Tagging computation
Although we look to automatically tag computations in line with HMRC iXBRL tagging requirements, there may be occasions where further clarification is needed or where you may wish to add additional tags manually. We've therefore included Sage Assisted Tagging (also used in our Accounts Production products).
Sage Assisted Tagging applies iXBRL tags as follows:
| Confirm tags: |
We'll show you a number of items, one at a time, where we've added a tag. We'll highlight the item in the preview, and show you the tag we've applied. You need to confirm that the tag is appropriate for the highlighted item, or remove the tag. Once you've confirmed a tag, we'll show you the next highlighted item and tag we need you to check, until you've checked all of them. When you've checked all of the tags, you'll be prompted to move to step 2 - Pick tags. |
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| Pick tags: |
We'll show you a number of highlighted items, one at a time, and show you a list of tags that we think it could be tagged with. We need you to review the list of tags, and determine whether the highlighted item in the preview should be tagged with one of these or not. Once you've made a decision for a highlighted item, we'll show you the next highlighted item and list of tags we need you to consider, until you've checked them all. When you've picked all the tags, you'll be prompted to move to step 3 - Tag document. |
| Tag document: |
We'll show you a number of areas, one at a time, where we might expect to see one of a number of tags. We'll highlight the general area in the preview, and show you a list of tags that are often found in this area. We need you to select specific parts of text in the report and use the suggested tags list to tag your selection. Once you've finished tagging an area, we'll show you the next highlighted area and list of tags we need you to consider, until you've checked them all. Next you'll move to Finish. |
| Finish: |
The Finish page has three main aims: It lists any steps that you've passed over, and gives you the option to go back and work on those steps. From this page, you can generate an iXBRL file. Sage Assisted Tagging can detect some problems with the iXBRL file and will walk you through the steps to correct them. Steps that still need attention will be listed. If you want to continue to generate an iXBRL file without checking these steps, click Use the default settings for all areas that still need checking. |
Sage Assisted Tagging has a full help system that you can access at any time by pressing F1 from any of its pages.
How do I get here?
Quick links > Tag computation
