Do you have bank rules in place? Go through and delete them and then manually categorise the the transactions - this seemed to resolve the problem for me

I have neatly 6000 that is saying disalowable and I know for a fact its allowable. Been doing it for 15 years and your software is incorrect. How can this be changed. Car and van expenses section is saying disalowable. This is not the case. Can it be changed to allow this.  Not going to be happy if I got to redo my books through a software issue. Someone programmed and wrote this software. They need to have a closer look at this.

Please advise in the first instance

Hello, @Flipper76.

I recognise the importance of making the car and van expenses as allowable. Let me help you further about this matter in QuickBooks Self-employed (QBSE).

QBSE automatically sets the expense method to "Simplified expenses," which uses a fixed rate per mile driven. If you choose not to use this method and prefer to track your vehicle expenses separately, you need to categorise those expenses under "Travel Expenses." By doing this, QuickBooks will recognize those expenses as allowable deductions for your taxes.

Here's how:

1. Log in to your account.
2. Navigate to the Transactions tab where you see your expenses.
3. Find and select the individual vehicle-related expenses you want to categorize.
4. Click on the category dropdown menu for each expense and select Travel Expenses.
5. Then click Save.

Moreover, I'll include these articles managing your expenses:

• Allowable and disallowable expenses explained
• Self-employed business expenses

If you have any further questions about managing your expenses in QBSE, feel free to reach out. We’re here to help you anytime!

This seems to be a huge problem, one that has appeared in the last three years. I have just checked my tax summary on here (I have an accountant who would usually do this so I haven't looked - I know, I know) and can see huge amounts in the disallowed section under various headings. When I click on the amount that is disallowed I don't get to see a breakdown of what has been disallowed, just all of the transactions under that heading. It is very obvious, however, that all of the transactions in the section should be allowed. I am really worried now that for the last three years I have overpaid my tax due to QB incorrectly categorising items as disallowable. It seems to be crazy that Quickbooks just assigns them with no apparent logic!

I want to take a moment to address a concern that I know is causing you, Jenfer. Please know that we take these matters very seriously, as we understand the significant impact of this on your financial well-being and peace of mind.

QuickBooks Self-Employed (QBSE) determines expense allowability based on several factors, including the information you've provided in your tax profile, your business operations, entity type, and local regulations. This automated process is designed to simplify tax preparation, but we understand it can sometimes lead to confusion or concerns about accuracy.
 

To help you better understand this process, I'd like to direct you to some valuable resources:
 

• Allowable and disallowable expenses explained
• HMRC website

For a more personalized review of your account, I strongly recommend contacting our Customer Support team. They have the tools and expertise to securely access your account and provide tailored solutions to resolve your concerns.

Here's how to reach them:

1. Log in to your QBSE account.
2. Click the Assistant button at the top.
3. Type Talk to human in the chat box.
4. You'll now be provided with support options that are available at that time.

Check this article for more information about the different types of support we offer and their availability: Contact QuickBooks Self-Employed Support. 

Jenfer, your concern is important to us, and we're committed to helping you resolve this issue. If you have any further questions or need additional clarification, please don't hesitate to leave a comment below. We're here to support you every step of the way.