How do I import accounts data on to the tax return?

To import accounts data on to the tax return, use the instructions below for Corporation Tax, Self Employed or Partnership returns.

If you're using HMRC Forms mode, you can use the Excel template at the bottom of this page to help you.

Corporation Tax returns

If you’re using our Accounts Production package, you can import information onto the tax return and attach the accounts.

To import information from Accounts Production:

1. Go to the Accounts and Computations page.
2. Click on Import Accounts.
3. Select the relevant accounting period and click on Import.
4. Check and confirm the imported accounts information.

To attach the accounts:

1. Go to the Attachment Management screen.
2. Click on Add Accounts.
3. Select Attach from Accounts Production.
4. Select the applicable period and click on Attach.
5. The attachments will be displayed in a table at the bottom of the screen.

If you’re using an external accounts provider, you can only attach the accounts to submit alongside the tax return:

1. Go to the Attachment Management screen.
2. Click on Add Accounts.
3. Select Attach from External Source.
4. Browse to find the accounts file on your PC, select the file and click on Open.
5. The attachments will be displayed in a table at the bottom of the screen.

Self Employed pages

SimpleStep mode

1. Go to the Self Employment page (asking you for your Accounting period and Turnover).
2. Click on Import Accounts.
3. Click on the applicable Import button.

HMRC Forms mode

1. Go to Self Employment Page 1.
2. Click on Import Accounts.
3. Click on the applicable Import button.
4. If you’re using our Excel template, select Import from Clipboard (see below).

Partnership returns

SimpleStep mode

1. Go to the Trades or professions for… page.
2. Click on Import Accounts.

HMRC Forms mode

1. Go to SA800 Page 2.
2. Scroll down to the bottom of the screen and click on Import Accounts.
3. If you’re using our Excel template, select Import from Clipboard (see below).

Excel template

If you’re using HMRC Forms mode, you can download our Excel template to help you import your accounts:

• Template for Self Employed pages
• Template for Partnership pages

NOTE: If you leave any blank entries on the .xls file, a null value will be placed in the corresponding box on the tax return. You don't need to complete the Disallowable Depreciation entry and the Period Ending date as these are automatic.

When you’ve completed the .xls file, follow these instructions to upload the accounts (see Import from Clipboard above):

1. Highlight the descriptions on the left and values on the right in the .xls file.
2. Hold down Ctrl and C to copy the information and load the data onto the clipboard.
3. Click on Import from Clipboard.

If you use VT, follow these instructions:

1. Open your Accounts file in VT Transaction+.
2. Go to Tax Data > Send to Tax Package from the menu bar.
3. Tick as appropriate.
4. Click on OK to paste the data onto the clipboard.
5. Click on Import from Clipboard.