Importing from Sage Accounts Production Advanced

To import details from Sage Accounts Production Advanced to Sage Corporation Tax:

  1. Open Sage Accounts Production Advanced and from the Tools menu, choose Export > Data export.The Data Export wizard appears.
  2. Read the warning, and click Next. Choose the client you want to export data from.
  3. Click Next. Choose to export to Sage Corporation Tax.
  4. Click Next, then click Next again to begin the export.

    5. The Sage Corporation Tax Link Import Wizard appears.

  5. Click Next. Choose to import the data to Sage Corporation Tax.
  6. Click Next. Set your date options as shown on the wizard, and choose if you want your SCT client to have the same client reference as in Sage APA.
  7. Click Next. Choose the level of analysis required by ticking the relevant options.

  8. Click Next. The export is complete. Click Finish to prepare the file for importing into Sage Corporation Tax.

    Sage Corporation Tax will open.

  9. If this is the first time that you have imported data from Sage Accounts Production Advanced for this company, then you will see on My dashboard that there is accounts information ready to import. If you have previously imported data from Sage Accounts Production Advanced for this company, then go to Client dashboard, where you will see that there is accounts information ready to import.
  10. Click Import now
  11. If this is the first time that you have imported data from Sage Accounts Production Advanced for this company, then you will be prompted to set up an activity into which the data will be imported.

  12. The Import window with Auto disallow option opens. Tick Auto disallow to automatically disallow in the P&L account the following:

    • Depreciation of tangible fixed assets
    • Impairment and/or reversal of impairment losses of tangible fixed assets
    • Profit and/or loss on disposal of tangible fixed assets
    • Profit and/or loss on disposal of fixed and/ or current asset investments
    • Amortisation of grants relating to fixed assets.

    The disallowed amounts may be amended or reversed in the P&L account.

    If the company has multiple activities, then the Import window will require you to select a default activity, to which the disallowed amounts will be associated.

13. Open the newly imported company from the Company Details list.