How do I use the Batch Filer module?

The Batch Filer module allows you to file SA100, SA800, SA900 and CT600 tax returns in batches instead of individually.

You can access Batch Filer from the home screen. The Batch Filer screen will give you details of any previous batches created and break them down by name, number of returns, client type, tax year and the date created.

Creating a batch

1. Click on Create Batch Filing to open up a wizard where you can select the clients and returns that you want to include in this batch.
2. Enter the name of the batch on the Client Selection screen.
3. Select the type of return you want to use – SA100, SA800, SA900 or CT600.
4. Select the tax year.
5. Select the tax work status.
6. Enter your filing credentials or use those already stored within TaxCalc – these credentials will be used to file every tax return chosen on the previous screen so make sure they're correct before filing online.
7. Check the overview of clients and returns on the next screen.
8. Click on Save and File Batch to start the process of batch filing to HMRC – the filing status will appear on the final screen.

Previewing a batch

To preview a batch you've already created, follow these steps: 

1. Click on the batch file.
2. Click on Open Batch.
3. View the results screen for a breakdown of each return filed in the batch.

This process doesn't allow you to make any changes.

Deleting a batch

To permanently delete a batch without affecting the tax returns, follow these steps:

1. Click on the batch file.
2. Click on Delete Batch.
3. Confirm that you want to delete the batch.

Errors when filing a batch

You can use Batch Filer the first time you submit a return, but if a return fails you'll have to amend it and resubmit it individually. Similarly, you can't submit amended returns through Batch Filer. You need to do these on an individual basis.

The only exception is if the returns fail with an authentication error relating to the HMRC User ID or password. If this happens, you'll need to create a new batch with these returns.