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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.

Office/Branch/Department

This tab is accessed from the SETTINGS page on the menu ribbon. The list allows you to create offices, branches or departments to include in the tax adviser area of a Tax Return. You should create at least one office. Create a new office/branch/department From the Office/Branch/Department tab, click  +Create New?

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Bank account(s)

This tab is accessed from the SETTINGS page of the Taxfiler menu ribbon. The list allows you to store details of bank accounts for receiving repayments from clients, as nominated on a client’s tax return. You will only need to create a record if you wish HMRC to make tax repayments to you?

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Online Filing Passwords

This tab is accessed from the SETTINGS page, on the Taxfiler menu ribbon. This screen shows a list of the filing credentials that you have setup in your account. You need at least one set of credentials in order to file online. Adding HMRC credentials To file tax returns to HMRC you?

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Users

This tab is accessed from the SETTINGS page on the Taxfiler menu. This tab lists the users who are set up to access your Taxfiler database. If you have a multi-user licence you will be able to add new users until your user limit is reached. From here you can modify user?

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HMRC Offices

The HMRC Offices tab is accessed from SETTINGS page on the Taxfiler menu. The list contains a number of pre-populated HMRC office details. Administrators can add and amend offices. Create a new HMRC office To create a new office, click + Create New Tax Office button, a new window will open which needs to be completed.?

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Billing

The billing tab is accessed from the SETTINGS page on the Taxfiler menu. This page contains a list of all the invoices raised for your subscription, and whether they are paid or outstanding. Note that if you pay by direct debit it may take a couple of days after the funds?

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SETTINGS page

This page is accessed by clicking SETTINGS on the menu ribbon. The SETTINGS page contains several tabs. Some tabs will be visible only to administrators. ‘Office/Branch/Department‘ Lists your offices, branches and departments and allows you to add and edit them. You should create at least one office in order to include your details?

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