Change Income Tax categories
Description

How to change your categories after you assign your income tax categories to nominal codes in Sage 50 Accounts. This helps you meet MTD for Income Tax quarterly updates requirements.

Cause
Resolution

Change the categories

  1. Log in as Manager or a user with full access to the Nominal codes module.
  2. Go to Nominal codes then select Assign Income Tax categories.
  3. Select the row for the relevant Income tax category to change. The software will highlight the row.

TIP:

To select more than one category, use the Windows method. Hold the Ctrl key + select each item.  

Assign Nominal Codes to Income Tax Categories window.

  1. Select the Change tax category button at the top of the window.
  2. Choose the new category in the Income Tax Category dropdown then press OK.
  3. Select Save once you've changed your categories.
Steps to duplicate
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