Andica SA software provides a data import feature to import static data from previous tax year. Software also provides an additional feature for Importing Forms, Data and values from last year, this is an optional feature.
In some cases, where you only have a few records to import, it will be easier and quicker to recreate new record and re-enter new data.
Once you log into the software, it will display a list of the tax years you have purchased under the dropdown for 'Tax Year'. Select the appropriate tax year from the dropdown.
To import data from the previous tax year:
SA100 Self Assessment Software
- From the vertical menu bar, navigate to ‘Tools’ -> ‘Data Imports’ -> ‘Andica Cloud Application’-> ‘Previous Tax Year Data’.
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The software will display List of Tax Payers.
Select the Tax payer record(s) that you want to import by placing the tick against the relevant Tax payer record.
To import all the records, click on ‘Select All’ button.
- Click ‘Next’. If required, tick the relevant options for importing Forms, data and values from last year.
- Click 'OK'
Example
Once you log into the software, it will display the list of the tax years you have purchased under the dropdown for ‘Tax year’.
To access the forms for the tax year 2024-25, select ‘2024-25’ from the dropdown.
To import the data from previous tax year, you can do the following:
- From the vertical Menu bar, go to ‘Tools’ -> ‘Data Imports’ -> ‘Andica Cloud Application’ – ‘Tax Year 2023-24’.
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The software will display List of Tax Payers. Select the Tax payer record(s) that you want to import by placing the tick against the relevant Tax payer record.
To import all the records, you can click on 'Select All' button.
- CClick ‘Next’. If required, tick the relevant options for importing Forms, data and values from last year.
- Click 'OK'
Note-You will only be able to import records up to the number of software licence you have purchased.
SA800 Partnership Software
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From the vertical menu bar, navigate to ‘Tools’ -> ‘Data Imports’-> ‘Andica Cloud Application’-> ‘Previous Tax Year Data’.
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The software will display List of Partnership records.
Select the Partnership record(s) that you want to import by placing the tick against the relevant Partnership record.
To import all the records, you can click on ‘Select All’ button.
-
Click ‘Next’. If required, tick the relevant options for importing Forms, data and values from last year.
-
Click 'OK'
Example
Once you log into the software, it will display the list of the tax years you have purchased under the dropdown for ‘Tax year’.
To access the forms for the tax year 2024-25, select ‘2024-25’ from the dropdown.
To import the data from previous tax year, you can do the following:
-
From the vertical Menu bar, go to ‘Tools’ -> ‘Data Imports’ -> ‘Andica Cloud Application’- ‘Tax Year 2023-24’.
-
The software will display List of Partnership records. Select the Partnership record(s) that you want to import by placing the tick against the relevant Partnership record. To import all the records, you can click on ‘Select All’ button.
-
Click ‘Next’. If required, tick the relevant options for importing Forms, data and values from last year.
- Click 'OK'
Note-You will only be able to import records up to the number of software licence you have purchased.
SA900 Trust and Estate Software
-
From the vertical menu bar, navigate to ‘Tools’ -> ‘Data Imports’ -> ‘Andica Cloud Application’-> ‘Previous Tax Year Data’.
-
The software will display List of Trust records.
Select the Trust record(s) that you want to import by placing the tick against the relevant Trust record.
To import all the records, you can click on ‘Select All’ button.
- Click ‘Next’. If required, tick the relevant options for importing Forms, data and values from last year.
- Click 'OK'
Example
-
From the vertical Menu bar, go to ‘Tools’ -> ‘Data Imports’ -> ‘Andica Cloud Application’- ‘Tax Year 2023-24’.
-
The software will display List of Trust records.
Select the Trust record(s) that you want to import by placing the tick against the relevant Trust record.
To import all the records, you can click on ‘Select All’ button.
-
Click ‘Next’. If required, tick the relevant options for importing Forms, data and values from last year.
- Click 'OK'
Note-You will only be able to import records up to the number of software licence you have purchased.