Underpayments, overpayments and adjustments

This section is accessed via the data input tab within the tax return and should be used to enter any tax adjustments or PAYE coding adjustments required.

  • Tax refunded or set off by HMRC or Jobcentre plus‘ Enter any tax refunded or set off.
  • Does the return contain provisional figures?‘ Tick the box if the Return contains any provisional or estimated figures.
  • Increase in tax due because of adjustments to earlier year‘ Enter any increase in tax due because of adjustments to earlier years, such as for averaging.
  • Decrease in tax due because of adjustments to earlier year‘ Enter any decrease in tax due because of adjustments to earlier years, such as for losses carried back or averaging.
  • Any later year repayment being claimed now’ Enter any repayment being claimed in this Return.

PAYE coding

  • Do not collect tax owed through PAYE’ Untick this box to request that HMRC collect underpaid tax in next year’s PAYE coding. HMRC will ignore this box if the Return is filed after 30th December, or if the underpayment exceeds the limits that can be collected under PAYE.
  • ‘Do not collect non-PAYE income through PAYE’ Tick this box to code out underpaid PAYE payments.
  • Underpaid tax for earlier years included in tax code for this year‘ Enter the underpaid tax for earlier years that has been included in the tax code for this year and collected via PAYE.
  • Underpaid tax for this year included in tax code for next year’ Enter the underpaid tax that has been included in the code for next year.
  • Outstanding debt included in tax code for year‘ Enter any outstanding debt that has been coded out for this year.

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 […]

Read More

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 […]

Read More

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 […]

Read More