Import accounts data

You can import data from a number of accounts production packages into the appropriate areas in the Business Tax forms. This eliminates the need to re-enter data.

What data is imported?

You can import nominal balances (income and expenditure accounts only or the full trial balance) or pre-summarised figures ready for the tax return. When you import nominal balances, the allocation of those balances across the tax return headings is automatic.

What packages can I import from?

You can import data from almost any accounts or spreadsheet package.

Sage Accounts Production Advanced and Sage Accounts Production export the figures required in a convenient format.

What about non-Sage products?

Many pieces of software can export a trial balance to a spreadsheet. This can then prepare a CSV file, to be used by the accounts import. Templates included with Sage Taxation can map the nominal balances to the Tax Return headings.

Can Sage Taxation import from DOS programs?

Even old DOS programs with no obvious export options often have a 'Spool a printout' or 'Print to disk' option. This can create an ASCII file that can be imported.