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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.

Overview tax return

When you click on a Tax Return you will be taken to a screen with a number of tabs. Status The Status tab shows a brief summary of the current Tax Return status. For some tax returns (e.g. individuals) you will also be able to see a summary of the computation and?

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Status tab for individual SA returns

This tab shows a summary of the tax due and payable for the current tax year. Use the Download/Print button to download a PDF report of the summary of tax due and payable. Use the Tax payments made button to enter details of payments on account and balancing payments already made for the current year. Tax?

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Data Entry

Tax Return data is entered through the Data Input tab within the Tax Return. There are many different data sections that can be added, depending on the Tax Return type. Read more. To add a new item click on ‘+ Add a new section…’ button To upload XBRL accounts (for company returns) click on Attach accounts.?

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Tax Calculation

This screen is accessed from within the tax return. The Tax Calculation tab is available for Individuals (SA100) (R40) and Trust SA (SA900) tax returns. It shows the tax calculation based on the current tax return information entered. Click Download PDF to view or download a PDF copy of the computation. Included?

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Tax Return

The tax return tab shows a preview of the current Tax Return. Use the drop down list of pages to select the page to view. Click First and Lastto move to the first and last page of the Tax Return respectively. Click Next and Previous to display the next or previous page of the Tax Return.?

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Client/case details

The Client/case details tab shows key information about the client and case. Changes to the information can be made by editing the fields and clicking Save changes. If you have permission to delete Tax Returns, you can use this page to delete the Tax Return. See Deleting a Tax Return for further information.?

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Disposals tab

This screen is accessed via the data input tab under capital gains within the tax return and is where you add and edit details of disposals in the tax year. To add details of a disposal: click ‘Add disposal’. To edit a disposal: click on its description. To delete a disposal:?

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Computation tab

This tab displays a Capital Gains computation based on the disposals entered for the year. If you have not entered any disposals for the year then the computation will show only a zero gain. See disposals tab Downloading the computation You can download a PDF copy of the computation by?

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Close company loans written off

This screen is accessed via the data input tab from within the tax return. Where a loan or advance, made by a close company to a participator or associate, is wholly or partly written off or released, the amount written off or released, plus an amount of tax treated as?

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Class 2 and Class 4 NIC

This section is available from the data input tab within the tax return and is used to make adjustments to Class 2 and Class 4 National Insurance Contributions. From 2016 HMRC will be collecting both Class 2 and Class 4 NIC through Self Assessment. Non-residents and those over state pension?

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Dividends from UK companies

This screen is accessed from the data input tab within the tax return and allows entry of dividends and other qualifying distributions received from UK companies. Stock dividends and Unit Trust Dividends are entered elsewhere. Dividends from UK companies ‘Description’ Enter the description of the holding. Taxfiler contains information on dividends from companies listed?

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Employment

To enter a taxpayer’s employment details onto the tax return, go to the Data Input tab, and select + Add a new section A new window opens, select employment from the list A new window opens which needs to be completed. Employment Details: ‘Employer’s name’ Enter the name of the?

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Income chargeable to settlor

This section is accessed via the data input tab within the tax return and is used to enter income chargeable to the settlor of a trust. See HMRC Helpsheet 270  ‘Name of trust‘ Enter the name of the trust. ‘Address of trust’ Enter the address of the trust for your own?

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Income from property

This section can be found in the data input tab within the tax return and is used for entering income from UK property and income from UK and EEA Furnished Holiday Lets. There is a separate section for foreign property income When entering property income you can choose to enter?

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Income from trusts or settlements

This section is accessed via the data input tab within that tax return and is used to enter income from trusts and settlements. ‘Name of trust’ Enter the name of the trust. ‘Trust UTR‘ Enter the Unique Taxpayer Reference for the trust. ‘Address‘ You may enter the address of the?

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Income from UK estate

This section is accessed via the data input tab within the tax return and is used to enter details of income from a UK estate. These figures should be provided on Form 185(Estate income). ‘Name of estate‘ Enter the name of the estate. ‘Non savings income (after tax)’ Enter the figure?

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Interest from UK banks etc

This screen can be accessed from the data input tab within the tax return and allows for the entry of interest received from banks, building societies and other deposit takers. Untaxed UK Interest etc Use this grid to enter details of interest received gross. ‘Description‘ Enter a description of the?

