1. In your Report tracker (Agency > Reports > DAC7 report), click the down arrow in the Status column, directly next to where it says Approved.
- From the drop-down menu select Revert.
- A pop-up will come up with instructions and an explanation what needs to be done next.
Read the instructions, add a description and click Download.
The new report will be automatically saved to your computer's Downloads folder.
In the report tracker a new entry will be added. The Report type will show Reversal report.
- Upload the newly created report to the HMRC portal like you did with the original report.
Please note:
Make sure, you are uploading the lastest report. If you have created several reports, check the last three digits of the report name. The higher the number, the newer is the report.
Upload the report with the highest number.
- Mark the reversal report as approved in the report tracker by selecting HMRC approved from the drop-down menu in the Status column.
- Click Confirm in the pop-up.
- Add a description, if required, by clicking the pencil icon in the Description column.
- When the description has been added click the green tick to save it.
Should you decide not to add a description, simply click the cross and no description will be saved.
You are now back to the start and have a blank canvass to upload a newly created, report.
If your reversal report upload is not successful and an error is shown on the HMRC website, please email our support team on mailto:[email protected], quote the error and we can investigate for you.