Income Tax Summary Report (SA103 short)

Use the income tax summary report in Accounting Individual to complete the self-employment section of your Self Assessment tax return. The report matches the HMRC short form (SA103S).

Before you start

• Check your Draft transactions. Add categories and save them to Completed
• Separate any non-allowable expenses. HMRC has strict rules about allowable business expenses, so review their guidance
• Apply any other accounting adjustments. The report doesn’t include all values needed for your tax return, so you may need to consult an accountant

Run the report

1. From the Reports tab, select Income Tax Summary (SA103 short). The report generates category totals.
2. Select Copy amount for each category and paste the value into the matching field on your tax return.

You can find the HMRC short form at gov.uk/government/publications/self-assessment-self-employment-short-sa103s

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Export the report

1. Select the Export as drop-down.
2. Choose a format (CSV, PDF, or Excel).
3. The file saves to your browser’s downloads folder.