Entering Your Figures Without a Trial Balance

TinyTax does not require a trial balance. You can enter your figures directly from your completed accounts — just type them into the form fields.

How to Enter Your Figures

The TinyTax submission form has separate sections for:

• Profit & Loss — turnover, cost of sales, expenses, and other income
• Balance Sheet — assets, liabilities, and equity at your year end

Simply enter the figures from your completed accounts into the corresponding fields. There is no need to import anything.

What Is the Trial Balance Import?

The Import button on the submission form lets you upload a trial balance export from accounting software such as Xero, Sage, QuickBooks, or FreeAgent. TinyTax will attempt to map the accounts automatically to the correct form fields.

It is an optional shortcut — useful if you are working from a raw trial balance rather than a finalised set of accounts. If you already have completed accounts, you do not need it.

Common Questions

My accountant has given me completed accounts — can I use those?

Yes. Read the figures from your accounts and enter them directly into the P&L and Balance Sheet sections of the form. This is the most straightforward approach.

What figures do I need from my completed accounts?

Typical items to look for:

• Profit & Loss: Turnover, cost of sales (if applicable), administrative expenses, interest payable, profit (or loss) before tax
• Balance Sheet: Fixed assets, debtors, cash and bank, creditors due within one year, creditors due after more than one year, share capital, retained earnings

Can I import a trial balance later if I start with manual entry?

Yes. You can click the Import button at any time during your filing. The import will overwrite any manually entered figures with the mapped trial balance data, so you can switch approaches if you prefer.

Does TinyTax support both micro-entity and small company accounts?

Yes. TinyTax supports both micro-entity accounts (FRS 105) and small company accounts (FRS 102 Section 1A). The form adapts based on your company size and type — you just enter your figures in either case.