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Interest from Gilts, accrued income etc

This section is accessed via the data input tab within the tax return and allows input of interest from: gilt-edged and other UK securities, deeply-discounted securities and accrued income profits. Gilts etc Interest from Government stocks (gilt-edged securities or gilts) can be received with or without tax taken off. ‘Description’?

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Life assurance gains

This screen allows the entry of chargeable event gains on life assurance policies. For policies owned jointly, enter only the client’s portion of the gain. For HMRC guidance see Helpsheet 320 – Gains on UK life insurance policies. When multiple chargeable event gains are entered, Taxfiler will perform the necessary calculations?

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Lloyd’s underwriters

Use this section to complete the Lloyd’s underwriters form (Form SA103L). UK interest from personal funds ‘Untaxed UK interest – amount received‘ Enter the amount of gross interest received. ‘Profits from Accrued Income Scheme and deeply discounted securities’ Enter net AIS profits and income from deeply discounted securities. ‘Interest from?

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Member of Parliament etc

This screen is accessed from the data input tab within the tax return and is used to enter income for: MPs (form SA102MP). Members of the National Assembly for Wales (form SA102WAM). MSPs – Members of the Scottish Parliament (form SA102MSP). MLAs – Members of the Northern Ireland Legislative Assembly (form SA102MLA). None of?

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Minister of Religion

This section is accessed via the data input tab within the tax return and is used to complete the information for form SA102M – Ministers of Religion. Income as a minister of religion ‘Nature of post or appointment’ Enter a brief description of your position. ‘Salary or stipend’ Enter the?

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Other dividends

This screen is accessed via the data input tab within the tax return and allows entry of dividends from authorised unit trusts, open ended investment companies, investment trusts etc. Include any dividend from accumulation units or shares that are automatically reinvested. Do not include any ‘equalisation’ amounts. ‘Description’ Enter the?

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Other income/losses

This screen is accessed via the data input tab within the tax return and is used for income that is not entered elsewhere. Examples of income include: casual earnings; commission; freelance income; Property Income Distributions (PIDs) from UK Real Estate Investment Trusts (UK-REITs) and Property Authorised Investment Funds (PAIFs) including?

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Other UK pensions

This screen is accessed via the data input tab within the tax return and is used to enter details of other UK pensions and annuities. Taxfiler allows multiple pensions or annuities to be entered. Create a new entry for each source of pension income. Other UK pension, retirement annuity or?

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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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Importing accounts data from other packages

You can import accounts data from other packages by clicking on Import accounts… within the self-employment data input screen. This will show a popup where you can select the accounts data you wish to import. VT (Standard Name Format) Several accounting programs export data in VT Software’s Standard Name Format, including of?

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Plant and Machinery – Main pool

This section allows input and calculation of capital allowances for the Plant & machinery main pool. Additions and disposals can be entered as total figures in the relevant fields of the Calculation tab, or the Asset movements tab can be used to input details of purchases and disposals. Click Save changes to save your changes and?

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Plant and Machinery – Special Rate Pool

This section allows input and calculation of capital allowances for the Plant & machinery special rate pool. Additions and disposals can be entered as total figures in the relevant fields of the Calculation tab, or the Asset movements tab can be used to input details of purchases and disposals. Click Save changes to save your changes?

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Short life assets

The short life assets are listed in a grid. To view or edit an asset, click on the asset name. To add a new asset click + New asset… A new window opens which needs to be completed ‘Description of asset’ Enter a description of the asset. ‘Qualifies for AIA?‘ Tick?

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Assets with private use

The private use assets are listed in a grid. To view or edit an asset, click on the asset name. To add a new asset click New asset…. To delete an asset, click on the asset name to view the asset, then click Delete button. ‘Description of asset’ Enter a description of?

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Research and Development Allowances

This grid allows entry and calculation of Research & Development Capital Allowances (RDA). A 100% allowance is available on qualifying RDA expenditure. ‘Description of expenditure’ Enter a brief description of the expenditure. ‘Qualifying amount’ Enter the qualifying amount of R&D expenditure. ‘RDA not claimed‘ If you do not wish to?

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Business Premises Renovation Allowance

This grid allows entry and calculation of Business Premises Renovation Allowances (BPRA). New expenditure should not be entered. Only WDA and balancing adjustments are applicable. ‘Description’ Enter a brief description of the expenditure. ‘Initial expenditure‘ Enter the initial expenditure that qualifies for BPRA. ‘Initial allowance claimed’ Enter the amount of?

