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How do I import a return between non-consecutive years?

If you can't access a copy of the previous year’s tax return prepared in TaxCalc but do have a copy of a return from an earlier year, you may wish to bring this forward to the current year to retain personal information, basic entries and HMRC filing credentials.

You can only directly import a return into the next consecutive year. However, if you have copies of the TaxCalc applications for the interim years, you can import from one to the other in turn.

To do this, follow these steps:

  1. Open the version of TaxCalc for the year following the return that you have.
  2. Import the return in the usual way.
  3. Save the return with a file name referring to the new year.
  4. Repeat the process for the next consecutive year, importing the return you have just saved.
  5. Repeat until you reach the current year.

If the relevant copies of TaxCalc are no longer installed on your machine, you can re-download them from your account to be installed again.

If you didn't purchase TaxCalc for the interim years, contact TaxCalc Support as we may be able to assist.

NOTE: If you're now using TaxCalc on a Mac, you'll need access to a Windows machine or Windows emulation to install the applications for years before 2013.
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