Tax adviser and signatory details (SA900)

Tax adviser details are for memo purposes and are no longer included on the Tax Return

Tax adviser

  • ‘Choose tax adviser branch/office/dept’ Choose from the drop down list of offices, branches or departments in order to select the tax adviser.
  • ‘Name of tax adviser’ This field shows the name of the selected tax adviser.
  • ‘Phone number’ This field shows the tax adviser phone number.
  • ‘Address’ This field shows the tax adviser address.
  • ‘Reference’ Enter the reference.
  • ‘Client’s daytime telephone” This field will be used to populate the Client’s Daytime Telephone Number box on the Tax Return. This can be left blank if required.

Signatory

Use this section when a signatory is signing on behalf of the tax payer.

  • Date signed‘ Enter the date signed.
  • Name of signatory’ Enter the name of the signatory.
  • Address of signatory‘ Use the Change address button to enter the address of the signatory. See entering addresses in Taxfiler.
  • Capacity in which signing‘ Enter the capacity in which the signatory is signing the Tax Return (e.g. Executor).

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 […]

Read More

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 […]

Read More

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 […]

Read More