Support topics - VT Accounts

Taxcalc: Exporting the self employment profit and loss account and balance sheet from VT

In VT:

• If exporting from Excel, ensure that VT Data Export is ticked in the Add-Ins dialog (Tools menu of Excel)

• Ensure that Standard Name Format - Clipboard Method option is chosen in the Export Method dialog (Tax Data menu of VT Transaction or VT Data Export menu in Excel)

• Choose the Send To Tax Package command (Tax Data menu of VT Transaction or VT Data Export menu in Excel)

In Taxcalc:

Forms mode
1 Switch to Taxcalc
2 Click the Forms Mode button at the top right of the screen
3 Navigate to the Self-employment section of the return
4 Click the Clipboard button on the first screen of the Self-employment section

Simple step mode
1 Switch to Taxcalc
2 Click the Simple Step button at the top right of the screen
3 Navigate to the Your Work section of the return
4 Click on the Import From Clipboard link

Partnerships
1 Switch to Taxcalc
2 Click on the Clipboard button on the SA800 Partnership start page

The Taxcalc part of the instructions were provided by Taxcalc. In case of difficulty, please contact Taxcalc.

All Taxcalc products except Lite contain the export facility.