Download a record of your quarterly update submission

Summary

How to download a CSV record of the transactions behind your last quarterly update in Sage Accounting and Sage Sole Trader. Use it as an audit record of the totals you sent to HMRC.

Description

You can download a CSV file of the transactions behind your last submitted quarterly update. Use it as an audit record of the income and expense totals you sent to HMRC. It helps you check your totals and find any missing or incorrectly included transactions.

Resolution

First, open your quarterly update history.

In the View quarterly update history window, select View last update.
The Quarterly update receipt opens.
Check the income and expense totals for the submission.
Select Download.
In the Download detailed CSV window, select Download CSV.

The CSV lists every transaction in each income and expense category for that submission. Open it to check your totals against what you sent to HMRC.

NOTE:

The CSV can take a few minutes to prepare. You don't need to stay on the page. Sage notifies you when the file is ready to download.

Solution Properties