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Product Updates.

Keep track of what's new and what's changed in WeFile.

Showing 5 of 33 updates
17 Jul 2026

Trading Losses Carry-Back (Box 45)

New Feature
  • Carry back trading losses to the previous accounting period — enter the amount you wish to carry back directly in the Profit & Loss wizard step
  • The carry-back field appears automatically in the Tax Adjustments section when your company has a trading loss (expenses exceed income after adjustments)
  • Carry-back amount is intelligently capped at the remaining trading loss after current-year relief has been applied
  • Box 45 ('Claim or relief affecting an earlier period') is automatically ticked on your CT600 when a carry-back is claimed
  • Box 780 (trading loss arising) and Box 790 (losses carried back) are populated automatically on page 10 of the CT600
  • Fully integrated across CT600 XML submission, iXBRL tax computation, CT600 PDF, and Tax Computation PDF
  • Trading losses carried forward are automatically adjusted to account for the carry-back amount
  • Supported via the Developer API — include lossesCarriedBack in profitLossData when saving a filing
17 Jul 2026

Balance Sheet Stocks / Inventory Support

New Feature
  • New Stocks field under Current Assets on the balance sheet — record closing stock (inventory) as a current asset for accurate financial reporting
  • Stocks value automatically included in Current Assets total and flows through to iXBRL accounts, CT600 XML, Accounts PDF, and Tax Computation
  • Accounting policy note for stock valuation automatically added to financial statements when stocks are present
  • Expandable balance sheet detail view — all major sections (Fixed Assets, Current Assets, Capital & Reserves) now show individual line items with dropdowns that only appear when breakdown data exists
  • Fully supported via the Developer API — include stocks in balanceSheetData when saving a filing
  • Trial balance import from Xero, QuickBooks, and FreeAgent now automatically maps inventory/stock accounts to the new stocks field
15 Jul 2026

Debtors & Creditors Breakdown Notes (FRS 102 Section 1A)

New Feature
  • New optional Debtors breakdown note for Full Accounts — split debtors into Trade Debtors, Prepayments & Accrued Income, and Other Debtors
  • New optional Creditors breakdown notes — itemise Creditors falling due within one year (Trade Creditors, Corporation Tax, Other Taxes & Social Security, Accruals & Deferred Income, Other Creditors) and Creditors falling due after more than one year (Bank Loans, Other Creditors)
  • Toggle each breakdown on or off in the Account Type step of the filing wizard with automatic validation that sub-totals match the balance sheet aggregates
  • Breakdown notes auto-numbered alongside existing notes in iXBRL accounts, Accounts PDF, and Contents page
  • Card-based read-only display on the filing detail Account Type tab — consistent with the Tangible Fixed Assets movements layout
  • Expandable breakdown rows on the Balance Sheet detail tab for quick at-a-glance review
  • Fully supported via the Developer API — include debtorsBreakdown, creditorsWithinOneYearBreakdown, and creditorsAfterOneYearBreakdown in balanceSheetData
15 Jul 2026

Tangible Fixed Assets Note

New Feature
  • New Tangible Fixed Assets note (Note 4) in your financial statements — automatically included for Full Accounts with fixed assets on the balance sheet
  • Detailed movements table showing Cost b/f, Additions, Disposals, Cost c/f, Depreciation b/f, Charge, On Disposals, Dep c/f, and Net Book Value for each asset category
  • Depreciation policy automatically displayed under Accounting Policies (Note 1) with a customisable description
  • Supported asset categories include Plant & Machinery, Motor Vehicles, Office Equipment, Fixtures & Fittings, Computer Equipment, and Leasehold Improvements
  • Fully integrated across iXBRL accounts, Accounts PDF, and Contents page numbering
  • Supported via the Developer API — include fixedAssetMovements in balanceSheetData when saving a filing
12 Jul 2026

Custom Notes for Financial Statements

New Feature
  • Add optional custom notes to your financial statements — appearing after the three statutory notes in both iXBRL accounts and PDF documents
  • New Notes step in the filing wizard with add, edit, and delete functionality including a confirmation prompt before deletion
  • Common note types include Going Concern, Related Party Transactions, Post Balance Sheet Events, and Dividends
  • Notes are numbered automatically starting from note 4 in generated documents
  • Custom notes are preserved when creating amendment filings from existing submissions
  • Notes summary displayed on the Review step so you can verify before submitting
  • Validation limits: up to 20 notes per filing, 200-character title limit, 5,000-character body limit with multi-line support
  • Fully supported via the Developer API — include notesData when saving a filing
  • API documentation updated with custom notes schema, examples, and usage guide