Help & Documentation

Complete guide to using the iXBRL Accounts Generator

Contents

1. What is a Micro-Entity?

A micro-entity is a very small UK company that meets at least two of the following criteria:

  • Turnover: Not more than £632,000
  • Balance sheet total: Not more than £316,000
  • Employees: Not more than 10 employees on average

Micro-entities prepare accounts under FRS 105 (The Financial Reporting Standard applicable to the Micro-entities Regime).

Important: This tool is ONLY for micro-entities filing under FRS 105. If your company is larger, you'll need small company or full accounts preparation.

2. Getting Started

Before you begin, make sure you have:

  • Your company's 8-digit Companies House registration number
  • Financial data for current year and prior year (comparative figures)
  • Accounting period dates (year end dates)
  • Names of all directors who will sign the accounts
  • Date the accounts will be approved by the board

Workflow

  1. 1 Fill in company information (name, number, dates, directors)
  2. 2 Complete Profit & Loss Account (or toggle off if not filing P&L)
  3. 3 Complete Balance Sheet line items
  4. 4 Review auto-calculated totals (highlighted in blue)
  5. 5 Click "Validate Accounts" to check for errors
  6. 6 Fix any validation errors or warnings
  7. 7 Click "Generate iXBRL" to download your accounts file
  8. 8 Upload the downloaded .html file to Companies House WebFiling service

3. Company Information Fields

Company Name

The full legal name of your company as registered with Companies House.

Company Number

Your 8-digit Companies House registration number. Must be exactly 8 digits (e.g., 12345678).

Period End Date

The end date of your current accounting period (e.g., 31/12/2024). This is usually your company's year-end date.

Prior Period End Date

The end date of the previous accounting period. Used for comparative figures.

Approval Date

The date the directors approved the accounts. Usually today's date or the date of the board meeting.

Average Number of Employees

Optional. The average number of people employed during the year. Leave blank if none.

Directors

Full names of all directors. At least one director must be listed. Use the "+ Add" button to add multiple directors.

4. Profit & Loss Account

Note: Micro-entities can choose whether to file their P&L with Companies House. Use the "Include in filing" toggle to control this. Even if not filed publicly, the P&L is calculated internally to determine reserves movement.

Turnover

Total revenue from sales of goods or services during the period, excluding VAT.

Cost of Sales

Direct costs of producing goods or services sold (materials, direct labour, etc.). Enter as a positive number.

Gross Profit (Loss) [CALCULATED]

Automatically calculated as: Turnover - Cost of Sales

Administrative Expenses

Overhead costs (rent, utilities, salaries, professional fees, etc.). Enter as a positive number.

Operating Profit (Loss) [CALCULATED]

Automatically calculated as: Gross Profit - Administrative Expenses

Interest Receivable and Similar Income

Bank interest received, investment income, etc.

Interest Payable and Similar Expenses

Interest paid on loans, overdrafts, etc. Enter as a positive number.

Profit (Loss) Before Taxation [CALCULATED]

Calculated as: Operating Profit + Interest Receivable - Interest Payable

Tax on Profit (Loss)

Corporation tax charge for the period. Enter as a positive number.

Profit (Loss) for the Financial Year [CALCULATED]

This flows to the Balance Sheet reserves. Calculated as: Profit Before Tax - Tax

5. Balance Sheet

Fixed Assets

Intangible Assets

Non-physical assets like goodwill, patents, trademarks, software. Net book value (cost - accumulated amortisation).

Tangible Assets

Physical assets like property, equipment, vehicles, fixtures. Net book value (cost - accumulated depreciation).

Current Assets

Stocks

Inventory, raw materials, work in progress, finished goods. Valued at lower of cost or net realisable value.

Debtors

Trade debtors (customers who owe you money), prepayments, other amounts owed to the company.

Cash at Bank and in Hand

Bank balances and physical cash. Include overdrafts as negative amounts in creditors instead.

Creditors: Amounts Falling Due Within One Year

Trade Creditors

Suppliers you owe money to, within one year.

