How to Edit or Correct a Draft Filing | TinyTax Support

How to Edit or Correct a Draft Filing

TinyTax automatically saves your progress as you work, so you can return to a draft at any time and correct or update any figures — there is no need to start over from scratch.

Returning to a Draft

From your dashboard, find the company row and click:

Select the filing type (CT600 or Accounts) to return to the form with all your saved data.


Editing Individual Fields

All fields on the submission form are editable. Simply click on any field, clear the existing value, and type your corrected figure. Changes save automatically as you type.

If only a few figures are wrong, editing individual fields is the quickest approach.


Re-importing a Trial Balance (to Remap Categories)

If you used the trial balance import and want to re-map your categories or upload corrected figures:

  1. Click the Import button in the Profit & Loss or Balance Sheet section of the form
  2. If you have imported before, you will see a New Import button — click it to start fresh
  3. Upload your corrected file and review the category mappings
  4. Click Use this mapping to overwrite the existing values
Re-importing overwrites all fields that were populated by the previous import. Any values you entered manually (not via import) are not affected.


Starting Completely Fresh — Delete Draft

If you would rather wipe the filing entirely and start from a blank form — for example after several manual edits and imports have left the figures in a state you no longer trust — you can delete the whole draft, provided nothing has been submitted to HMRC or Companies House yet:

  1. Go to your dashboard
  2. Find the row for the period you want to clear and click the File ▾ dropdown for it
  3. Choose Delete Draft
  4. Confirm in the dialogue that appears
This permanently removes every figure and generated document for that filing session. Removing and re-adding the company does not do this — the company reconnects to the same record and your previously entered figures come back, which is why that approach does not clear anything. Delete Draft removes the filing session itself, not just the company link.

Delete Draft only appears for a true draft — one where neither the CT600 nor the Accounts has been submitted yet. If either has already gone to HMRC or Companies House, the option will not show; contact us instead.

After deleting, click Start Filing for that period again to begin from a completely blank form.

If your accounting period is longer than 12 months, TinyTax automatically splits it into two filings behind the scenes. Deleting the draft clears both halves together — you do not need to delete each one separately.


Common Questions

Will editing my draft affect a submitted filing?

No. Changes to the form only affect the current draft. Any filing you have already submitted to HMRC or Companies House is unaffected.

Can I change the company type (trading / dormant) after entering figures?

Yes — the company type selector is at the top of the form. Changing it will update which fields are shown. Figures you have already entered may need to be reviewed after switching.

What if my balance sheet does not balance?

TinyTax will alert you on the preview page if the balance sheet does not balance. The most common cause is a missing or incorrectly entered figure — check your retained earnings and net assets figures against your accounts.

Was this guide helpful?