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Know-how Pool

This section allows input and calculation of the Know-how allowances pool. ‘Written down value b/fwd‘ Enter the written down value of the pool brought forward from the previous period. If the information was rolled forward from a previous period then the written down value will already be populated. Additions and?

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Patents

This section allows input and calculation of the Patent allowances pool. ‘Written down value b/fwd‘ Enter the written down value of the pool brought forward from the previous period. If the information was rolled forward from a previous period then the written down value will already be populated. Additions and?

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Averaging calculator

The Averaging Calculator is available from the self-employment page within the data input tab of the tax return. Click on Averaging calc… under the Adjustments heading. The calculator will help you to work out the averaging required for farmers and market gardeners, and creators of literary or artistic works. More information is available in HMRC Helpsheet?

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Share schemes

Use this screen to input any taxable income from share schemes that has not been included on the P60. This screen can be found from the data input tab within the tax return. Select + Add a new section , a new window opens, scroll down and select Share Scheme?

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State pensions and benefits

This section is accessed from the data input tab within the tax return and allows entry of state pension and benefit entitlements for the year. State Pension ‘Entitlement for year’ Enter the amount of state pension that you were entitled to receive for the tax year. ‘Lump sum’ If you?

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Stock dividends

This screen is accessed via the data input tab within the tax return and has a grid entry for stock dividends. ‘Description‘ Enter the description of the holding, this does not appear on the tax return and is for memo purposes only ‘Cash equivalent amount’ Enter the cash equivalent amount?

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Dividends from foreign companies

This section is used to enter foreign dividends received. You should add a section for each country from which dividends were received. All amounts of foreign income received and foreign tax paid must be entered in sterling. In most circumstances foreign income only needs be declared where the tax payer?

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Foreign life assurance gains

Use this screen to enter gains on a foreign life insurance policy, foreign capital redemption policy or foreign life annuity. For more information see HMRC Helpsheet 321 Gains on foreign life insurance policies. When multiple chargeable event gains are entered, Taxfiler will perform the necessary calculations to ensure the correct gains are?

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Foreign savings interest

This section is accessed via the data input tab within the tax return and allows input of foreign savings interest. You should add a new section for each country from which foreign interest has been received. All amounts of foreign income received and foreign tax paid must be entered in?

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Foreign tax paid on other income

This section is accessed via the data input tab within the tax return and is used to claim foreign tax credit relief for tax paid on sources of income not entered on the foreign pages. This information is used by Taxfiler to calculate the foreign tax credit relief claimed. Add?

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Income from foreign estate

This section is accessed via the data input tab within the tax return use it to enter details of income arising from a foreign estate. All amounts of foreign income received and foreign tax paid must be entered in sterling. In most circumstances foreign income only needs be declared where?

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Income received by person abroad

This section allows input of income arising as a result of the transfer of assets to a person abroad. All income chargeable under the transfer of assets provisions should be entered in this section. For more information see HMRC Helpsheet 262 Income and benefits from transfers of assets abroad and income from?

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Land and property abroad

This section is accessed via the data input tab within the tax return to add details of income received from land and property abroad. Do not use this section to input details of Furnished Holiday Lets in the EEA; these should be entered in the Income from property section. When entering income?

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Other overseas income and gains

This section is accessed via the data input tab within the tax return and is used to input miscellaneous items for the foreign pages. ‘Gains on disposals of holdings of offshore funds’ Enter the amount of the income received when disposing of the interest in an offshore fund. If the?

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Overseas pensions etc

Use this section to add details of income received from overseas pensions or social security benefits. Also include any pensions or annuities paid in the UK on behalf of an overseas pension provider. Do not include income from purchased life annuities. Overseas pension schemes that are registered in the UK?

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Blind Person’s Allowance

To enter a blind person’s allowance, Select the Data Input tab Select + Add a new section button A new window opens, scroll to the bottom to the allowances section and click on Blind Person’s Allowance A new window opens, which needs to be completed ‘Registered blind?’ Tick this box?

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Community Investment Tax Relief

This screen is accessed via the data input tab within the tax return and allows input of investments for which Community Investment Tax Relief can be claimed. The amount of relief for each year is the smaller of: 5% of the amount invested (and which remains invested), or the amount?

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