Generating your filing pack

Generating your filing pack

Filing packs contain all your transactions organized for FIRS submission. Here's how to generate one:

What's in a filing pack

• **PDF summary**: Overview of your tax year with key figures
• **CSV file**: Detailed transaction list (income and expenses)
• **ZIP archive**: Complete pack with all files

How to generate

1. Go to Filing Packs

2. Select the tax year

3. Click "Generate Filing Pack"

4. Wait for processing (may take a few minutes)

5. Download the pack when ready

Before generating

• **Review transactions**: Fix any review issues first
• **Check dates**: Make sure all transactions are in the correct tax year
• **Attach receipts**: Attach receipts to business expenses
• **Verify totals**: Check that income and expense totals look correct

After generating

• **Download**: Download the PDF, CSV, or ZIP file
• **Review**: Review the pack before submitting to FIRS
• **Share with accountant**: You can share the pack with your accountant
• **Submit**: Submit to FIRS (Rorun doesn't submit for you)

Plan requirements

• **Free plan**: Filing pack generation not available
• **Basic plan**: Generate filing packs for current tax year
• **Business plan**: Generate filing packs for any tax year
• **Accountant plan**: Generate packs for multiple clients

Tips

• **Generate early**: Generate packs a few weeks before deadlines
• **Keep backups**: Download and save packs for your records
• **Review carefully**: Always review packs before submitting

Troubleshooting

**Q: Generation failed**

A: Check that you have transactions for the selected tax year. Contact support if issues persist.

**Q: Pack is incomplete**

A: Make sure all transactions are properly categorized and dated. Fix review issues first.

**Q: Can I regenerate?**

A: Yes, you can regenerate packs. Previous packs are saved for download.