Generating iXBRL accounts

After you've completed your accounts and you're are happy with how they are presented, follow the below steps:

1. Click  Pages, then click Selection and click your print selection then click Print.
2. Once you have printed your set of accounts, you need to to generate your iXBRL. To do this, click Pages and click Selection.
3. If you're based in the UK,  click and highlight option 98, 98A or 98B or, if you're based in Ireland, highlight 1,2, or 3. 
4. Click iXBRL.
5. On the validation window for iXBRL ensure all options are ticked green, then click Next.
6. The next window give you the opportunity  to make sure your dates are correct prior to generating iXBRL, once you're happy, click Next.
7. Your company information window appears,  this is used to apply XBRL tags to your accounts but it will not affect the face of your accounts. the information shown can be found in your database under Company Information, click Next.
8. You’re now ready to launch into Sage Assisted Tagging, click Generate.
9. Follow the wizard through steps 1-6.
   TIP: For further details about each section press F1 on your keyboard or in the bottom left hand you will see a help section. Left click on these links to view help videos and further support.  
10. As a default your iXBRL file is saved as a .html in your default data location, but you can opt to save elsewhere if required, then click Save.
11. You can now close Sage Assisted tagging, your iXBRL accounts are ready to attach to your corporation tax return.

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