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:

Click the Import button in the Profit & Loss or Balance Sheet section of the form
If you have imported before, you will see a New Import button — click it to start fresh
Upload your corrected file and review the category mappings
Click Use this mapping to overwrite the existing values

ℹ 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

There is no single "reset all" button, but you can effectively start over by:

Editing each field individually and clearing the values, or
Re-importing your trial balance with the correct mappings (this overwrites all imported fields at once)

Either approach lets you get back to a clean state without losing your company setup or filing period.

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.

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