Tax Return

The tax return tab shows a preview of the current Tax Return.

  • Use the drop down list of pages to select the page to view.
  • Click First and Lastto move to the first and last page of the Tax Return respectively.
  • Click Next and Previous to display the next or previous page of the Tax Return.
  • Click Download PDF to view or download a PDF copy of the tax return.

Drill down

You can often click on a field to navigate to the section containing the inputs for the field. If the section does not exist you may be prompted to create it.

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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