File your Corporation Tax return using Workpapers in QuickBooks Online Accountant

Important: You can prepare annual accounts in QuickBooks even if the accounting period is longer than 365 days. This means you can file Corporation Tax returns for extended periods. However, QuickBooks still doesn’t support accounts with year ends on or before 1 April 2023. For these, you’ll need to use another method.

1. Sign in to QuickBooks Online Accountant as a primary admin.
2. Go to Clients and select Client list (Take me there).
   Note: If you are using the old experience, select Clients.
3. Select the QuickBooks icon next to the client name to open the client company.
4. Go to All Apps , select Accounting, then select Workpapers.
5. Select Start return in Pro Tax. QuickBooks will automatically pull your mapped tax data from Workpapers. You have the option to Start a blank return if you'd like to enter data manually.
6. Select the client from Client ▼ dropdown.
7. Check and update the dates in the Year start and Year end fields.
8. Check and update the return name in the Return name.
9. Select Continue.

1. Go to Forms tab.
2. Select the Data input tab.
3. Select CTComputation form.
4. Enter your tax reference number.
5. Select the start and end dates for the accounting period, as well as the return period.
6. Enter the required data in the fields on the form. Blue bar fields have a calculated amount or value, or a value that is carried from another field. The tax preparer can decide whether to override this.
7. Review the entry fields on the CT600 form individually for accuracy.
8. Select the PDF form tab. This includes a form identical to the HMRC requirement which you can use to review your CT600 form before filing with HMRC.

The next step is to review the audit checklist. This is an essential resource that you can use to identify potential errors on your return before you submit it to HMRC.

1. Select Auditor tab. You'll see a list of potential problems and warnings that could slow down the processing of the corporation's income tax return.
2. Select the error message to find out what part of the form is prompting the warning or error.

The auditor's notifications include:

• Issues: Tells you how to fix the error. You need to fix the issue or get permission before filing.
• Warnings: Should be reviewed for any missing information, which can slow down the approval process.
• Sign-offs: Places a check mark next to each Issue, Warning or Notice to show where the issue is.
• Overrides: Notifies you if any changes made by you or another user have been overridden.

If you’re submitting to HMRC:

1. Select HMRC from the EFILE ▼ dropdown.
2. Select Transmit.
3. Enter Government Gateway ID and Password.
4. When you're ready, select Continue.
5. Select the document you wish to submit.
6. Select Next.
7. Select Submit.

If you’re submitting to Companies House:

1. Select Companies House from the EFILE ▼ dropdown.
2. Enter Presenter ID, Presenter Authentication Code and Company Authentication Code.
3. When you're ready, select Continue.
4. Select the document you wish to submit.
5. Select Submit.