Income Tax Summary Report (SA103 short)

Use the income tax summary report in the Sage Sole Trader mobile app to help you complete your self-employment section of your tax return (SA103).

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. 

Before you start

• Review Draft transactions, add categories, and move relevant items to Completed
• Identify and exclude non-allowable expenses, following HMRC guidance
• Add any required accounting adjustments and consult with your accountant if needed

1. Under Taxes, select the Income tax summary (SA103 short) report. The report will automatically generate the category totals. 
2. Use the Show detailed breakdown button to see how your total allowable expenses figure calculates. 
3. The Net profit or loss displays at the bottom of the page.

You can share the report by selecting the share icon in the top-right corner.

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