Data Import Feature for SA Products

Andica Self Assessment Software for Individuals (SA100), Partnerships (SA800) and Trust and Estates (SA900) provide feature to Import data from previous tax year to the current tax year.

Customers can import the data through the software if the upgradation of the software is done on the same computer

Data Import function for Self Assessment tax returns Software are subject to guidelines provided and limited to the previous tax year records only.

Andica Self Assessment Data Import Feature

If you have installed and activated the current (based on the tax year), you can import static data from the previous tax year version as described in the ‘Data Import’ section of the User Guide.

Data cannot be restored from the previous version to the current version.

Software also provides an additional feature for Importing Forms, Data and values from previous year, and it works as described in the user guide.

Data Files:

To import previous tax year’s data, the import routine requires a full set of previous year’s data files (MDB and all XML files) to be on the same computer and in the exact path (drive letter and folders) they were in that version.

Recreate New Records:

In some cases, where you only have a few records to import, it will be easier and quicker to recreate new and re-enter new data.

Data Import:

SA100 Self Assessment Software

1. To import and create record with static data such as Tax payer's name, address, UTR, etc., select 'Tools' - 'Imports' - 'Tax year 2022-23 data' from the menu bar.
2. Default data file location for SA100 Self Assessment software 2022-23 (version 2023) is: 'C:\Users\Public\Documents\Andica\Andica SA100 Pro 2023\' (if you are using Windows 8 or 10 or 11)
3. In the data import screen, browse to this location.

(Also refer Common notes below)

SA800 Partnership Software

1. To import and create record with static data such as partnership's name, address, UTR, etc., select 'Tools' - 'Imports' - 'Tax year 2022-23 data' from the menu bar.
2. Default data file location for SA800 Partnership software 2022-223 (version 2023) is: 'C:\Users\Public\Documents\Andica\Andica SA800 Partnership 2023\' (if you are using Windows 8 or 10 or 11)
3. In the data import screen, browse to this location.

(Also refer Common notes below)

SA900 Trust and Estate Software

1. To import and create record with static data such as Trust's name, address, UTR, etc., select 'Tools' - 'Imports' - 'Tax year 2022-23 data' from the menu bar.
2. Default data file location for SA900 Trust & Estate software 2022-23 (version 2023) is 'C:\Users\Public\Documents\Andica\Andica SA900 Trust 2023\' (if you are using Windows 8 or 10 or 11)
3. In the data import screen, browse to this location.

(Also refer Common notes below)

Common Notes:

You will only be able to import records up to the number of software licence you have purchased.

If you have already created a Taxpayer/Partnership/Trust record, you cannot now try to import the static data from the previous tax year for the same Taxpayer/Partnership/Trust record.

You can now use the option to import 'Forms, Data and values from last year' as described in the guide, this is an optional feature and only works as described in the user guide.