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….