You can make use of our CSV data import facility that allows the import of client static information. More information and a blank template can be found here: https://taxfiler.co.uk/support/import-clients-from-a-csv-file/. This option is included with all our packages at no extra cost.

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We don’t have the ability to convert tax return data from other tax software suppliers.

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Please also note that any data conversion utility will not convert all the data as all data is held and processed differently. The only system that should be used for any HMRC investigations is the system you filed the return from.