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Income Tax Summary Report (SA103 short)

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Summary

Use the income tax summary report in Accounting Individual to help you complete your self-employment section of your tax return (SA103).

Description

This is where you tell HMRC about any income that you receive from self-employment. It can be the online form or the short version of the paper form (SA103S).

The report includes totals for the categories that match the HMRC form. Simply copy the value from the report for each category and enter it on your tax return. 

Resolution

Before you start

  • Check your Draft transactions. Add categories and save them to Completed if they should be included on your tax return
  • Check you have identified and separated any non-allowable expenses. HMRC has strict rules about what are allowable business expenses so make sure you read their guidance
  • Include any other accounting adjustments. The report doesn’t include all the values necessary to complete your tax returns, so you may need to speak to your Accountant

Read the HMRC notes (opens in a new tab)

Run the report

  1. From the Reports tab, select the Income tax summary (SA103 short) report. The report will automatically generate the category totals. 
  2. Use the Copy amount button to copy the value from the report for each category and enter it on your tax return. 

Export the report

  1. Select the Export as drop down button.
  2. Choose the file format you want to export to (CSV, PDF or Excel). 
  3. The report will then save to your web browser downloads folder.