QuickBooks HelpQuickBooksHelpIntuit

Transactions page versus Self-Assessment Summary page

SOLVEDby QuickBooks2Updated 1 year ago

Your Self-Assessment report summarises all transactions that you have entered under each specific  SA103F Categories. There are slight reminders you need to look out for when generating your Self-Assessment Summary versus those transactions that have been entered in the Transactions page.

Transactions page:

  • List of transactions that have been downloaded, imported and entered manually.
  • Can be filtered by specific account, transaction type (Business, Personal, Split, Exclude).
  • Can be filtered by Timeline: This month, Last month, Last three months, Tax Year and specific date range.
  • Transaction can be searched by entering the description on the search field.
  • A bar graph shows the transactions flow.

Taxes page:

    • Toggle to the desired Tax Year.
  • Option to download he Tax Summary or the Tax Detail- breakdown of transactions per category
  • SA103F box numbers can be toggled "On" as reference upon filing the form.
  • Transactions before your self-employment start date will not be included in your Tax Assessment Summary. Transactions on or after your self-employment date are recorded.

Note: You can always edit your Self-Employment start date on your Tax Profile page.

Tip! Tax Assessment Summary and Tax Detail breakdown can be viewed and downloaded in your Reports page.

Was this helpful?

You must sign in to vote, reply, or post
QuickBooks Self-Employed

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.