Form

QRC4: quarterly return of Council Taxes and non-domestic rates - bulk upload guidance notes

Updated 11 April 2025

Applies to England

1. Introduction

QRC4 form can be completed either by direct entry into the DELTA form or by a bulk upload facility. This guide is for bulk upload via the QRC4 Excel Spreadsheet template.

Bulk import templates are form-specific. The column headers within a template relate to each question in the form and additional information will be made available in the specific guidance notes for each collection that permits bulk upload.

If the bulk upload facility is used, it should be noted that validations are not included in the template, so the form should be reviewed in DELTA before being submitted. Calculated cells should also be reviewed in DELTA as they are not uploaded from the template.

Please refer to the ‘QRC4 Validation notes’ and ‘QRC4  Guidance notes’ for further details.

If you want to enter data directly into Delta, see submit data.

Once you have signed in to DELTA this will take you to the Welcome Page

1. Under ‘Open collections’, find the QRC4 collection and click ‘View collection’. You will then see a page for the collection. 

or

Click on ‘Submissions’ to submit data for a data collection.

2. Click on ‘Collection Requests’.

2. Bulk upload of data

3. Once you have found the data collection request click on the collection name, you will then see a page for the collection.

At the bottom of the page, you will see a section for returns. Select ‘Bulk upload’ and select ‘Upload data’ in the dropdown menu.

4. Click ‘Select File’ and select the file from your computer or drag and drop the file in the box.

5. File has uploaded but not yet been validated or imported. Next either click on ‘Validation’ or ‘Next’, you will see the validation page for your data as shown below.

Note: The validation page will inform you whether your document contains valid or invalid data.

• Valid data/document means that there haven’t been any errors on the data against the form on DELTA. See point 5.1 for example. (The data/document once imported will come through on DELTA with status as ‘Submitted’. See 7.2.)
• Invalid data/document means that there are errors on the data against the form on DELTA that require resolving. See point 5.2 for example. (You can still import the data/document on DELTA and it will come through with status as ‘Saved’. See 7.1. You will still be able to edit the form(s) later and check/rectify any error.)

5.1. If the data is valid and contains no error(s) then you will see the following message:

Note: Any data/document that has triggered soft validations (warnings or info messages), will not render the data/document as invalid. They will come through as ‘Valid’ as shown above.

5.2. If the data is invalid and contains an error(s) then you will see the following message:
‘x out of x document is invalid’ this means there are data problems, or further review or explanatory comments are required before it can be submitted.  Please continue with the upload. It will show as ‘Saved’ rather than submitted. You will then need to edit the form later to resolve the issues and submit. In some cases, the system can suggest that all documents are invalid on upload. We recommend that authorities continue with the import stage where this is the case.

6. File has now been validated (i.e. data valid or invalid) but not yet imported. To progress, click ‘Next’ or ‘Import’. This is the final step where you will be able to ‘Start Import’ which will process your data and upload into your Data store on the DELTA System.

Note: you may be presented with the following scenarios:

6.1. If there are no previous records uploaded/submitted for this collection for the organisation, you will not see 6.2 – usually because this is the first time you are uploading/submitting data.

6.2. If there are existing records previously uploaded/submitted for this collection for the organisation, you will be asked if you want to ‘Keep’ or ‘Delete’ before you ‘Start Import’ – if this collection is only allowed one submission, the imported data will overwrite any existing data by default.

6.3. If your data that you want to upload contains invalid data or error(s), you will be asked if you want to ‘Skip’ or ‘Import (Keep)’ before you ‘Start Import’ – we recommend to select the “Import” option. Even if you have invalid data, you are still able to import this data onto DELTA, but the data will come through as a ‘Saved’ record and not ‘Submitted’.

7.. Once you ‘Start Import’ and it completes, you can click on ‘Close’ to check your data. It will redirect you to the Data store page.

7.1. If you had any invalid data (as discussed in point 6.3.), you will see the record marked as ‘saved’ and you can view or edit the form by clicking on ‘More’ – if you go on to edit the record, you will be able to view the error and retry submitting the form after resolving. Note that in most of the cases it requires you to add explanations on reported figures that are out of data validation parameters.

7.2. If your data had no invalid data, you will see the record marked as ‘submitted’. You can still choose to view or edit the form if you wanted to make any amendments.

8. At the same time, an email will be sent to you. By clicking on ‘view upload results’, you are taken to the Datastore page where you can view/edit if you wanted to make any amendments.

Note: If it is a large XML file and validation takes a longer time than usual, this email will be sent to you once validation/upload is complete.

9. If you had any invalid data, if you resolve the error(s) within a form and try ‘Submit’ again, you will be sent an email confirming that your data has been submitted.

10. To view/find the data that you have imported, you can go back to the ‘Collection Requests/Datastore’ page, click on ‘More’ in the Actions column for the given collection request/dataset and select ‘View data’ and this will load the last form uploaded/updated. For any further information visit Help and guidance page on Delta.

Logout

11. To sign out of DELTA, please click ‘Sign out’.