Making Tax Digital (MTD) Drop-In Q&A Session

Hi, I usually do the majority of my tax return through Quickbooks but also use an accompanying spreadsheet for things that aren't linked to my business bank account but still need including, I then work out a final total to submit taking into consideration my Quickbooks profit and loss plus the spreadsheet of additional costs/earnings.

How do I manage these anomalies when submitting via Quickbooks?

Thank you. 

Welcome to the community, Denomane. In QuickBooks Online (QBO), all categorized transactions are included in tax calculations, whether they are bank-connected or manually recorded.

To add items from your spreadsheet to QBO, you need to manually record and categorize them correctly. For detailed steps, refer to this article: Categorize Online Bank Transactions in QuickBooks.

You can also import transactions from external sources using a CSV file. Once uploaded, you can organize them and assign the appropriate tax codes, either in bulk for similar transactions or individually as needed. Please see this article for guidance: Manually Upload Transactions into QuickBooks Online.

If you have any further questions or need clarification, feel free to reach out.