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Help guides

Guides, tips and tricks on all things MTDsorted and digital tax.

Transactions

Do I need a template to upload transactions?

We don't have a specific template for transaction uploads, you can use your existing system to export your transactions to a CSV file.  

How do I convert my Excel spreadsheet to a CSV file?

Once exported, we'll allow you to pick which field maps in your CSV file to which field in MTDsorted. Our system is flexible, so you won't need a specific template. 

How can I import my existing transactions?

Posted 1 week ago
Last updated 1 week ago