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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.

Import clients from a CSV file

Taxfiler provides a tool which allows the import of basic client information (code, name, address etc) from a CSV file. This can be found on the TOOLS page from the Taxfiler menu. CSV files are one of the most commonly supported import/export formats and many applications support the export of?

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Quick Reporting

The Quick Reporting tool available on the¬†TOOLS page on the Taxfiler menu allows filtered reports to be extracted to Excel. Choose Fields Select the fields to include in the report by ticking in the box next to the name under the ‘Available fields‘. These will then be listed under ‘Fields?

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