Pre Trading Expenses

Thanks for visiting us today, James. I'm here to help you add your pre-trading expenses to your QuickBooks Self-Employed (QBSE). Let me also share details on how it will be included in your self-assessment summary.

To ensure it will appear on your self-assessment summary, you'll want to review if you have added your pre-trading expenses on the correct date. You can add your transactions manually or import them from a CSV file.

Furthermore, please make sure to select the correct tax year when viewing your self-assessment summary. See these sample screenshots for your visual reference:

Additionally, check out these articles for a complete guide to submitting a Self Assessment tax return and the checklist to help you get started:

• Use reports to fill in your tax return in QuickBooks Self-Employed
• Make Self Assessment easier with QuickBooks Self-Employed
• Self Assessment for Income Tax checklist for QuickBooks Self-Employed

Feel free to visit the Community again if you have additional questions about your self-assessment summary or other QBSE-related concerns. I'll get back to you to help ensure this is taken care of for you. Stay safe.