Change your reporting date range for quarterly updates
Description

By default Sage reporting for quarterly updates runs cumulatively. Use the change date range option if you need to reconcile a contained quarter. This gives you greater control over the transactions included in your submission.

Cause
Resolution

Change your reporting date range

  1. Go to Reports, then select Income tax.
  2. Select View and send update.
  3. Select Change date range. 
  4. Choose 06 April to end of last quarter.

This allows you to view your transaction data for that particular quarter, rather than cumulatively to the current date.

NOTE:

If you've already submitted an update for a period after the quarter end, the 06 April to end of last quarter option isn't available.

Steps to duplicate
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