and allows you to download and print your VAT receipt.

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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