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AI-Powered Trial Balance Import

Upload your trial balance and let AI map it to CT600 fields automatically

Why Use This Feature?

Saves 30+ minutes per submission
Supports CSV, Excel, and pasted data
AI learns from your mappings
Handles multiple formats automatically
Persistent cache for repeat clients

How It Works

1

Upload your trial balance CSV/Excel file or paste the data

2

AI automatically identifies accounts and maps to form fields

3

Review and adjust mappings if needed

4

TinyTax remembers your preferences for next time

5

Submit with confidence - all calculations verified

Who Benefits?

For Accountants

Process multiple clients faster. The AI learns your naming conventions and gets smarter with each submission.

For Business Owners

Export from your accounting software (Xero, QuickBooks, FreeAgent) and upload directly. No manual data entry.

For Bookkeepers

Standardise your workflow. Same format works for all your clients once mappings are cached.

Frequently Asked Questions

What file formats are supported?

TinyTax supports CSV and Excel (.xlsx) files. You can also copy and paste trial balance data directly from your accounting software.

How accurate is the AI mapping?

The AI achieves 95%+ accuracy on first import and improves with each use as it learns your account naming conventions. You can always review and adjust mappings before submission.

Does it work with my accounting software?

Yes! Export your trial balance from any UK accounting software (Xero, QuickBooks, FreeAgent, Sage, etc.) and import it directly. The AI adapts to different formats.

Is the mapping saved for next time?

Absolutely. TinyTax caches your mappings so repeat submissions for the same client are even faster. The system remembers your preferences.

Ready to Get Started?

Join hundreds of UK micro-entities using TinyTax to file CT600 and accounts

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