I appreciate you for joining this thread, Chris20191.

Based on the discussions from the previous thread, if your manually entering the car/van & travel expenses without using the mileage tracker will be put under Disallowable Expenses.

That being said, I recommend consulting your accountant for expert advise on how to claim these expenses and make it allowable.

For any clarifications and concerns, please leave me a reply below. I'm always here to help.

Did you get sorted, I'm having the same problem.

HygeaCleaning,

Put your transactions as "TRAVEL" - It should automatically post to allowable. If you have previously had Mileage Tracking turned on, it can automatically disallow these transactions.

When i record as Travel, it ALWAYS posts to allowable.

Please let me know if that works.

I should add - It's the Car/Van Expenses that often get disallowed when you've got the Mileage tracker turned on. To correct my team member.

When you use Flat Rate calculations, the system will disallow ca/van expenses because you are not able to claim on any purchases relating to your vehicle, because you're claiming the flat rate miles. When you turn off the mileage tracker setting, it does not always disable this feature; so setting all car/van expenses to travel will make them allowable.

If you think this is misrepresenting your expenses, it's worth remembering that the "Car/Van expenses and Travel expense categories on QBSE all feed into one final category, which is "Car/Van and Travel expenses" on the SA return form.

Hi did you sort this problem out, without filtering you car expenses through other categories?

The information shared by colleagues will help you with your car expenses categorisation, how do i sync to my phone.

You can also confer with your accountant or tax adviser. This way, you can properly categorise these transactions.

Or, you can reach out to our customer care support. An agent can help you with categorisation concerns. Here's how:

1. Go to our website.
2. Select QuickBooks Self-Employed.
3. Fill in the necessary fields, then click Ask Your Question. 

You can also refer to this article about the expenses if you're self-employed. 

We're just around if ever you have other concerns. Don't hesitate to reach out to us again. 

Jumping in on an old thread here. I'm having the same problem.

I changed my car August 2020 and was claiming against mileage of the old one but now claiming expenses and capital allowances on the new one. I've finished my accounts for 2020 to 2021 and the mileage is showing as allowable in the tax summary but all of the car expenses for the new car are disallowable.

I can put the new car expenses as allowable expenses when I complete my tax return but it's annoying having them shown as disallowable on QuickBooks Self Employed. 

Not very good Quickbooks, have you put any thought into this? Maybe make the car/van expenses category selectable for allowable, disallowable. 

Hi Colin Martin,

Thanks for jumping in. However, it would be best to contact our Support team about your issue. That way, they can use more tools to check it further.

If you have other concerns, feel free to go back to this thread.

Good morning

This is the issue I am having. Why will your system not allow it to go into taxable? This is making using this a pain 

Welcome to the QuickBooks Community, PDZ. I'll ensure to share some details on how Allowable and Disallowable Expenses works in QuickBooks Self Employed.

Allowable expenses are costs that are essential to running your business and can be deducted from your taxable income to reduce your Income Tax liability. Allowable expenses do not include money taken from your business to pay for personal purchases. Then, if an expense is not “wholly and exclusively” used for business purposes, then it is Disallowable. That said, you can not claim it as a deduction to reduce your taxable income. You can click this link for more information on allowable expenses: HMRC's.

You're unable to claim simplified expenses for a vehicle you've already claimed capital allowances or you've included as an expense when you worked out your business profits.

QuickBooks Self Employed uses the simplified expense method with flat rates to calculate the allowable business expense for your car, van, or motorcycle. The rate is based on the mileage you drive.

To further check your account and verify the transactions entered or show in your QuickBooks, I suggest contacting our Suppor Team. They can moreover share additional details on how Expenses run in the QuickBooks Self Employed system.

Please refer to this article to view various information about the differences between the flat-rate mileage deduction and actual expenses or capital allowances: Simplified Expenses mileage method (with flat rates) versus Actual costs for vehicles.

Let me know if you need further assistance with this. I'm always here to provide additional insights and help. Have a lovely day!

I have a question. I use my car purely for my business but my customers pay me a petrol charge. Can I still use the simplified method of claiming the flat rate for miles for the other expenses ie servicing etc? Or am I not allowed to claim for mileage therefore having to put expenses for servicing separate?

thanks 

I can share some information with the simplified method in tracking your business car expenses, @KamilaRoberts.

You can track those travel expenses you incur using that business car. However, please take note that when you use the simplified method, you can't claim vehicle insurance, repairs and servicing, or fuel costs, but you can claim all other travel expenses in addition to your simplified expense amount.

