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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.

Creating a new tax return

To create a tax return, select the client from the CLIENTS list on the Taxfiler menu. Open the client and navigate to the Tax Returns tab. Click on + New Tax Return button. For individuals, partnerships and trusts: Year select the tax year for the new return from the drop down list. The earliest?

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Finding a Tax Return

To find and open a tax return use one of the following methods: From the HOME page, most recent cases list, If you have accessed the Tax Return recently then it may be listed on the HOME page. Click on the tax return to open it. From the RETURNS list, Click RETURNS on the menu to access?

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Deleting a Tax Return

Not all users and licences are able to delete a Tax Return. Only users with administrator rights who have a full Taxfiler licence can delete a Tax Return. To delete a Tax Return, first find the Tax Return and open it, then click on the Client/case details tab, Partnership details for an SA800 return,?

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Bulk Taxyear Rollforward

Taxfiler provides a tool which allows the bulk creation (roll-forward) of tax returns for a new tax year. This is found in TOOLS on the Taxfiler menu. This tool is available for SA100, SA800 & SA900. CT600s are not covered by the bulk roll forward as unlike Self Assessment returns?

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Amending a tax return

Amending a tax return The method of submitting an amended tax return is different for Self-Assessment returns and for Corporation tax returns, notes for both are included below Where you have not attached the accounts from Taxfiler, please ignore the sections on ‘Removing the accounts from the CT600 tax return’,?

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Overview

Taxfiler currently allows filing for the following types of tax return: CT600 and CT600 (Short) forms and supplementary forms. SA100 and supplementary forms (for 2011-12 and subsequent years). SA800 (partnership) and supplementary forms (for 2011-12 and subsequent years). SA900 (trust/estate) and supplementary forms (for 2012-13 and subsequent years). Form R40?

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Capital Losses (SA100)

This tab allows input and allocation of Capital Losses arising and brought forward, and is accessed via the data input tab within the tax return. Losses for the year Losses for the year The total losses arising in the year. This field may not be editable if disposals have been?

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Linking to a Partnership Tax Return

Taxfiler provides a facility to copy a partner’s share of partnership income from the Partnership Tax Return to the individual partner’s Tax Return. The link is available from the Partnership section of the individual partner’s Tax Return. If a partnership section already exists on the partner’s Tax Return then open it, otherwise?

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Status tabs

The status tab varies depending on the type of tax return you are working on. Individuals Companies Partnerships Trusts

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Carried back losses CT600

The following help pages show the process for carrying back a loss to a prior profit-making year for a CT600 return, this is different for a SA100 return (see losses carried back for SA100) In the current loss-making year, Enter the loss to carry back to previous period on the?

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Carried back losses (SA100)

For a taxpayer who is self-employed or a member of a trading partnership where their trade has made a loss, and you wish to carry that loss back to a prior year. Below is the process required in order to do this, for additional information please refer to GOV.UK HS227.?

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Adding Tax Adviser details to a SA100 return

For the tax advisor details to appear on page TR 7 of the SA100 tax return, Select ‘Tax adviser and signatory details’ from the data input screen from within the tax return Select the tax advisor branch / office/ dept required and complete the signatory details accordingly.

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Unlocking a Tax return

Unlocking a CT600 Click on Review & File tab The following messages may be displayed Tax return is locked and waiting for client approval Tax return has been approved by the client and is waiting to be filed For both messages the process is the same Should the message state “Tax?

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Questionnaires

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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Personal allowance

Individuals can receive an amount of income before having to pay income tax. This is known as the personal allowance. This varies from year to year. Taxfiler will allocate the personal allowance relevant to the tax year you are completing. The personal allowance is reduced for those individuals earning more?

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Cessation of a company

Final accounts need to be prepared from the last annual accounts to the final date of trading, this together with the CT600 need to be submitted to HMRC. FRS102 Accounts Within Taxfiler this can be done by entering a breakup basis within the policies for the accounts. Select the Policies?

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Terminal loss relief

For additional information please see https://www.gov.uk/ From within the tax return, data input tab, select the trade summary page and tick the box “Cessation of qualifying activity in the period?” For details on how to carry back losses to prior years click https://taxfiler.co.uk/support/carried-back-losses-ct600/

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