Other Creditors

Accruals, tax payable, loans due within one year, bank overdrafts, other short-term liabilities.

Creditors: Amounts Falling Due After More Than One Year

Long-term Creditors

Loans, director's loans, other liabilities due after more than one year.

Provisions for Liabilities

Provisions

Provisions for future liabilities or charges (e.g., deferred tax, warranty provisions, restructuring costs).

Capital and Reserves

Called Up Share Capital

Nominal value of shares issued and fully paid. Check your Companies House records if unsure.

Retained Earnings (Opening)

Profit and loss account balance brought forward from the prior year. Should match last year's closing balance.

Retained Earnings (Closing) [CALCULATED]

Auto-calculated as: Opening Retained Earnings + Profit for the Year - Dividends (if any). If you paid dividends or had other reserve movements, you may need to manually adjust.

Balancing Rule: Net Assets MUST equal Total Shareholders' Funds. If they don't match, the validation will fail.

6. Validation Rules

Critical Errors (Must Fix)

  • Balance sheet must balance: Net Assets = Total Shareholders' Funds
  • Company number must be exactly 8 digits
  • All mandatory fields must be completed (company name, number, dates, directors)
  • Period end date must be after prior period end date

Warnings (Review Recommended)

  • Reserves reconciliation variance: If closing reserves don't equal opening + profit, ensure this is intentional (dividends, etc.)
  • Negative assets or unusual balances: Double-check these are correct
  • Large year-on-year movements: May flag unusual changes for review

7. Common Mistakes

Wrong Signs on Numbers

Enter expenses and costs as positive numbers. The system handles the signs automatically.

Including VAT in Figures

All amounts should be net of VAT (VAT-exclusive) unless your company is not VAT-registered.

Using Gross Fixed Asset Values

Enter NET book value (cost minus accumulated depreciation/amortisation), not original cost.

Forgetting Comparative Figures

Both current year AND prior year columns must be completed.

Mismatching Prior Year Closing/Current Year Opening

Prior year closing balance should match current year opening balance (unless there were restatements).

Not Accounting for Dividends

If dividends were paid, closing reserves ≠ opening + profit. Adjust manually if needed.

8. Frequently Asked Questions

Q: Do I have to file my Profit & Loss Account?

A: No. Micro-entities can choose whether to file their P&L publicly with Companies House. Use the toggle to control this. However, the P&L is still calculated internally for reserves reconciliation.

Q: What if my balance sheet won't balance?

A: Check all calculations, ensure you're using net book values for fixed assets, verify reserves reconciliation (opening + profit - dividends = closing), and ensure no data entry errors. The validation will show you the exact difference.

Q: Can I save my progress and come back later?

A: Currently, the application does not save data between sessions. Complete the form in one sitting or copy your data elsewhere for safekeeping.

Q: What taxonomy version is used?

A: The application uses the FRC 2025 taxonomy (effective from 1 January 2025) for UK GAAP. This is the latest version for micro-entity accounts under FRS 105.

Q: Does this submit my accounts to Companies House?

A: No. This tool generates the iXBRL file, which you must then upload to Companies House WebFiling service separately.

Q: What if I have more complex accounts (consolidated, groups, etc.)?

A: This tool is ONLY for simple micro-entity accounts under FRS 105. For larger companies or complex structures, you'll need professional accounting software or an accountant.

9. Filing with Companies House

After generating your iXBRL file, follow these steps to file with Companies House:

  1. 1 Download the generated .html file from this application
  2. 2 Go to Companies House WebFiling
  3. 3 Log in with your Companies House authentication code (or create account if first time)
  4. 4 Select "File annual accounts"
  5. 5 Upload your iXBRL .html file
  6. 6 Companies House will validate the file (may take a few minutes)
  7. 7 Review any validation messages and fix if needed
  8. 8 Submit your filing (no fee for micro-entity accounts filed online)

Filing Deadline: You must file your accounts within 9 months of your accounting period end date. Late filing incurs automatic penalties.

10. Additional Resources