Just make sure to enter your mileage to claim mileage deduction. Here's how:

1. Go to the Miles menu and select Add trip.
2. Provide all the necessary information. 
3. When you're done, select Save.

Check this article for more information about adding miles manually: Manually track mileage in QuickBooks Self-Employed.

For more information about the simplified method, check this article: Simplified Expenses mileage method (with flat rates) versus Actual costs for vehicles.

I'm always here if you still have questions about your expenses. Let me know by leaving a reply below. Take care and have a great rest of the day!

Thanks for your reply, ok so are you saying that servicing/repairs etc is covered under the mileage deduction for my vehicle? So I can still use the mileage deduction for my car expenses even though my clients pay me for petrol costs?

thanks for your help 

Hello @KamilaRoberts,

I appreciate you for getting back to us here in the Community. Allow me to chime in and share additional information about tracking expenses in QuickBooks Self-Employed.

Currently, the ability to claim business mileage for repairs and servicing via the simplified method is unavailable. I recommend you add and categorise them as auto expenses on the Transactions page.

There are plenty of topics about car expenses and mileage. To verify if this is covered under the mileage deduction, please reach out to HMRC. They'll be able to provide clarification to your question about this type of expense, as well as the mileage deduction.

Also, to know more about the SA103F deduction categories you can claim as allowable expenses for self-employment, check out this page: Allowable and Disallowable Expenses.

I've attached an article you can use to learn how to create a transaction from a physical receipt in QuickBooks: Record or attach expense receipts in QuickBooks Self-Employed.

Fill me in if you have additional questions about expenses in QuickBooks. I'm always here to help. Take care always.   

Wow, i know this is anold tgread but sh9cked quickbooks have not sorted tgis error out yet. I have acommercial vehicle and need to claim all expenses, i dont use simplified accounts so why would you assume i do? Why can i not select the option? 

And dont send me to my accountant as its my wife sat next to me who confirms this package is calculating it wrong and tgere shoukd be anoption of changing it. 

If quickbooks cant provide basic accounting then ill have to look elsewhere.

Hi, Mkl71. I can see that being able to change the vehicle expenses to Allowable expenses can benefit your business.

Since the option isn't available, I recommend sending your suggestions to our product development team so they can review it and may add consider adding this feature to future product updates. 

Here's how:

1. Select the Gear icon at the top.
2. Then click Feedback.
3. Enter your comments or product suggestions.
4. Then select Next to submit feedback.

Your valuable idea goes to our Product Development team to help improve your experience in QBO.

I also encourage checking these resources above to learn more about the method used in QBSE and managing deductions: 

• Simplified Expenses mileage method versus Actual costs for vehicles.
• Allowable and disallowable Expenses.

You can always get back to this thread whenever you need help again in the future.

I have the same problem it won't let me came all van and mowers fuel rd tax green flag mot 

So...years later, this is still an issue with Quickbooks. Nice to know the coding team are really earning their money.

ALL of my expenses for my car have been put in the disallowable column, despite them being fully allowable expenses.

Like many people, I have to have my car for my job, which includes all the fun costs: fuel, parking, insurance, etc. So why then does it seem that EVERY time someone has asked about this, we're being referred to accountants?

I thought the whole point of using Quickbooks is that it helps you keep track to either a) file your taxes yourself or b) make it simpler for your accountant - and therefore cost less?

If someone could explain, in simple terms, how to amend this issue, that would be great. I don't want to speak to an accountant. I don't want to faff with the automatic vehicle tracking and all that garbage. I just want to know why these expenses are being put on the Disalloable portion (especially the ones with scanned receipts) and HOW to fix it.

Hi Liv,

Thank you for posting here in the Community. Allow me to chime in and share information about your Tax Summary concern in QuickBooks.

There are specific deduction categories to show transactions as allowable expenses on your Self-assessment tax return. The only workaround is to choose the closest category to show the expenses in the Allowable column in the form.

We have a link that contains all the information you need per box for the self-assessment tax return. You can correct the issue by updating the categorization of your expenses. Check out this article for additional guidance: Allowable and disallowable expenses explained.

Also, If you'd like to take care of your self-assessment taxes on your own in Self-Employed in the future, I'll add this link: Self Assessment for Income Tax checklist for QuickBooks Self-Employed.

Let us know if you still have more questions or concerns about adding the expense categorizations by leaving a reply. We'll help you out. Take care, and have a great rest of the day.