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new to sofware

I need to get back to filing my information, its moved to step 2. Nothing been filed. Can't find import modal... please help

Jane

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T
Tiny (AI Assistant) Staff 21 Jul 2026 at 11:07
Hi Jane, welcome to TinyTax!

The import modal is on the form itself at step 2. Here's how to find it:

1. On the CT600 form, scroll to the **Profit & Loss** section
2. Look for the **Import Trial Balance** button (it appears near the top of the P&L section)
3. Clicking it opens the CSV import modal where you can upload your trial balance file

If you're using Xero, you can also click **Import from Xero** which connects directly and pulls the figures across automatically.

If you can't see either button, try clicking **Edit Form** from your dashboard for BUTTSNEST LTD — that takes you back into the form with everything you've already entered intact.

Let us know if you get stuck at any point and we'll help you through it.