E-filing
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  • Product: ONESOURCE Trusts
  • Subject: e-file

E-file a calculation in the U.K.

ONESOURCE Corporate Tax supports e-filing for your company's annual tax returns. You can file for one or multiple accounting periods. Submit the CT600 return, supplementary returns, accounts, and computations. You can also submit supporting documents in PDF format.
Enter the wizard for each action to complete e-filing. These actions include Validate, File, and Check Status (File).
Most XBRL tags are already applied in the computations. However, some sheets require you to apply tags after completion because they are more customized.

Use the tagging wizard to prepare for e-file

The Tagging Wizard automatically tags data items in your Income Statement and supporting analysis sheets. It uses XBRL tags based on their descriptions in the calculation. The Tagging Wizard compares the descriptions you use in your calculation to a dictionary.
This dictionary contains the most commonly used descriptions in that context. When the Tagging Wizard finds a match, it tags the data item. It uses the XBRL tag corresponding to its match in the XBRL data dictionary.
  1. Open your calculation.
  2. Select
    eFile
     , then
    Tagging Wizard
    .
  3. Select
    Next
     on the Welcome to the
    XBRL Tagging Wizard
     screen.
  4. Select one of the following preferences:
    1. Add New Tags
    2. Tag All Items
    3. Add or Change Tags Only
    4. Remove All Wizard Tags
  5. Select
    Next
    .
  6. Select the sheets you want to tag, then select
    Next
    .
    The Tagging Wizard provides a summary of the changes made. 
  7. You can view the results of the Tagging Wizard in the calculation. Two sheets have been added for this purpose.
    1. Income and Expenses eFiling Analysis
    2. Income and Expenses eFiling Analysis - Not Tagged
      .

Use e-filing manager to e-file

  1. Open your calculation.
  2. Select
    eFile
     .
  3. Select the filings you want to view, then select
    Next
    .
    note
    The list of filings displayed depends on the number of periods in your calculation.
  4. Select
    Validate
     on the
    Actions
     tab.
  5. Select
    Next
    . The
    Validate
     option performs offline validation.
  6. Select
    Refresh Status
     to update the status.
    note
    This process takes a little time. Select
    Refresh Status
     again to check for updates.
  7. Select
    Export
     to download the file if there are no errors in the data, and the E-Filing Status is
    Passed Validation
    .
  8. Select
    View Errors
     to view errors in the calculation when the E-Filing Status shows as
    Failed (Validation)
    .
  9. Select
    Actions
     on the
    E-Filing Manger errors
     screen to view the error.
    note
    You can also open
    Exports
     and
    View Errors
     in the
    eFile
     menu.

Send a test submission

The U.K. tax authorities provide an online validation as a test submission. This is for a more complete test, including if you have the correct e-filing credentials.
  1. Open E-Filing Manager and select the filing you want to view, then select
    Next
    .
  2. Select
    File
     on the
    Actions
     tab.
  3. Mark the
    Test in Live
     checkbox, then select
    Next
    .
  4. Enter the
    User Name
     and
    Password
    , then select
    Next
    .
    note
    The username and password is unique to the taxpayer.
  5. Add documents as you're prompted based on your permissions, then select
    Next
    .
  6. Select
    Refresh Status
     once you send the calculation to E-Filing Manager successfully to update the status.
    The E-Filing Status changes to
    Validating (Waiting on HMRC) (Test in Live)
     or
    Success submission to the Test service
    .
    note
    This process takes a little time. Select
    Refresh Status
     again to check for updates, or select
    OK
     to exit E-Filing Manager and return later.
  7. To check the status, follow Step 1.
  8. Select
    Check Status (File)
    , then
    Next
    .
    The E-Filing Status changes to either
    Success submission to the Test service
     or
    Failed (Validation)
    .

File a submission

  1. Open E-Filing Manager and select the filing you want to view, then select
    Next
    .
  2. Select
    File
     on the
    Actions
     tab.
  3. Select
    Next
    , then proceed to file the form.
  4. Check status
  5. Open the E-Filing Manager, then select Filing.
  6. Select
    Next
    , then select
    Check Status (File)
    .
  7. Select
    Next
     to view the status.
    note
    This follows the same process when you send a test submission.

XBRL tags

ONESOURCE Corporate Tax automatically tags any notes included in the calculation. However, HMRC has a limit on the number of notes you can tag.
The XBRL taxonomy divides the tags for a calculation into several broad functional areas. These include trading income, property income, or chargeable gains. Each of these areas is referred to as a hypercube. HMRC limits the number of tags in each hypercube to 40.
If you exceed 40 notes within a hypercube, ONESOURCE will automatically tag the first 40. It leaves the others untagged to ensure the calculation can successfully file to HMRC. For notes that aren't tagged, the system submits the note to HMRC as part of the HTML calculation.