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Adding a PDF to a Corporation Tax submission

Once you have locked your submission, assembled it and uploaded it to Caseware Cloud, you will have the option to attach any relevant PDFs:

1. Select the button to Upload PDFs:

 

2. Use the area at the bottom of the dialogue to drag-and-drop or browse for the PDF:

 

If PDF accounts or other document attachment are required, the relevant line will appear in red and include the number of PDFs required.

Hover over the information icon to confirm the document(s) required:

 

3. Choose the type of PDF that you are uploading (this will default to Other PDF, if Accounts and Amendment PDFs are not required):

 

PDF Types

  • Other PDF – This option is for any other PDF required by the CT Wizard, a list of these PDFs would
    have been provided in the information tooltip (as shown above).
  • Accounts PDF – This option is for you to upload a PDF version of the accounts, if you choose not to
    provide a version of the accounts as an XBRL. The option will only be available if a set of Accounts
    PDF is required, and that there has not been a PDF uploaded for this option.
  • Amendment PDF – This option is for you to amend a previously submitted PDF for this period. This option is only available for an amended submission.

4. If you have uploaded a PDF in error, you have the option to remove it:

 

5. Once you have uploaded the required PDFs, select Continue to confirm:

 

For further guidance on Corporation Tax submissions, please see our CT Submissions guide.

  • Related template: Corporation Tax
  • Software platform: Working Papers 2022, Working Papers 2023