If you have moved over from the HMRC website to TaxCalc, you will be able to extract certain details into a CSV file and import this into TaxCalc to populate your client list. You can do this by following these instructions:
If you have access to further details such as registered office address, tax office, etc, these can be imported using the following headers in the same CSV file. You will need to use the below headings in the same order.
If the format of the CSV file is not identical to the above then the import will not fail, however, the headings do have to be identical otherwise no information will be imported. You can retrieve a blank CSV file with the header entries populated if you find this easier. To download the file, please follow the below steps:
You can then proceed to open the CSV file and insert the relevant details for your clients. It is worth noting if you wish to import a combination of corporation tax clients, you can do this on the same CSV file. Under type you would need to insert the following options for the alternative client types: