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What File Formats Do We Accept?, explained simply

We accept PDF, Word, Excel, CSV, iXBRL HTML/XHTML and XBRL XML files. PDF is often preferred for final accounts, while Excel is useful for computations and trial balances. Scanned image-only PDFs are not suitable because the data cannot be reliably extracted or tagged.

Formats

Accepted file formats

Format Accepted Notes
PDF Yes Preferred for final accounts
Word (.docx) Yes Useful where accounts are editable
Excel (.xlsx) Yes Best for computations and trial balances
CSV Yes Useful for structured exports
iXBRL (.html/.xhtml) Yes Useful for validation or rollover
XBRL (.xml) Yes Useful for review and validation
Image-only PDF No Scanned documents cannot be reliably tagged
Software

Accounts production software we work with

IRIS
CCH
Sage
Xero
FreeAgent
QuickBooks
Digita
TaxCalc
VT Software
Alphatax
Other readable exports on request
Exports

How to export from your software

Export final accounts as PDF and include iXBRL or computation exports where available.

Export iXBRL where available, or send PDF accounts plus supporting schedules.

Export final accounts and supporting reports as PDF or Excel.

Send the accounts, computation export and any iXBRL/XBRL files already generated.

Avoid delays

What we cannot accept

Scanned or image-only PDFs
Password-protected files without the password
Incomplete draft accounts for final filing
Common questions

What File Formats Do We Accept? FAQs

Yes. A readable PDF is commonly used as the source for final accounts.

Yes. Word files are accepted and can be useful when accounts are still being finalized.

Yes. Excel is useful for computations, trial balances and schedules.

Yes. Existing iXBRL files can support validation, review and rollover.

Image-only scans are not suitable because the text and figures cannot be reliably extracted.

Send a readable export or ask us first. We likely support the file if the accounts and schedules are clear.

Need help with what file formats do we accept??

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