Questions About Self Assessment - Tax Year 2022-23

Welcome to the Community platform, @gaza12345. I'd be glad to share some info with you about the SA302 form.

The information displayed in your tax breakdown area of the Self Assessment feature is equivalent to the SA302 form. The SA302 shows evidence of earnings based on your latest Self Assessment tax return. If that summary is updated, you can use it to fill in your tax return.

Each box on your tax summary is labeled with a corresponding number on your Self-Assessment form. Just use the switch to see them and match. See this guide for complete instructions: Use reports to fill in your tax return in QuickBooks Self-Employed.

These resources provide more information about Self Assessment, SA103F categories, and ways to process returns easier:

• Self Assessment for Income Tax checklist
• Self Assessment tax return

I’ll be right here if you have more questions or concerns about preparing income tax returns. Just add them to your reply below. Have a good one!

Thank you for choosing QuickBooks as your accounting partner to grow your business, ChristinaHI.

Manually recording expenses within your account is super easy. I can guide you through the steps.

You can utilize the +New button in your QBO account here's how:

1. Go to the + New button and select Expense.
   
2. Select a Payee from the dropdown menu. If it’s a new payee, enter their name in the field and click Add.
3. Enter the necessary required fields.
4. Once done, click on Save and Close.

You can check this article for more details about the process: Enter and manage expenses in QuickBooks Online.

I also encourage visiting our QuickBooks Help page. You can browse articles for tips and guidance for future tasks in QBO.

Get back to us if you have other QuickBooks-related issues. We're here to help.

Thanks for joining this thread, Martin.

For your first concern, your salary from your full-time job is not included in the tax calculation since it is already taxed at source. As a general rule, you'll only need to complete Self Assessment if you receive income that isn’t taxed at source.

However, if your Tax profile is set up correctly and still shows 0 tax owed, I suggest logging into your account using a private browser/ incognito mode. Private browsing prevents cookies from being stored on your computer, making it a great place to identify browser issues. Use these keyboard shortcuts:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox or Microsoft Edge).
• Control + Option + P (Safari).

Once done, check the owed taxes, and if it's showing correctly, you can clear the cache to start on a clean slate. You can also use other supported browsers as an alternative and roll out the possibility of a browser-related issue.

Regarding your other question, QuickBooks doesn't factor the payment on your account, and you can re-set up the info in your tax profile to show it correctly. Moreover, you can visit these resources to learn more about managing your taxes and submitting your self-assessment form:

• Self Assessment for Income Tax checklist for QuickBooks Self-Employed
• Understanding Income Tax

Feel free to visit the Community again if you have additional questions about your estimated taxes or other QBSE concerns. I'll get back to you to help ensure this is taken care of for you. Keep safe.

I appreciate you for sharing the details of your concern with us, sianehughes.

Let me make it up to you by making sure you get the best help available so this gets sorted out right away.

In situations like this, we’ll have to review the setup of your self-assessment taxes in QuickBooks Self-Employed (QBSE). The process requires us to open your account, which I’m unable to perform here in the Community since this is a public forum and for security reasons.

To check your account securely, I recommend contacting our Customer Care Team. They have the proper tools to look into your account and provide a breakdown of your tax owed and tax payments made. You can follow the steps below to connect with us:

1. Select Assistant from the top bar.
2. Enter a brief discussion with your concern.
   
3. Click I still need a human.
4. Choose the way you want to connect with our support team.

You can also visit this article for the detailed steps to contact them: Contact QuickBooks Self-Employed Support.

Additionally, you can visit this article to handle your self-assessment taxes in QBSE: The QuickBooks Self Assessment for Income Tax checklist.

Don't hesitate to come back to this thread if you have other QuickBooks-related concerns. I'm more than happy to help. Have a good one!

I'll help you find the invoice, Becky0504.

We can search in your QBO since you didn't find anything in QBSE. The invoice should be listed under the customer's profile if you've successfully created or sent it. Aside from that, you'll also see a record in your Audit Log report. It's also a good idea to ask your client if they got your invoice.

If you can't find anything, it means nothing was created or sent.

Check the customer's profile:

1. Click Customers & leads on the left.
2. Click the name of the customer.
3. Find the invoice.

Check the Audit log report:

1. Click the Gear icon.
2. Choose Audit log.
3. In the Events droplist, choose All transactions.

On the other hand, you can check out our help articles if you need some references for QBO.

Feel free to reply on this thread if you have other questions about your customer's invoice. Take care and have a good one!

