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When you import a client using a TaxCalc 2012 tax return, you are doing two things:
Please note: The importing process will not automatically create 2013 tax returns. That must be done after the importing process.
Step 1 - Open the Practice Manager Application
Clients are managed in the Practice Manager application. When TaxCalc opens, click on Practice Manager to open it.
Step 2 - Start the Import Client Process
When Practice Manager opens, it will look similar to the screen below.
To start the Import Client Process, click on the Import Client option in the left-hand menu.
Step 3 - The Import Client Wizard
The Import Client Wizard is displayed.
Throughout TaxCalc, you will find that many processes are driven by Wizards.
At each step, use the Continue button to advance to the next step and the Go Back button to return to the previous step.
Every time you visit a new Wizard, you will be greeted by an Introduction step. You can tick the checkbox to skip the Introduction the next time you import a client.
Click on Continue to go to the Choose file(s) to import step.
Choose file(s) to import
The Choose file(s) to import step is where you select the TaxCalc 2012 file(s) you wish to import.
To import multiple files, click on the Choose button next to the … or select a folder containing files option.
If you wish to import the contents of a file structure (folders within folders), click on the Search in subfolders checkbox next to the Choose button.
Select the folder containing TaxCalc 2012 returns that you wish to import and then click on Select Folder.
This will return you to the Import Client Wizard.
The filepath to your selected file is now displayed and the Tax return files found section is now populated.
You can exclude types of tax return if you do not wish to import them. In the example above, all SA900 returns will not be imported.
Click on the Continue button to carry on with the import. The different types of file will now be displayed in turn.
The Files to Import screen confirms the type of files to be imported (in this case, Self Assessment).
Click on the Show all return files checkbox in the bottom-left corner of screen to display more information about the file to be imported.
Click on the Continue button to carry on with the import.
This next Files to Import screen confirms the Corporation Tax files to be imported.
Once all file types have been displayed, the Continue button will take you to the Finish page.
This screen summarises the files to be imported.
By default, the tax return(s) will be stored in the TaxCalc database for future use. This is strongly recommended. However, if you wish to store them elsewhere, you can use the Change... option on this screen. Click on the Finish button to import the return(s).
This will return you to the Practice Manager screen.
The imported clients have now been added to the client database and will appear in lists of clients.