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MAKING TAX DIGITAL

The export routine produces data in a date range and that agree with the VAT figures that are generated in Assisi in the same date range. For information on how to import the files into your accounts package once they have been generated, please refer to the relevant product information.

The figures generated are total figures for all branches.

Exports for Sage and Xero and QuickBooks (User Permissions

  • Transfer Figures to Sage

  • Transfer Figures to Xero

  • Transfer Figures to QuickBooks

To Transfer the Figures

  1. Click Transactions on the Assisi Desktop.

  2. Carry out a Transaction Audit before transferring any figures. If any conflicts show up, contact Support to correct them before continuing.

  3. Click Making Tax Digital and click on the relevant export option for your own accounting package.

Transfer to Sage

Transfer to Xero

Transfer to QuickBooks

  1. Check that the default Nominal account codes are correct for your accounting package where applicable.

  2. Set the Start and End Dates.

  3. Check the Include Payments setting.

  4. Check the Branch setting for Sage Exports.

  5. Click to confirm that Assisi has been audit checked and shown no errors.

  6. Click Generate Figures.

  7. You will be prompted to confirm where the files are to be saved and click OK.