c

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.

Home page

The HOME page is shown after logging in to Taxfiler and can be accessed by clicking the ‘HOME‘ link on the menu bar. The HOME page shows a breakdown of your current filing progress in a pie chart and a list of your most recently accessed tax returns. Using the status pie chart?

Read more

Tax Return list

This page is accessed by clicking RETURNS on the menu. The page shows a list of Tax Returns on file. Click on the ‘code‘ or ‘name‘ to open that Tax Return. Filters If you are licensed for multiple users and have configured the staff responsibilities for your clients then by default only the?

Read more

Accounts list

This page is accessed by clicking ‘ACCOUNTS’ on the menu. The page shows a list of accounts on file. Click on the ‘Code’ or Name‘ displayed in blue, to open the accounts. Filters If you are licensed for multiple users and have configured the staff responsibilities for your clients then by default only?

Read more

Clients list

This page is accessed by clicking CLIENTS on the menu. The page shows a list of clients on file. Click on the code , displayed in blue, to access the client details. New clients can be added by clicking on + Create New Client Read more. There is also the option for certain products to?

Read more

Tools page

This page is accessed by clicking TOOLS on the Taxfiler menu. Here you will find any Taxfiler tools that you are entitled to use with your licence. Some tools may be restricted so only administrators will be able to use them. Quick Reporting This tool provides a way to extract filtered client lists?

Read more