Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Practice Management
VAT Filer
CloudConnect
Anti-Money Laundering
Support home
Video Training Guides
NEW

Hot Topics
SimpleStep Guides
Release Notes
Technical
Known Issues

HMRC Status
Useful Links
MTD for Agents MTD for Businesses What is MTD
Preparation
Agent Services Account
MTD for VAT
MTD for Income Tax
MTD for VAT
Digital Record Keeping
Quarterly Updates
Step-by-step Guide
HMRC's MTD Timeline
TaxCalc's MTD Journey

How do I import a return between non-consecutive years?

Article ID: 2067
Last updated: 19 Mar, 2020

If you can't access a copy of the previous year’s tax return prepared in TaxCalc but do have a copy of a return from an earlier year, you may wish to bring this forward to the current year to retain personal information, basic entries and HMRC filing credentials.

You can only directly import a return into the next consecutive year. However, if you have copies of the TaxCalc applications for the interim years, you can import from one to the other in turn.

To do this, follow these steps:

  1. Open the version of TaxCalc for the year following the return that you have.
  2. Import the return in the usual way.
  3. Save the return with a file name referring to the new year.
  4. Repeat the process for the next consecutive year, importing the return you have just saved.
  5. Repeat until you reach the current year.

If the relevant copies of TaxCalc are no longer installed on your machine, you can re-download them from your account to be installed again.

If you didn't purchase TaxCalc for the interim years, contact TaxCalc Support as we may be able to assist.

NOTE: If you're now using TaxCalc on a Mac, you'll need access to a Windows machine or Windows emulation to install the applications for years before 2013.

Article ID: 2067
Last updated: 19 Mar, 2020
Revision: 6
Views: 29135
This article was:  


Also listed in
folder Technical
folder Technical -> Imports