Import Template - Organisations

The templates allow you to add as much or as little information as required. Fields should only be completed where relevant to the client.

Fields marked “—” should be left blank. Complete either the Limited Company fields or the Sole Trader fields as appropriate.

Providing more information at the point of import will reduce manual setup later. Where service-related fields are completed, the corresponding Smart Tasks will be created automatically.

If the minimum required information for a service is not provided, the related Smart Tasks will not be generated. For example, if VAT details are not included, VAT tasks will not be created.

In the Organisations template, two examples are provided, one for a limited company (including LLPs) and one for a sole trader. For limited companies and LLPs listed at Companies House, a valid company number must be used. In these cases, the sole trader fields should be left blank and are shown as “—” in the example.


Col Field Name Limited Company Sole Trader
A Reference REF123456 REF234567
B [LTD/LLP] Registration Number ⚡ 12345678 —
C Group Company Reg. Number 12345679 —
D Relationship (2) Client Client
E [ST/P] Name — Jane’s Sole Trading
F [ST/P] Type — SoleTrader
G [ST/P] Trading Start Date — 01/01/2023
H [ST/P] Year End — 01/01/2000
I [ST/P] Accounts Last Made Up To — 01/01/2023
J Comp. House Auth. Code ABC123 ABC123
K UTR Number UTR1234 UTR2345
L Postal Address Line 1 1 Some Street 1 Some Street
M Postal Address Line 2 Some Area Some Area
N Town Some Town Some Town
O County Some County Some County
P Postcode AB1 123 AB1 123
Q Phone 07900123123 07900123123
R Email hello@abc.co.uk hello@abc.co.uk
S Website www.abc.co.uk www.abc.co.uk
T Contact First Name John Jane
U Contact Last Name Smith Doe
V Contact Phone 7900123123 7900432432
W Contact Email john@smith.com jane@doe.com
X Registered as Tax Agent 01/01/2023 01/01/2023
Y Tax Return Last Made Up To 01/01/2023 01/01/2023
Z Tax Payment Last Made Up To 01/01/2023 01/01/2023
AA MTD IT Start From — 06/04/2026
AB MTD IT Quarters — TaxYear or Calendar
AC VAT Number 12345678 23456789
AD VAT Registered as Agent 01/01/2023 01/01/2023
AE VAT Registration Date ⚡ 01/01/2023 01/01/2023
AF VAT Quarters (3) ⚡ JanAprJulOct FebMayAugNov
AG VAT Last Made Up To 01/01/2023 01/01/2023
AH PAYE Reference PAYE1234 PAYE2345
AI PAYE Accounts Office Reference AORN1234 AORN2345
AJ PAYE Registered as Agent 01/01/2023 01/01/2023
AK Payroll Frequency ⚡ Monthly Fortnightly
AL Bookkeeping Frequency ⚡ Weekly Monthly
AM Engagement Signed 01/01/2023 01/01/2023
AN Last AML RA 01/01/2023 01/01/2023
AO AML Risk Level Medium Low
AP Partner user@myaccount.com user@myaccount.com
AQ Account Manager user@myaccount.com user@myaccount.com
AR Notes Example notes Example notes
AS–BB Custom Fields 1-10 — —

Notes

  1. This symbol ⚡indicates minimum required information to activate a Smart Task.
  2. Options are Client or Prospect.
  3. VAT quarters can be imported with or without "/" : "JanAprJulOct” or “Jan/Apr/Jul/Oct”. These are the quarter month ends.