Knowledge Base
Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Client Hub
Practice Management
VAT Filer
CloudConnect
Anti-Money Laundering
Support home
Hot Topics
SimpleStep Guides
Release Notes
Technical
Known Issues

HMRC Status
Useful Links
Accountancy Practices
and Tax Advisors
 
Individuals, Businesses, Trusts
and Partnerships
Making Tax Digital
SOFTWARE
Client Hub
Accounts Production
Tax Return Production
VAT Filer
Company Incorporator
Companies House Forms


SERVICES
CloudConnect
AML Identity Checking
SOFTWARE
Individual
Limited Company
Trust
Partnership

For Accountancy Practices and Tax Advisors

For Individuals, Businesses, Trusts and
Partnerships

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

Article ID: 2067
Last updated: 07 Feb, 2017

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.

Article ID: 2067
Last updated: 07 Feb, 2017
Revision: 4
Views: 16724
This article was: