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Taxfiler Help Centre

If you have questions that you cannot find an answer to in the Help Centre, please send an email to support@taxfiler.co.uk.

Adding a new client

Clients are added from the CLIENTS tab on the Taxfiler menu. Click on +Create New Client button (see support notes Import clients from CSV file for help on a bulk create option) A new window opens, select the type of client you are adding: Individual, Partnership, Trust or Company. Be careful to select the correct type?

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Editing a client

To edit a client’s details, choose the client from the CLIENTS list by selecting CLIENTS from the Taxfiler menu and clicking on the client. You can also access the client details from within a tax return, by selecting the Client/Case details tab and clicking on Goto client button, or from within the?

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Deleting a client

To delete a client, choose the client by selecting CLIENTS on the Taxfiler menu, and selecting the client from the list by clicking on the field displayed in blue, which will open the client window. The Archive/Delete tab can be used to delete the client. If the Archive/Delete tab is not available then you?

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