Tax Return tabs

When you click on a Tax Return you will be taken to a screen with a number of tabs.

  • Status’ The Status tab shows a brief summary of the current Tax Return status. For some tax returns (e.g. individuals) you will also be able to see a summary of the computation and tax payable, and to download or print a summary report.Where applicable you can also enter details of any Tax payments made in the year.
  • Data Input The Data Input tab is where you input most of the data needed to complete the tax return. See Data Entry.You can also use this tab to upload Company Accounts or PDF attachments.All the data items and attachments are summarised here.
  • Partners’ Shares‘ The Partners’ Shares section only appears on a partnership tax returns.This is where you allocate the partnership share of profits, losses, other income and tax paid to the partners.
  • Computation’ The computation tab only appears for Corporate Returns.It shows the company tax computation and provides buttons to download a PDF copy or view the XBRL computation.Tax calculation
  • Tax Calculation tab‘ appears for SA100, R40 and SA900 Returns.It shows the tax calculation and includes a button to download the calculation as a PDF file.
  • Tax Return‘ This tab allows you to preview the Tax Return and download a PDF copy.
  • Review & File‘ The Review & File tab is used to validate and prepare the Tax Return for filing.After the Tax Return is validated and the IRmark has been generated, this tab allows the download of PDF files which include the Tax Return, Declaration, Computation (if applicable) and Summary for sending to the client.This tab is also used to submit the Tax Return to HMRC and to show HMRC messages for a successful or failed submission.
  • Details tab’ The client/case details tab shows details of the client and tax return, and allows editing of key information.If you have permission to delete Tax Returns, this tab will also have a Delete case button. See Deleting a Tax Return.

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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