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How do I import a client from TaxCalc 2012?

Article ID: 1211
Last updated: 08 Apr, 2016

TaxCalc can import client data from TaxCalc 2012 tax returns so that you don't need to enter the same information for 2013 onwards.

When you import a client using a TaxCalc 2012 tax return, you're doing two things:

  • Transferring a copy of the 2012 tax return into the TaxCalc database.
  • Creating a record for that client in Client Hub, which you can then use across the TaxCalc applications.

This process doesn't automatically create 2013 tax returns. You must do that after you've imported the clients.

Step 1: Open Client Hub

When TaxCalc opens, launch Client Hub from the home screen.

Step 2: Start the Import Client Process

When Client Hub opens, it will look similar to the screen below.

Select Import Client from the left-hand menu.

The Import Client Wizard will then open.

Step 3: Use the Import Client Wizard

Select TaxCalc 2012 (2011-12 year) files.

Click on Continue.

Click on Choose next to Select a Single File to import….

Select the TaxCalc 2012 return you want to import.

Click on Open.

This will return you to the Import Client Wizard. The file path to your selected file is now displayed and the return file details are now populated (in this case with a single SA100 return).

Click on Continue.

The Files to Import screen confirms the type of files to be imported (in this case, Self Assessment).

Click on Continue.

The next screen summarises the files to be imported. By default, the tax return will be stored in the TaxCalc database for future use. This is strongly recommended. If you want to store the return elsewhere, click on Keep in my file system.

Click on Finish.

The imported client has now been added to the client database and will appear in any list of clients.

A note about integration

All of the information in the client’s record can be reused by TaxCalc and the applications that it comprises (Accounts Production, Tax Return Production and so on). This avoids having to rekey information, saving you time, and eliminates the potential for introducing spelling mistakes.

Article ID: 1211
Last updated: 08 Apr, 2016
Revision: 8
Views: 2146
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