System

Abacus Enterprise Workflow

Personal Tax

PRT

Authorised Investment Fund

Corporation Tax

Group Module

Investment Trust

Life

Hotline

Pack development

P11D

Partnership Tax

Partnership Gains

Tracker

Administrator

Irish Corporation Tax

Abacus+

Hong Kong Profits Tax

Abacus Enterprise Workflow

Abacus+ v2

PCS Client Manager

VAT

System Lite

Corporation Tax Lite

Select from the following topics:

Introduction | Creating a new template | Selecting a custom template

Introduction

The Taxpack comes with its own standard template which consists of the following sheets:

Cover sheet
Contents
Instructions
Template sheets

It is possible to create your own Taxpack template. This allows you to modify the content of the standard template as required, for example, changing the instruction sheet, or adding your own custom worksheets.

Creating a new template

A new template can be created from Tools > Taxpack > Create Template. This displays a dialogue box asking you to specify where to save the new template file. The new template file will then be automatially created and opened in Excel.

The Taxpack template is a standard Excel template file, and can be changed exactly as for any other Excel spreadsheets. However, it does contain a number of features that enable data to be loaded directly into the tax software. Please do not amend any of the following as it will prevent your Template from working correctly:

Do not amend any existing Excel Sheet names
Do not amend any existing Excel Cell names
Do not amend anything on the hidden system sheets

Note also that you should not overwrite or amend the standard Taxpack template. Any future changes to the standard Taxpack template will require you to create a new custom template and copy your changes across (see below).

Updating a custom template

After each release of a new version of the Tax application, it is likely that the standard template files have been updated. Changes will have been made in order to add new functionality, and also resolve any problems with the earlier versions. In order to make full use of this new functionality you will need to update any custom templates which you currently use to export Taxpack files. You will get an error on export if you attempt to use an out-of-date template file.

Here are some guidelines on how to update you custom templates:

Create a new template (as above).
Open the new template file and also the custom template file in the same Excel application.
Any schedules which you have amended (i.e. Cover Page, Instructions) in the old custom template should then be removed from the new template file by right-clicking on the sheet name, and selecting Delete.
From within the old custom template, you can move any schedules which you have amended into the new template by right-clicking on the sheet name, and selecting Move or copy....
Finally, from within the old custom template, you can move any custom schedules which you have added to the template, into the new template by again right-clicking on the sheet name, and selecting Move or copy....
The new template workbook should now be saved.
When you next go to export, on the Export dialog, click on the Template drop-down and select the Select New Template option, and navigate to your newly created template file.

Selecting a custom template

Any custom templates created by you will be available for selection on the Export dialog. To use a custom template created by someone else go to Tools > Taxpack > Export, and click on the Template drop-down. Select the Select New Template option, and navigate to the location where the desired template file is stored.

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