Thanks for joining the thread, Camilla3.

I'll provide you with some information on how to manage your transactions.

Only those who are self-employed and receive income that isn't taxed at source are required to file a self-assessment return. If you received income that has been taxed, you may record or categorise it as either Owners Deposits or a Transfer if you're using QuickBooks Self-Employed version. This will show that the fund is already accounted for from a tax position and will exclude these from the reports or taxes section.

I also suggest reaching out to your accountant to ensure you're reporting the correct details to HMRC. They're the best person to ask if the transaction needs to be added or just removed. You can send copies of your reports by following the steps below.

Here's how:

1. In QuickBooks Self-Employed, go to the Reports menu.
2. Find the report you want to download.
3. Select the period or tax year from the dropdown.
4. Click View or Download.
5. Select the arrow icon ▼ and then Print or Download.

If you don't have an accountant, use this link to find one nearest you: Find an accountant.

Additionally, you can read the following articles to learn more about self-employed taxes:

• Expenses if you're self-employed 
• Three tax calculations to help you at tax time
• QuickBooks Self-Employed UK Tax Profile Set Up

You're welcome to post again if you have follow-up questions or other concerns. We're always available to help you.

Hello there, @Daryl42. I'm here to lend a hand with your banking concerns.

You only need to connect the parent account when setting up a bank account in QuickBooks Self-Employed (QBSE). By doing this, you'll have the choice to enable and view its sub-accounts upon connecting.

To connect a bank account to a web browser, here's how:

1. Click the gear icon at the top.
2. Select Bank accounts.
3. Enter the name or URL of your bank in the search box.
4. Select Continue.
5. Enter the sign-in info you use for your bank's website.
6. Select Connect.

For more details about the process, see this article: Connect bank and credit card accounts to QuickBooks Self-Employed. It also contains information on how to connect a bank account using an iPhone/iPad (iOS) or tablet with Android.

Once done, you're now ready to categorise your transactions. For guidance in managing your transactions, here's a great resource that you can visit: Categorise transactions in QuickBooks Self-Employed.

If you have any other questions related to QBSE, feel free to leave a comment below. I'll be happy to help you further. Take care and have a great day!

I'm here to help ensure that the Account summary information will not appear at the bottom of the invoice, @Russelljoinery.

It's possible that your invoice template enables the Show on invoice option. For this reason, the Account summary appears at the bottom of the invoice. Let's examine your template invoice and ensure the option is disabled.

Here's how:

1. Go to the Gear menu and click Custom Form Styles. 
2. Look for the progress invoice template you use, then tap Edit. 
3. Select the Content tab.
4. From the form preview, select the body section and then Edit.
5. Uncheck the Show on invoice checkbox. 
6. Hit Done. 

Once done, ensure you use the correct template when creating the progress invoice. See the sample screenshot below for reference:

For more guidance, check out this article: Add an account summary to an invoice in QuickBooks Online.

You might also want to learn how to personalize your sales forms in the future. Here's an article you can read for more information: Customise invoices, estimates, and sales receipts in QuickBooks Online.

To add estimates summaries to invoices and check all estimates and progress invoices, see the following articles:

• Progress invoice reports
• Add project estimate summaries to a progress invoice in QuickBooks Online.

Please let me know if you need any help with managing your invoice form. Help is just a post away. Have a wonderful day.

I am chiming in on this thread to assist you, Judith.

Let me share information about bank transactions in QuickBooks Self-Employed (QBSE). All transactions will automatically sync when you connect your online banking to your company file. PayPal transactions will do the same since it is also connected causing these transactions appears to be duplicated.

You’ll want to verify the following bank transactions and choose what to remain. Then, you can exclude the other one:

1. Navigate to the Transactions menu and look for these duplicate transactions.
2. Select the Exclude this transaction checkbox.
3. Click Save.

I also added this article about excluding transactions when using a mobile app: Exclude or delete transactions in QuickBooks Self-Employed.

Moving forward, to avoid any duplicate transaction, you can either disconnect one from your online bank account or PayPal account. 

Once sorted out, here's a helpful resource you can look through to learn more about putting the transactions to the correct line of your Schedule C in QBSE: Categorize transactions in QuickBooks Self-Employed.

Should you require further assistance with bank transactions, please drop by and post them here. Have a good one!

Hi Joanna_A, thanks for joining this thread - the only category for income in QuickBooks Self-Employed is Business Income. If you're unsure on which to use for this, we'd recommend checking it over with your bookkeeper or accountant. 🙂