Importing from a third party piece of software

This assumes you have already set up the client in Sage Business Tax. 

1. Export the data from your accounts production software. Do this from within the accounts production application you are using. How? If you are unsure how, refer to the online help system or the documentation supplied with that software. Be sure to note where you save the CSV or ASCII file you export because you will need to find that file in a later step.
2. Log in to Sage Business Tax. The Client List window appears.
3. Select the client to import the accounts data into.
4. Click Select. Your client opens.

5. Choose the correct Accounting Period to import the data to. Show me.

   

6. Open the Business and Investment Income section of the tax return.

7. From the Tools menu, choose Import Accounts Data. The Import Accounts Data window appears. Show me



Note: The Accounts Import will always import accounts data for the currently selected accounting period (even if the accounting period you exported was a different one). Also note that only standard accounts data is transferred, capital allowances and overlap profits are not.

8. Choose the template you're going to use for the import from the Template drop-down list.
9. Click the magnifying glass icon to the right of the Import File box. An open file window appears.
10. Use the window to find the file you exported from Sage APA and select it in the window.
11. Click Open. The filename and path will be shown in the Import File box.
12. Click Import to import the data. You will see the imported data on page 4 of the Partnership Tax Return.