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View your 2025 to 2026 tax year transactions in Sage Sole Trader

Created on  | Last modified on 

Summary

How to find and report on your 2025 to 2026 tax year transactions in Sage Sole Trader. This depends on whether or not you joined the Making Tax Digital (MTD) for Income Tax beta.

Description

Where you find your 2025 to 2026 transactions depends on whether you joined the MTD for Income Tax beta during that year.

If you joined the beta, you can view and update your records in the Income tax area. If you didn't join the beta, your transactions are still in Sage Sole Trader. You access them through reports instead.

The first tax year you can submit through MTD for Income Tax is 2026 to 2027. For 2025 to 2026, submit your Self Assessment using HMRC's standard government gateway process.

Resolution

If you didn't join the MTD for Income Tax beta

Sage Sole Trader saves your 2025 to 2026 transactions in reports. You won't see them in the Income tax area, as that area is only for customers who joined the beta during that period. To view your figures and complete your Self Assessment:

  1. Go to Reports.
  2. Select Income tax summary (SA103 Short).
  3. Set the date range to the 2025 to 2026 tax year.
  4. Use the figures to complete your Self Assessment through HMRC's government gateway.

NOTE:

You can also run other standard reports against your 2025 to 2026 transactions, for example Profit and Loss or Trial Balance.

If you joined the MTD for Income Tax beta

Use the Income tax area to view your submissions and update your records:

  1. Go to Income tax.
  2. Select the 2025 to 2026 tab.

    TIP:

    Sage Sole Trader opens the most relevant tax year by default, so you can switch tabs if you need to.

     

  3. Select Submission history to review your submitted updates.
  4. To send a new update, select the option to submit another update for the tax year.

If your income or expenses change before you complete your tax return, send another update for the same tax year.

When you go to Income tax, Sage Sole Trader opens the tax year most relevant to you:

  • If you haven't submitted all four quarterly updates for 2025 to 2026, it opens 2025 to 2026
  • If you've submitted all four updates, it opens 2026 to 2027