How do I import my company details into Practice Manager from the HMRC Client list?

If you have moved over from the HMRC website to TaxCalc, you will be able to extract certain details into a CSV file and import this into TaxCalc to populate your client list. You can do this by following these instructions:

1. Log in to your HMRC account.
2. Go to Services you can use > Corporation Tax.
3. This will provide you with your client list, which you should be able to Save as a CSV file.
4. Once you have saved the CSV file to your machine, you need to open this and check that it is in this format:

5. Insert a column before A.
6. Enter Type as the heading of the new column A.
7. For each client, type 600 in column A. This will identify the client as a limited company when importing the CSV into TaxCalc.This example screenshot shows how the will look:

If you have access to further details such as registered office address, tax office, etc, these can be imported using the following headers in the same CSV file. You will need to use the below headings in the same order.

• Type
• ClientID    
• UTR
• Addr1
• Addr2
• Addr3
• Addr4
• Postcode
• TaxOffice
• Surname/Entity Name
• NINO/CRN/PRN
• Birth
• Forenames
• Title

If the format of the CSV file is not identical to the above then the import will not fail, however, the headings do have to be identical otherwise no information will be imported. You can retrieve a blank CSV file with the header entries populated if you find this easier. To download the file, please follow the below steps:

1. Open TaxCalc.
2. Click on Practice Manager.
3. Select Import Client.
4. Continue past the introduction window (if applicable).
5. Select the radio button for Import from CSV.
6. Click Continue.
7. Click on the button for Create CSV.
8. Save the template on your machine.
9. Click OK.

You can then proceed to open the CSV file and insert the relevant details for your clients. It is worth noting if you wish to import a combination of corporation tax clients, you can do this on the same CSV file. Under type you would need to insert the following options for the alternative client types:

• Individual = 100
• Partnership = 800
• Trust = 900
• Limited company = 600