Tax avoidance schemes

This section is accessed via the data input tab within the tax return and is used to list any disclosed tax avoidance schemes that the client has used.

  • Scheme reference number‘ Enter the scheme reference number (SRN) provided by the scheme promoter or HMRC.
  • Tax year in which expected advantage arises’ Enter the tax year in which the advantage is expected to arise.

If the tax payer was a party to more than 3 schemes, only the first 3 schemes will be listed on the Tax Return. You will need to include the remaining schemes on form AAG4 and attach a copy to the Tax Return. Taxfiler does not currently produce the Form AAG4.

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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