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.

Which browsers work with Taxfiler?

Taxfiler should run in most modern browsers including Chrome, Firefox, Edge and Safari. If you have any issues with your browser please make sure you are running an up to date version.

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Navigation and input

Taxfiler is a browser-based application so uses a simple interface of links and buttons to move around, and standard browser input controls for entering information. This makes Taxfiler easy to use both on a traditional computer with a mouse, or when using a touch-screen device. Areas of the screen At the very?

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Entering addresses

There are many different tabs in Taxfiler where you may need to enter, amend or remove an address. To access the address input window, click the button labelled Change address The Change address popup window will open. All the addresses that have been entered for the client will be displayed. Select an address?

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Logging out

At the top-right of the page you will see a Logout link which will allow you to log out from Taxfiler. To keep your information secure you should log out of Taxfiler when you are away from your desk. The system will automatically log you out after a period of inactivity. Please?

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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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Batch Questionnaires This tool allows you to produce questionnaires for multiple clients. It is accessed via the TOOLS tab on the main menu. Currently this is only available for individuals SA100 returns. Select Batch Questionnaires, a new window opens with the Questionnaire layout, here you can edit the suggested wording?

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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?

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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?

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