Add attachments

How to add attachments to transactions for record keeping in Sage Sole Trader.

You can attach documents such as receipts, invoices and bank statements to your transactions to help keep clear digital records.

When you send a quarterly update, HMRC receives a summary of your business income and expenses, not copies of every receipt or invoice.

You don't need to upload copies of all your receipts and invoices to HMRC with each quarterly update.

Quarterly updates send a summary of your business income and expenses, not supporting documents. Attachments are for your own record keeping and can help if HMRC later asks for evidence for a transaction.

Before you begin

Add attachments to the Draft and Completed transactions sections, and when you're creating a new manual transaction (Money in or Money out). 

Each file can’t be larger than 30MB. You can upload the following file formats:

• PDF
• JPEG, JPG, PNG, BMP, GIF
• DOC, DOCX, RTF, TXT
• CSV, XLS, XLSX,
• PPT, PPTX, XML, ODP, ODT, ODS

Upload an attachment

1. From Transactions, select Draft or Completed.
2. Within the Draft or Completed transactions screen, select Attach.
3. From your device, drag and drop your file or choose Select files to open individual or multiple files. 

Once you've uploaded your file, open it by clicking the file name link. Or you can replace or delete the attachment following the same steps.