Tools page

This page is accessed by clicking TOOLS (Spanner icon) on the Taxfiler menu. Here you will find any Taxfiler tools that you are entitled to use with your licence.

Some tools may be restricted so only administrators will be able to use them.

Quick Reporting

This tool provides a way to extract filtered client lists to Excel. Read more….

Batch Questionnaires

This tool allows you to produce questionnaires for multiple clients. Currently this is only available for individuals SA100 returns. Read more

Client CSV Import

This tool allows the import of client data from a CSV file. Read more….

Bulk Taxyear Rollforward

This tool allows the bulk creating of tax returns for a new tax year. Read more….

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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