Amending a tax return

The method of submitting an amended tax return is different for Self-Assessment returns and for Corporation tax returns, notes for both are included below

Where you have not attached the accounts from Taxfiler, please ignore the sections on ‘Removing the accounts from the CT600 tax return’, and ‘Re-attaching the accounts to the CT600 tax return’.

You will be able to file an amended CT600 tax return when you have not prepared the original return in Taxfiler, you will need to complete the tax return in Taxfiler first, manually entering the values and follow the instructions for ‘Advising HMRC the return is amended’.

Amending a CT600 tax return:

To amend a CT600 and resend when an acceptance has been received by HMRC.

Please take a copy of the acceptance response from HMRC before amending the return – this can be found when you click on the tab for Review & File

  • Cancel the current submission via the Review & File tab,
  • Select the amend this return button
  • Place a tick in the box to ‘Confirm you wish to remove this response and amend the Tax Return’, and select the ‘confirm’ button
  • Select the Data Input tab
  • Select the appropriate data sheet in order to make the adjustments required

Removing the accounts from the CT600 tax return:

  • If you need to amend the accounts, remove the previously attached accounts from the Data Input screen
  • Select the accounts, and click on the Delete section button
  • Confirm the deletion, by clicking on the Delete button,
  • there should now be no accounts displayed on the data input screen

Amending the accounts:

  • Quick access to these accounts, via the Client/case details tab, and Click on Goto client
  • Then select the Accounts tab.
  • Open the accounts for the appropriate period, make the required changes and save them.

Re-attaching the accounts to the CT600 tax return:

  • Re-attach the accounts via the Check & File tab
  • Select the re-attach button
  • Select Attach accounts to the return button
  • Select Update amounts to Tax Return button
  • You will now be returned to the tax return module, Trade Summary tab with the option to amend and save changes.

Advising HMRC the return is amended:

  • Once you have completed the return and it is ready to be filed as an amendment, you will need to update the return to advise HMRC that an amended return is being submitted
  • Go to the Company information data sheet and activate the tick box ‘Is this an amended return?’
  • Select the Review & File tab and continue with the submission process.
  • To confirm that you have activated the ‘amended tick,’ look to the left of where the IRmark has been generated ‘Amended return’ will show before the IRmark.

Removing the amended notification on a CT600 tax return:

  • Cancel the current submission via the Review & File tab, by clicking on the cancel this submission and unlock the return/remove IRmark
  • Follow the onscreen prompts back to the first page on the Review & File tab where it displays the message ‘HMRC validation checks have been completed successfully.‘ 
  • Select the Data Input tab
  • To remove the amended status, you need to go to the Company information data sheet and untick ‘Is this an amended return?’ 
  • Select Save changes
  • Once the return is completed, click on Review & File tab and continue through the submission process

Amended Accounts for Companies House

Unlike HMRC, Companies House does not allow for electronic re-submission and so all amended accounts have to be submitted by paper.
You can download the ‘amended’ accounts from our software and follow the guidelines pasted below: 
Companies House have provided some information on how to provide these amended accounts:

https://www.gov.uk/annual-accounts/corrections-and-amendments

Amending a SA100 tax return:

  • Select the tax return that you wish to amend.
  • Cancel the current submission via the Review & File tab, by clicking on the amend this return button
  • Confirm that you wish to amend the return
  • Tick the box to confirm and then select confirm button
  • This returns you to the Data Input tab where you can make any changes required, by selecting the appropriate data input sheet or select + Add a new section in order to include a new section
  • Once the amended return is ready to be submitted select the Review & File tab where it displays the message ‘HMRC validation checks have been completed successfully.‘ 
  • You will need to update the return to advise HMRC that an amended return is being submitted
  • Tick the box ‘Tick if this is an amendment to a previous filing’ at the bottom of the data sheet under filing options in the Review & File tab
  • Select Prepare for filing button
  • To confirm that you have activated the ‘amended tick,’ look to the left of where the IRmark has been generated, ‘Amended return’ will show before the IRmark

Removing the amended notification on a SA100 tax return:

  • Cancel the current submission via the Review & File tab, by clicking on the cancel this submission and unlock the return/remove Irmark
  • Confirm that you wish to amend the return
  • Tick the box to confirm and then select confirm button
  • This returns you to the Data Input tab where you can make any changes required.
  • Once the return is ready to be submitted select the Review & File tab where it displays the message ‘HMRC validation checks have been completed successfully.‘ 
  • Remove the tick in the box ‘Tick if this is an amendment to a previous filing’.
  • Select the Data Input tab if there are further adjustments to be made to the return.
  • Once the return is completed, click on Review & File tab and continue through the submission process

Unlocking a rejected return

  • To unlock a rejected return, go to the Review & file tab
  • Click on Cancel this submission
  • Confirm that you wish to cancel the submission
  • Return to the data input tab, here you will be able to see the status of the return. If the status is locked then no data changes will be possible, you will need to unlock the return in order to make changes.