UK taxed interest (SA800)

This screen is accessed via the data input tab within the tax return. The information entered on this page populates the SA804 pages of the tax return.

Data is entered via a grid, a new line is available when the first entry is made.

Interest and alternative finance receipts paid with tax deducted

  • Description’ Enter a brief description of the interest or alternative finance received, this information does not appear on the tax return
  • Amount received’ Enter the actual amount received, Taxfiler will calculate the gross amount
  • Tax deducted’ Enter the amount of tax deducted
  • Total’ Taxfiler shows the sum of the entries made

Interest from UK unit trusts, OEICs and investment trusts

  • ‘Description’ Enter a brief description of the interest received from UK unit trusts, OEIC’s and investment trusts this information does not appear on the tax return
  • Amount received’ Enter the actual amount received, Taxfiler will calculate the gross amount
  • Tax deducted’ Enter the amount of tax deducted
  • Total’ Taxfiler shows the sum of the entries made

Other taxed savings income (except dividends)

Do not include any income from dividends this is entered under dividends

  • Description‘ Enter a brief description of the other taxed savings income this information does not appear on the tax return
  • Amount received‘ Enter the actual amount received, Taxfiler will calculate the gross amount
  • Tax deducted’ Enter the amount of tax deducted
  • Total’ Taxfiler shows the sum of the entries made

To remove a line from a grid click on the ‘trash can‘ icon at the end of the line

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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