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 example, should you not want a user to be able to delete a client, tax return or accounts then you would remove the ticks as seen below:

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There is a wizard which can be used to assist with a generalised selection i.e. a junior staff member is restricted from many functional areas.

The attached file shows the areas in the system where there are no restrictions, and where restrictions are available which profiles will have these selected by default, selections made via the wizard can be edited if required.

An administrator has no restrictions and cannot remove their administrator status themselves.

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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Deadline Diary

To access click on the DIARY tab from the main menu. Here you will see a list of deadlines. Deadlines are created based on the type of client you have set up, the accounting period end dates and the incorporation date as set on the client details tab. The following report will be displayed: There […]

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