Product FAQs
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Our solution for individual returns is for Self Assessments, Partnerships and Trusts. We do not currently offer this for Companies (CT600s).
Our cloud-based software enables accountants to easily file an online tax return to HMRC and Companies house at the click of a button. [PAUSE 10 SECONDS] Taxfiler is packed with functionality. Which ever plan you choose, you have all the features includ...
If you are an individual or are self employed, Taxfiler is a great alternative when you cannot use the free HMRC software. [PAUSE 10 SECONDS] With support for all the required forms, and complete with accurate tax computations, we’ve got you covered fo...
Taxfiler should run in most modern browsers including Chrome, Edge, Firefox, Safari and Internet Explorer.
The tax code does not affect the amount of Personal Allowance available, only how it is collected underPAYE. For Self Assessment purposes the PAYE actually paid should be entered on the employment page based on the figures given in the P60. This P60 fig...
You can make use of our CSV data import facility that allows the import of client static information. More information and a blank template can be found here:https://taxfiler.co.uk/support/import-clients-from-a-csv-file/. This option is included with al...
Yes, our award-winning iXBRL Accounts Preparation module is included at no extra cost. Our iXBRL Accounts Preparation solution does not include bookkeeping but includes links to a number of bookkeeping packages inc. QuickBooks Online, Xero, Sage, FreeAg...
Taxfiler software is intuitive and very easy to use.Visit our knowledge base here for advice and guidancehttps://taxfiler.co.uk/support/.
Taxfiler allows multiple users to access the same database concurrently. You must purchase a Taxfiler Pro licence for each user who will access the system, or hold a Teams licence. We have customers with multiple offices, who have dozens of users, and p...
All communication with our servers is via secure HTTPS/SSL and we use verified SSL certificates with a full 2048 bit key, which is the latest recommended level of encryption. This ensures our servers are as secure from eavesdropping as we can make them....
All outputs (tax returns, computation, schedules, reports, etc.) can be downloaded in PDF format to your local computer. These can be stored, emailed or printed but remember to keep downloaded PDFs secure. For the Taxfiler PRO and TEAM packages you can ...
Yes. We call it a Declaration form and you can download or print it after you have prepared the return for filing in the Review File tab.
Yes. Taxfiler software has a full automatic roll-forward facility that copies all the relevant static information when you create the new tax return. This allows you to enter any new data (dates, amounts, etc.) as required.
Yes. Included in the software at no extra costs is the FTSE350 dividend feed. This allows the user to quickly input the client’s dividend income based on their shareholdings without looking externally. This is available for SA100 returns only.
Yes. To file online to Companies House, you need a Presenter ID and password. You would obtain this from Companies House. [PAUSE 10 SECONDS] To file online to HMRC you would need the HMRC Agents Filing Credentials and you obtain these from HMRC. [PAUSE ...
Yes. We provide support by email only and endeavour to respond within2 hoursduring business hours (9am to 5pm Monday to Friday). This allows us to keep costs down and we pass these savings onto our customers. [PAUSE 10 SECONDS] There is also an online k...
We’ve got a great article to cover this on our knowledge database:https://taxfiler.co.uk/support/accounting-periods-longer-than-a-year/.If you still need help, please email support@taxfiler.co.uk.
To ensure that you do not have to keep re-entering your filing credentials we do store your Gateway User ID and the credentials are encrypted in your database.
There is a short and simple registration process which only takes a few minutes. You can also setup the direct debit mandate at the same timesoplease have your bank details ready. [PAUSE 10 SECONDS] Please click here to access the registration form -htt...
Taxfiler currently provides a bridging solution to enable the quarterly filing of VAT directly to HMRC. From April 22 any remaining VAT clients not already participating will need to begin filing quarterly. [PAUSE 10 SECONDS] Taxfiler has already identi...
Please refer to the links below from our help files guiding you on how to attach accounts to a CT600 return;https://taxfiler.co.uk/support/trasnferring-accounts-to-ct600/- Video linkhttps://taxfiler.co.uk/support/attaching-accounts-to-ct600-return/- lin...
Please refer to the support files “Carrying losses back to a prior year”,https://taxfiler.co.uk/support/carried-back-losses-ct600/ [PAUSE 10 SECONDS] If you still need help, please email support@taxfiler.co.uk.
We currently do not include the option to change the headings within the Trial Balance, and this also means that the Detailed Profit Loss account cannot be changed. [PAUSE 10 SECONDS] If you prefer to change the accounts and headings to suit your speci...
On 23 September HMRC announced a 1-year delay. MTD for ITSA will begin BETA April 22, with full go live April 24. They’ve done this to aid business recovery post- COVID [PAUSE 10 SECONDS] “The Government recognises the challenges faced by many UK busine...
We've taken the decision not to continue with the development of the sync between Senta and Taxfiler - as this functionality is now available via IRIS Elements. You can find our more about this IRIS Elements here - https://www.iris.co.uk/products/iris-e...
While we offer the CT600e charity pages within the tax module, we do not offer charity accounts. You can produce them in another software tool and attach them to the CT600 in iXBRL format.
Taxfiler is GDPR compliant. You can read our statement here https://taxfiler.co.uk/privacy/