Status tab for individual SA returns

This tab shows a summary of the tax due and payable for the current tax year.

  • Use the Download/Print button to download a PDF report of the summary of tax due and payable. NIC are excluded from the calculation of payments on account and are deducted on the summary before calculating the payments on account, NIC’s are paid with the balance on the 31st of January.
  • Use the Tax payments made button to enter details of payments on account and balancing payments already made for the current year.

Tax Return Summary

  • Status of tax return’ Use the drop down selection to change the status of the Tax Return. If the Tax Return is locked because it has been prepared for electronic filing then this status will be updated automatically by Taxfiler and will not be editable.
  • Type of form’ You can toggle between the SA100 and R40 forms. The Form R40 cannot be filed online. Taxfiler does not produce the SA200 short form.

Tax due per computation

This section will show the tax due or overpaid for the tax year, before taking into account adjustments and payments on account.

Calculate tax payable

This section will show any adjustments to the tax payable, along with any payments made and any amounts to be collected via PAYE.

Payments on account

This section will show the calculated payments on account, and any claim to reduce payments on account that you have made.

Total payable

This section shows the total tax payable on each of the due dates for January and July.

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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