The TaxCalc Accounts Production module is used to manually post transactions, edit notes, file accounts to Companies House and create the iXBRL accounts file to attach to the CT600.
Sometimes you may make postings against an incorrect client or accounting period. Rather than delete the incorrect batch and re enter the information under the correct parameters. The accounts can be exported from one client or accounting period into another using our Trial Balance import feature.
Transferring accounts data
Open the accounting period with the accounts information you would like to move.
Open the new accounting period - where the information should be entered.
This process is specifically for moving accounts created on a TaxCalc system to another TaxCalc system. For guidance on importing accounts data from another provider into TaxCalc please refer to How do I import a Trial Balance?