Tax adviser and signatory details

This section is accessed via the data input within the tax return and is used to specify the tax adviser and signatory information that you wish to appear on the form.

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 details that you wish to include on the Tax Return.
  • Name of tax adviser‘ This field shows the name of the selected tax adviser as it will appear on the Tax Return.
  • Phone number’ This field shows the tax adviser phone number that will appear on the Tax Return.
  • Address’ This field shows the tax adviser address that will appear on the Tax Return.
  • Reference’ Enter the reference that you would like to see in the Tax adviser reference box of the Tax Return.
  • 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. In a partnership this should usually be the nominated partner.

  • 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 […]

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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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