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cookies
Level 1

Disallowed Expenses

Hi 

 

  1. How do you alter the categories so it takes account of the expenses correctly in self employed version, ie van/travel? it has put most items as disallowable, along with several other expenses that are allowable they are all now in disallowable?
  2. Can you create your own categories like PPE?
  3. How do you take account of CIS tax that is deducted from your sales invoices? ie. short paid invoice and cis statements?
  4. Why cant you mark an invoice paid on the correct date that it was paid?
1 Comment 1
Catherine_B
QuickBooks Team

Disallowed Expenses

Hello cookies, 

 

While the option to customise and create categories is unavailable, you'll have to choose the closest category for the transaction. You can refer to this article for more information about disallowable travel expenses.  

 

With regards to your CIS tax, I recommend reaching out to your accountant on how to deduct it from your sales invoices. In addition, the system will record the payment date when you marked the invoice as paid. If it was paid today, you'll have to mark it as paid as well. 

 

The Community space is around to answer your concerns. Have a great day! 

 

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