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June 15, 2020
Question

I need to transfer all my data from my QuickBooks self employed account to this one as I cannot show my CIS contributions at present. How do I do it?

  • June 15, 2020
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1 reply

June 15, 2020

Hi philjonespj

 

The self employed account is a partial template used to assist you calculate your allowable and disallowable expenses and complete the actual self assessment SA100/103S/103F. If you are referring to the CIS suffered then this would be accounted for in the actual form itself rather than within QuickBooks, in field 81 of the SA103F or field 38 of the SA103S. Our small business products do not use the self assessment template it does however enable you to create invoices showing the amount of CIS being deducted. You will also have to use the figures in the various reports to enter the data into the actual self assessment forms. There is no direct migration process to enable the data to be transferred from the self employed account to a small business account.