Unlocking a Tax return

Unlocking a CT600

Click on Review & File tab

The following messages may be displayed

  • Tax return is locked and waiting for client approval
  • Tax return has been approved by the client and is waiting to be filed

For both messages the process is the same

  • Should the message state “Tax return has been accepted by HMRC”, please follow the guidance under “amending a Tax Return

Click on Cancel this submission 

Confirm the cancellation

You will be returned to the Review & File tab, where the return will show the option “prepare for filing”, the tax return is no longer locked and is available for updating and editing.

Return to the data input tab and you will be able to confirm the status of the tax return.

Unlocking self-assessment returns

Click on Review & File tab

The following messages may be displayed

  • Tax return is locked and waiting for client approval
  • Tax return has been approved by the client and is waiting to be filed

For both messages the process is the same

  • Should the message state “Tax return has been accepted by HMRC”, please follow the guidance under “amending a Tax Return”

Click on Cancel this submission 

Confirm the cancellation

You will be returned to the Review & File tab, where the return will show the option “prepare for filing”, the tax return is no longer locked and is available for updating and editing.

Return to the data input tab and you will be able to confirm the status of the tax return.

Unlocking a rejected return

  • To unlock a rejected return, click on the Review & file tab
  • Click on Cancel this submission
  • Confirm that you wish to cancel the submission
  • Return to the data input tab, here you will be able to see the status of the return. If the status is locked then no data changes will be possible, you will need to unlock the return in order to make changes.

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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