Generate an iXBRL file

Watch a video covering this topic.

IXBRL is a way of describing financial transactions and statements in a way that makes them easier to compare. Elements of transactions and statements are tagged and computers can then recognise these tags, collate the data, analyse it and exchange it with other computers.

See Submit an iXBRL file to learn more about submitting an iXBRL file to Companies House, HMRC, or revenue.

  • 1. In UK compliance packs
    Accounts Preview > Members or Companies House set of Accounts > Generate Set of Accounts > iXBRL file for online filing.

In ROI compliance packs
Accounts Preview > Revenue set of Accounts > Generate Set of Accounts > iXBRL file for online filing.

Sage Final Accounts checks the set of accounts for validation errors before generating the iXBRL file. If it finds any, you’ll be notified and must resolve them before an iXBRL file can be created. You can click Check Set of Accounts yourself at any point to see what validation errors there are.

  • 2. Click Generate.
    Two iXBRL files will be generated. You will be redirected to the Summary tab where your iXBRL files will be generated.

If you are in a UK compliance pack, two files will be generated:

Full Members set of accounts Used when submitting the final accounts to HMRC.
Abbreviated Companies House set of accounts Used when submitting the final accounts to Companies House.

If you are in an ROI compliance pack, one file will be generated.

Revenue set of accounts Used when submitting the final accounts to Revenue.

See how to check the status of an iXBRL file submission.