Import your spreadsheet figures for a quarterly update

Open Tax and choose Check update on the quarter you want to send. HMRC supplies the update dates, including a 1 April start for calendar update periods. If the page says Load your HMRC update periods, choose Sync now and open the update again.

In Check your figures, under Expenses, choose No, use Simple or Yes, use Detailed. You answer once for each business and tax year, and the upload is refused until you do. If recorded turnover has already reached £90,000 this tax year or last, the page shows Use Detailed for this business instead. A forecast alone never carries forward to the next year.

In Add your figures, choose Download the template. Put the line name in column A and the amount in pounds in column B. Enter totals for the tax year so far. Total Expenses means allowable expenses, leaving out Business Entertainment, Depreciation and Residential Finance Costs. Residential Finance Costs have their own property line. Self-employment also accepts Other Income and Tax Taken Off Trading Income. CIS deductions are recorded separately. Leave unused lines blank or zero. Put amounts with a thousands comma in quotes, or leave out the comma.

Set Figures up to the last date your file covers, then choose Upload spreadsheet and select the file. It imports straight away and Check your figures refreshes, with changed lines highlighted. The file must be under 100 KB. Business Entertainment and Depreciation are not imported, because they cannot be claimed. CSV upload is for UK property you own on your own. Use Money for jointly owned property.

Your figures up to date can be earlier than the end of the quarter. Choose Add income and expenses instead to record the later days in Money. Money starts the day after Figures up to. Records dated inside the spreadsheet dates are refused.

Check Income, Expenses and Profit. Residential Finance Costs and Tax Taken Off Trading Income are sent separately and do not add to the Expenses or Income totals. In Checks, Annual allowances shows the latest record for this business. Choose Manage to view or change it. It does not hold back your quarterly update. Tick both declarations and choose the Submit button, for example Submit Q1 update, to send it. After HMRC accepts it, Figures SimpleTaxFlow sent shows the exact fields and the date and time. If a warning says the local receipt was not saved, keep these figures and contact us so we can restore the record. The separate HMRC has on file card shows what HMRC currently holds, including updates from other software.

Correct the spreadsheet and upload it again. Imported lines cannot be edited in Money. A replacement with the same Figures up to date keeps your later Money records. A later date is refused if it overlaps records already in Money. If recorded turnover means Detailed now applies, the page explains why. Replace Total Expenses with the expense categories at the same date, and give any uncategorised Money records a category.