Users

This tab is accessed from the SETTINGS page on the Taxfiler menu.

This tab lists the users who are set up to access your Taxfiler database. If you have a multi-user licence you will be able to add new users until your user limit is reached.

From here you can modify user details including email address and password.

Create a new user

To create a new user, click Create new user. If the button is not displayed then either you have reached the limit of users for your system or you do not have administrator rights for the database.

For each new user, enter the required information:

  • Code/ Initials A code or initials for the user, which must be unique.
  • Forename enter first name of the user.
  • Surname enter surname of the user.
  • Email address enter the email address of the user. This field is required to allow the user to login to Taxfiler.
  • Level select a level for the user from the drop down list, this can be one of PartnerManagerStaff or None. Partners, managers and staff can be selected on the responsibility tab for a client.
  • Is this user a system administrator Tick the system administrator check box if the user is to have administrator rights, such as the ability to create new users.

After entering the details for the user click Change password button to set a password for the user.

A new user will not be able to login until you have set an email address and password.

Editing a user

To edit a user’s details click on the code or initials of the user you wish to amend.

If you remove a user’s email address or password then they will no longer be able to login to Taxfiler.

Changing a password

To change a user’s password, first click on the user to view their details, then use Change Password button.

Enter the new password. Enter it a second time to confirm, then click Save changes button.

If a user forgets their password they can request a password reset link via email by clicking the Forgotten password link on the login page.

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