Catch-up bookkeeping: bring earlier months up to date

Steps

1. 1

   Open Tax Intelligence, select Returns, then CT Return

   In the left menu select Tax Intelligence. Select Returns above the tabs, then the tab CT Return. CT is short for corporate tax. Under the Compute Return button is a row of shortcuts, and the last one is Catch-up.

   • Select Tax Intelligence
   • Select Returns
   • Select CT Return
2. 2

   Select Catch-up

   Select Catch-up. The Catch-up bookkeeping page opens. It has one box for each month, starting from January of last year and running to the current month. Every box says No data, and the line above reads 0 of 0 active months caught up.

   • Select Catch-up
3. 3

   Check where the backlog starts

   Open Backlog starts, at the top left. It offers January of this year and of the three years before. Choose the January from which your history should be shown. Here the earliest transaction is from January 2025, so keep Jan 2025.

   • Select Backlog starts
   • Choose Jan 2025
4. 4

   Select Import history

   Select Import history at the top right. It takes you to the Transactions tab of Tax Intelligence, where files are brought in. Select Import, above the list.

   • Select Import history
   • Select Import
5. 5

   Choose the file and confirm

   Select Choose File and pick history-2025-2026.csv. The app checks the file and shows a preview: Will import 8. Select Confirm import, and wait until the window says the transactions are imported, not classified yet.

   • Upload Choose a file: history-2025-2026.csv
   • Select Confirm import (8 rows)
6. 6

   Close the window and go back to Catch-up

   Select Close. Then go back to Catch-up the same way: Returns, CT Return, Catch-up. The page can still show the months as they were before the import, so reload the page in your browser.

   • Select Close
   • Select Returns
   • Select CT Return
   • Select Catch-up

   

7. 7

   Read the months

   Five boxes have changed. January and February 2025 each show 2 transactions, March 2025 shows 1, July 2026 shows 2 and September 2026 shows 1, all marked Needs classify. The line above reads 0 of 5 active months caught up, with 5 to classify and 0 to review: these two figures count months, not transactions.

8. 8

   Select Classify all pending

   Select Classify all pending. The button reads Classifying while the AI classifier works through every unclassified transaction of the entity. When it finishes, a message reads Classified 8, with 0 approved automatically and 8 to review. A classification proposed only by the AI is not approved by itself: it waits for a person.

   • Select Classify all pending
9. 9

   Reload the page and read the months again

   The boxes can lag behind the message, so reload the page in your browser. Every month with data is now marked Needs review, with the count of transactions still to review and a small Review link. The line at the top reads 0 to classify and 5 to review: five months wait for a sign-off.

10. 10

    Select Review on a month

    Select Review in the box of January 2025. The Sign-off cockpit of Tax Intelligence opens. It lists the 8 classifications awaiting sign-off, each with its counterparty, amount, proposed category, confidence and the label AI suggestion, with 95 percent.

    • Select Review
11. 11

    Leave the approval to the tax manager

    Approving a classification needs the permission to approve tax records, which the accountant does not hold. The approve buttons are on the page, but the sign-off belongs to the tax manager, who does it in the next lesson. Until then the months stay at Needs review.