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 gains

Click on the Self Employment screen from the Data Input screen, if this is where the loss has been generated that you will be using against the capital gain.

Scroll down till you reach the Losses, other income and deductions section

Enter the amount of loss that you are using against the capital gain

Click on the Partnership screen from the Data Input screen, if this is where the loss has been generated that you will be using against the capital gain.

Scroll down till you reach the Loss allocation section

Enter the amount of loss that you are using against the capital gain

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

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 […]

Read More