What this guide covers
Filing keeps the figures sent to HMRC together with their timestamps and references, giving you a durable audit trail.
1. Open the correct tax year
Use the tax-year selector in Filing before reviewing history. Confirm the business and period so you do not compare submissions from different obligations.
Open Filing2. Open an accepted submission
Submission history shows the period, status, submitted time, and HMRC reference. Open a row to inspect the income, allowable expenses, disallowed amounts, and net figure that were sent.
View submission history3. Download the evidence
Keep the submission receipt or export with the underlying cashbook evidence. This is useful for your own records, support queries, and accountant review.
Read the export guide4. Compare before amending
When records changed after submission, compare the proposed figures with the accepted version. Submit an amendment only after checking the reason and the affected period; the previous version remains visible in the history.
Prepare a reviewed updateBefore you move on
- The correct tax year, business, and period are selected
- HMRC status and reference are visible for accepted submissions
- Receipts or exports are retained with the supporting records
- Any amendment has been compared with the previous version
Put the guide into practice.
Open the relevant workspace and complete the next step with this guide available in another tab.
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