Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Practice Management
VAT Filer
CloudConnect
Anti-Money Laundering
Support home
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 merge clients in my list?

Article ID: 2249
Last updated: 07 Feb, 2020

You can't merge clients in TaxCalc but there is a way to export and import tax return files from one client to another.

To do this, follow these steps:

  1. Go to Admin Centre > Database > Backup Database to create a backup.
  2. In Tax return production open the client with the tax return (the first client).
  3. Click on the relevant tax year.
  4. Go to Exporting > Export from Database and browse to a location to save the file – a link icon will appear to the left of the tax year/period.
  5. Repeat steps 3 and 4 for each tax year.
  6. Open the client with the accounting periods (the second client).
  7. Go to Import Return > Import to Database and browse for the returns you just saved to add them to the list.
  8. When they are correct, you should archive the client that you exported the tax returns from.

Mail merge and report construction can be exported.

NOTE: You can't use this method to export and import the below details.

Article ID: 2249
Last updated: 07 Feb, 2020
Revision: 7
Views: 315
This article was:  


Also read
item How do I move an Accounts Production client from one TaxCalc database to another?