Trust register

This screen is accessed via the data input tab within the tax return. Changes to trustees, beneficiaries, settlors, agents etc must be updated to the Trust Register.

‘Status’ can be selected via the drop down list,

‘Trustees (Memo), this information is for memo purposes only. This information should now be included in the HMRC Trust Register. Select + Add trustee a new window opens to be completed

Trustee

  • Name‘ Enter the trustee name
  • ‘Address’ Click on change address to enter the address, see entering addresses for further information.

Trustee Status

  • Is this the acting trustee for [year]?
  • Is this ta new trustee for [year]?
  • Is this trustee retiring in [year]?
  • Did trustee change address in [year]?

Trust register

  • ‘Have all changes been updated to the Trust Register?’

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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