Hi Luke.
You can download your Tax Summary and use it to complete your Self Assessment. I'll guide you how.
- Go to the Taxes page.
- Click the Download Tax Summary button in the top right corner of the page and select Download tax details.
- Open the file located in your Downloads folder in Excel.
Each box on your tax summary is labelled with a corresponding number on your Self-Assessment form. Match up the numbers and fill them in. Remember, if your annual turnover was below £85,000, you can put your total expenses in box 31 on the form. To learn more about tax summary and self-assessment, you can open these links:
For more tips, while working with QuickBooks in the future, you can open the topics from our help articles.
If you have any other questions about self-assessment, let me know by adding a comment below. I'm always here to help. Keep safe!