DAC7: How to run a corrections report

How to Download and View the DAC7 Trial Excel File

1. Navigate to the Owners Section
   Go to your account dashboard, and under the Owners section, select "Owners".

2. Create the DAC7 Trial Excel File
   Click on "Create DAC7 trial excel file".
   
   

   • Select the type of submission you would like to generate (Corrections).

   • Select the XML version that you first submitted successfully to HMRC. Example just below *

   • You will have the option to change the Calendar Year.
     
     *In most cases, the last version will be the one that was successfully submitted to HMRC. For example, in the case below, the document ending with NewV6 would be the report you need to correct. If your correction report fails, you may need to select the next version of the New report to submit against, and repeat this process until you receive a successful submission.

     
     
     

3. Create File
   Once the file is generated, it will automatically appear as a download in your browser.

4. Access the Reportable Sellers Tab
   Open the downloaded Excel file.

   • Navigate to the "Reportable Sellers" tab.

   • This section contains the information associated with the Payout section for Anytime.