Errors

Unable to import Sole Trades or Partnerships from Accounts Production Advanced into Personal Tax

To import client accounts data from Accounts Production Advanced to Personal Tax:
  • the entity must be created in both applications and integrated with Practice Management, and
  • The Accounting Period dates for the client in both application must match exactly.
This article will help you to overcome some common problems that can prevent you from importing sole trades and partnerships data from Accounts Production Advanced to Personal Tax. If you can't resolve your issue using this article or if you have any questions, please contact our Customer Support Team.

Check the Integration button icon is green in both applications

  1. Open the client in Accounts Production Advanced. Check that the
    Integration
     button at the bottom left has a circle icon displayed in green.
  2. Open the client in Personal Tax. Check that the
    Integration
     icon at the bottom right is displayed in green.

Integration button icon is red or grey in Accounts Production Advanced – share clients

  1. If the circle icon on the
    Integration
     button is red or grey, then you will need to share the client. Close the client, then select the
    Integration
     button and
    Share Clients
     from the pop-up menu.
  2. In the Select Clients to Share dialog box, select the
    check box
     next to the client, then the
    OK
     button.
  3. The Share Clients Wizard is displayed. Select the
    Next
     button until you reach the end, then the
    Finish
     button.
  4. If the Resolve Potential Matches dialog is displayed, select the appropriate
    check boxes
     to match clients, then the
    OK
    button.
  5. When the Client Sharing Complete message is displayed, select the
    Close
     button.  (The next time you open the client in Accounts Production Advanced, the
    Integration
     button should have a circle icon displayed in green.)

Integration icon is red or grey in Personal Tax – share clients

  1. Close all clients, then select
    File
     and
    Share Clients
     from the main menu.

Integration button is green but import fails – check Accounting Periods

  1. Open the client in Accounts Production Advanced. In the
    Summary
     tab, make a note of the Accounting Periods on the right.
  2. Open the client in Personal Tax. In the Information Explorer pane, expand the folders to view the contents of the
    Accounts
     folder. Check that the
    Accounting Period
    dates match those you noted in Accounts Production Advanced.

Check for duplication of clients in Practice Management

You might be prevented from importing data into Personal Tax if the clients in Accounts Production Advanced and Personal Tax link to duplicated clients in Practice Management. The following steps explain how to check if there are duplicate clients.
  1. Open up the client in Accounts Production Advanced and select the blue
    General
     link.
  2. in the General dialog box, select the
    Edit
     button to view the link to the Practice Management record.
  3. The linked client record is displayed in Practice Management. Make a note of the
    Client code
    , then select the
    Save and Close
     button.
  4. Open the client in Personal Tax and select the blue
    Client Details
     link.
  5. In the Client Details dialog box, select the
    Edit
    button.
  6. Practice Management opens and the linked record is displayed. Check that the client code is the same as the one you noted in the client record linked to Accounts Production Advanced.

How to deal with duplication of clients in Practice Management

If you've found two duplicated clients in Practice Management, you will need to break the integration link to one of them.
  1. Open Practice Management, right-click on one of the duplicated clients and select
    Delete.
    note
    When you view a list of clients in Practice Management it will not be clear which application (Accounts Production Advanced or Personal Tax) the duplicated client is linked to.To establish this, you need to open the client in Accounts Production Advanced or Personal Tax, view the client details and select the
    Edit
     button to open Practice Management. Now make a note of the client client, close both applications and reopen Practice Management to locate the client by matching the code.
  2. Open Accounts Production Advanced and select the
    Integration
     button, then
    Share Clients
    .
  3. Follow the steps in the Share Clients Wizard. When you reach the Resolve Potential Matches dialog box, select the appropriate check boxes to match the client details (instead of creating a new client in Practice Management).

Integration of sole trade clients

For sole trade clients the Accounts Production Advanced record should link to the sole trade in Practice Management while the Personal Tax record should link to the proprietor. You can check this by carrying out the following steps.
  1. Open the sole trade in Accounts Production Advanced.
  2. Select the blue
    General
     link.
  3. In the General dialog box, select the
    Edit
     button.
  4. Practice Management opens and displays the sole trade's record. Select the
    proprietor's name link.
  5. Check the
    Code
    in the proprietor's details to verify that this client record is the same as the record linked to from Personal Tax.

This article applies to:

  • Product: Digita Accounts Production Advanced