The Batch Filer module allows you to file SA100, SA800 and SA900 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
Previewing a batch
To preview a batch you've already created, follow these steps:
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:
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.