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kdf
kdf
February 16, 2019
Solved

placing your in-going & outgoing into Categories self employed

  • February 16, 2019
  • 2 replies
  • 0 views

How can i add a new category to place what i do for a living in the correct order, the same question keeps coming up and the same answer -  

Here’s how to add a new category:

  1. Go to the Gear icon.
  2. Choose List.
  3. Select All Lists.
  4. Choose Product Categories.
  5. Click New Category.
  6. Hit Save.

there isn't anything like this on my system / page / accounts, can someone enlighten me on what is the correct way to change categories

 

Thanks in advance

 

Kevin

    Best answer by EmmaM

    Hello kdf

     

    The instruction in that list is not for the UK Self-Employed.

     

    The UK Self- Employed product does not have the ability to set up your own categories, you need to use the existing ones because the categories are linked to the Self Assessment summary and are set up to then push to the correct section(allowable/ disallowable)

     

    More information on the categories can be found here

     

    Any questions let us know

     

    Thanks

     

    Emma

     

     

     

     

    2 replies

    E
    EmmaMAnswer
    February 28, 2019

    Hello kdf

     

    The instruction in that list is not for the UK Self-Employed.

     

    The UK Self- Employed product does not have the ability to set up your own categories, you need to use the existing ones because the categories are linked to the Self Assessment summary and are set up to then push to the correct section(allowable/ disallowable)

     

    More information on the categories can be found here

     

    Any questions let us know

     

    Thanks

     

    Emma

     

     

     

     

    kdf
    kdfAuthor
    April 14, 2019

    Hi,

     

    Thank you for your reply,

     

    I think it's still a bit unfair that this service isn't provided to the UK-Self Employed - the categories that are given still doesn't point me in the right direction where i can place my Business progresses and categorise my monies into the correct section, i think this services need to be explained into more details as a landscape gardener most the the categories are for an office worker, i think more needs to be added or at least let whoever has this software have a choice to where they put the income and outgoings too.

    MaryLurleenM
    MaryLurleenM
    April 15, 2019

    Hello, kdf,

     

    We follow the simplified expenses if you're self-employed from HMRC: https://www.gov.uk/simpler-income-tax-simplified-expenses/working-from-home. You can also check this: https://www.gov.uk/expenses-if-youre-self-employed.

     

    We calculate your self-employment taxes based on your business income, spending, allowable expenses and the information you have set up in your Tax Profile.

     

    I'll go ahead and send feedback to our product engineers about your suggestion.

     

    Please feel free to leave a comment below if you need any further assistance.

    kdf
    kdfAuthor
    April 15, 2019

    hi, 

     

    Thank you for your reply,

     

    please could you also help me with another problem i'm having its that i cannot sync my bank with QB all i keep getting is the following:-

    That wasn't quite right. Try again.

    Your bank will send you a new code. (187)

    please can you advise what i can do?

    Thank you

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