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Kevwatkins
January 17, 2024
Question

Self employed missing data from previous tax years

  • January 17, 2024
  • 1 reply
  • 0 views

Hi,

Im hoping someone here can help me with a problem I have been having for some time.

When I click on the option to view my previous tax years invoices and expenses a ton of my data is missing.

if I log out and log back in it will then show a different selection of missing data.

I have enclosed a screenshot to highlight the problem.

So far Quickbooks have been unable to solve the problem for me and my accountant cannot submit my tax return as its not showing a full year of invoices and expenses.

 

Any help would be really grateful

Many Thanks Kev

1 reply

M
Maybelle_S
January 18, 2024

Hello there, Kev.

 

I understand the frustration of missing data from previous tax years in Quickbooks, and I recognise the stress it's causing you and your accountant. Accurate records are essential for tax purposes.

 

In QuickBooks Self-Employed (QBSE), disconnecting a bank account can result in removing all associated data, even if it's already categorized. It could be the reason for the missing information from your previous tax years.

 

You can upload the data again and then categorise them.

 

Once everything is in order, you can share your reports and other tax information with your accountant to assist you with your taxes.

 

Additionally, I've added this article that might help with your self-assessment taxes: The QuickBooks Self Assessment for Income Tax checklist.

 

Let me know if you need more help with your data and taxes. I'm always here to help. Take care.

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