Alphatax Export

This help article goes through how to run the Alphatax Export and how to import it into Alphatax.

Exporting from Silverfin:

Step 1 Within your Silverfin file select actions > download data

Step 2 Select the download file SF AP Alphatax Export (Non-Rural)

Step 3 Open the document from the bottom of your screen

Step 4 Press file and save as and save to a draft location (to delete once imported) ready for import

NOTE: Make sure the file from Silverfin is saved as an .xlsx file and the tab with figures is named “Alphatax” otherwise the import will not work

Importing to Alphatax:

Step 1 Open the relevant company and accounting period

Step 2 Click File/Import/Accounts Integration and then select the template name “Johnston Carmichael Silverfin”, then click OK

Step 3 To import the TB from Silverfin, click on “Load” on the following screen and locate the relevant file and once you see the following view, click on “Import”

Step 4 If t is a new company then the following box will appear, click Yes

Step 5 The following box will appear, click OK

Step 6 You will then be able to see the figures within the Profit & Loss Account section as below:

Step 7 Please self review and check that the import has worked and that there are no “unreconciled amount” within the P & L sections, please also review the DPL in the additional e-filing disclosures. If there are any issues please use the feedback document which is linked at the top of this page. 

Importing multiple times to Alphatax:

If you have already exported to Alphatax and there has since been a change to the accounts you can delete the previous export within Alphatax and then re-import by following the below steps:

Step 1 select on accounts integration 

Step 2 Right click on the import there is an option to delete 

Step 3 Follow 'Importing to Alphatax' steps 1 - 7 again 

NOTE: If there is anything in this help article that needs updated please get in touch with the Silverfin Experts.