I'd be glad to help you today so you'll be able to generate your Profit and Loss (P&L) report correctly.
To help us check why your P&L report shows Car, van and travel expenses as zero but has the correct figure on the Tax summary, is by checking the date range of the report you've opened. It's possible that the report's date isn't customized/filtered correctly.
To customize the report's date range:
On the report's page, click on the drop-down arrow beside the date selected.
Select the date range you want to include or customize the period you want to open.
You can see attached screenshots for additional reference.
Profit and loss report shows car, van and travel expenses as zero but tax summary shows correct figure
Thank you Angelyn.
I did check the date as you suggested. It correctly showed last tax year. I also manually entered the start and finish dates and nothing changed. Everything else on the Profit and Loss report is correct. I do understand how the simplified expense method works and car, van and travel expenses show correctly on the home page and tax summary. I have not used the automatic mileage tracking but have manually entered all my business trips.
I appreciate you updating this thread and trying the recommendations of my colleague. I'm here to provide you more information.
I've checked my resources and was able to confirm that there's an on-going investigation about figures not matching between Tax summary and P&L reports. Our engineers are aware of this issue and they're currently working for a permanent fix.
In order to obtain further data on this investigation, I suggest contacting one of chat or email specialists. They have the necessary tools to add you to our notification list.
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
We have to collect some data when you use this website so it works and is secure. We'd also like your consent to collect data to study how people use our site. Doing so helps us improve our services and allows us to tailor the marketing you see on our site. Select 'Accept all' to agree or 'Manage consents' to choose which cookies we use. You can change your mind at any time by clicking the 'Manage Cookies' link.
Choose your cookie preferences
Some cookies are needed to make our website work and can't be turned off. But we need your consent to use others that are not essential. You can make your choices below and update them at any time using the 'Manage Cookies' link. To find out more, visit our Cookies Policy.
These cookies are necessary for the site to function. They also help us keep your data safe.
These cookies allow us to enhance your experience and remember your preferences, region or country, language, and accessibility options.
These cookies tell us how customers use our website. We study and organize this data to help us optimise our content and provide you with personalised experiences.
These cookies help us provide you with relevant communications and ads in our products and on other sites.