Taxfile are a team of London accountants and tax experts who help individuals and small businesses with their tax affairs.

Case Study Submission Form Please fill in this simple form to submit a case study for future publication on the website(s). For each field only one or two short paragraphs are needed although how much or how little detail you include is entirely up to you.

Customer Testimonial Submission Form Please use this form to submit a Customer Testimonial for future publication on the website(s). Thank you.

Customer Enquiry Confirmation It’s crucial for us to know where enquiries came from so as to focus marketing budget in the right direction in the future. So whenever there is a new enquiry or prospect, please use this form to record the source of the enquiry. Thank you.

Latest Newsletters:
• CIS newsletter Spring 2016 (link – right-click to save the PDF to your hard drive then open it in Acrobat Reader or alternatively left-click the link to view the newsletter directly in most browsers).
• Taxfile newsletter Autumn 2016 (link – right-click to save the PDF to your hard drive then open it in Acrobat Reader or alternatively left-click the link to view the newsletter directly in most browsers).
• Filetax newsletter Autumn 2016 (link – right-click to save the PDF to your hard drive then open it in Acrobat Reader or alternatively left-click the link to view the newsletter directly in most browsers).

This incredible Word document is a complete record and ready reference of all the technological tools available to staff. Includes info about telecoms, CCTV, broadband, email and communications, HighRise, Printers, holiday season and much more.

The Taxfile Staff Intranet is home to more staff resources such as the Resource Directory (Forbes, Tax Office, Companies House, MYOB info) and a Help area (Help Base, work sheets etc).

Click here to see the prices for most common Taxfile services, along with other useful information relating to pricing, Taxfile’s approach to quotations and a link to the free excel spreadsheet file for use by customers.

If you have customers or prospects who are potential candidates for BankStream then send them to this Taxfile-branded BankStream web page [sorry; Bankstream took the link down] so they can watch the short video and find out more information about the free service. Alternatively download an A5 Taxfile-branded Bankstream flyer suitable for either (a) high resolution litho printing here or (b) for in-house desktop printing (also OK for emailing clients) here.

How to add accounts onto BankStream (sorry; Bankstream have taken the link down). Covers Livefeed, different CAF forms and links for different banks, Scanfeed plus links to other BankStream help areas (support, training, promoting, data etc.) plus BankStream contact info.

Login Keep track of tasks, projects and prospects, assign tasks to other staff members, or have them assign tasks and customers to you, monitor lead generation, set up ‘cases’ for jobs, set monetary goals (“deals”), monitor results, keep a record of emails for each job, set reminders … and more.

Download an information & training Word doc here (v.4).

HDUK supplies Taxfile’s virtual desktop system, enabling Taxfile’s software to be hosted centrally in the cloud rather than locally on multiple PCs. Contact HDUK on 020 3239 6181. Support is available at https://support.hosteddesktopuk.co.uk (‘Submit a Ticket’ there or select ‘Knowledge Base’ for a database of support information. Select ‘News’ or ‘Status Site’ to see if there is any schedule maintenance, software upgrades in progress, etc.) or email support@hosteddesktopuk.co.uk

Log into Sage One Accountant Edition here.

Sage One – How to use it (click here). Helpful information includes getting started, managing clients, service settings, billing & commission settings, business settings, collaboration, filters, VAT nominal accounts, Year End lockdown, creating journals and more.

HMRC website Her Majesty’s Revenue & Customs portal. Tax information, tax news, tax calculators, tools, statistics, rates and tables plus a link to log in.

Log into HMRC Online Services here

Click here for an introduction to HMRC staff manuals, manuals A to Z, manuals by subject and more.

No need for further explanation – if you’re looking for something, Google it here!

Taxation Web Tax-related information portal with tools and a library of tax information, tax tips, a tax forum, tax news and many other resources for both the general public as well as for accountants and tax professionals.

Companies House is the home of Company information for the UK. File annual returns, company accounts or change company details here. You can also start or close a company here.

National Landlords Association The NLA is the leading association for private residential landlords in the UK, working to help landlords uphold standards, keep their tenants happy and maintain profit levels.

London Taxi Site The London-Taxi website is an important resource for all things related to London’s world famous London taxis.

Business Link (Gov.UK) Business Link, now replaced with Gov.UK, is the “best place to find government services and information. Includes info for benefits, births, deaths and marriages, citizenship, business and the self-employed, the disabled, driving and transport, housing, money and tax, employment, visas and much more.

Say No to 0870 Numbers Use this site to search for a less expensive phone number equivalent to an 0870 number.

Taxwise Online Fee Protection Insurance – log in, make a claim or view claim details here. Or view the main Taxwise site here.

Appointy (for TaxFile) For taxfile.co.uk staff appointments: log into Appointy here to administer your appointments, block certain times and dates, etc.

Appointy (for FileTax) For filetax.co.uk staff appointments: log into Appointy here to administer your appointments, block certain times and dates, etc.

Appointy (for GuyBridger.com) For guybridger.com staff appointments: log into Appointy here to administer your appointments, block certain times and dates, etc.

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