Change your reporting date range for quarterly updates

Summary

How to change your quarterly update date range from cumulative to the end of the last quarter in Sage Sole Trader.

Description

By default Sage reporting for quarterly updates runs cumulatively. Use the change date range option if you need to reconcile a contained quarter. This gives you greater control over the transactions included in your submission.

Resolution

Change your reporting date range

  1. Go to Income tax.
  2. Select View and send update.
  3. Select Change date range. 
  4. Choose 06 April to end of last quarter.

This allows you to view your transaction data for that particular quarter, rather than cumulatively to the current date.

NOTE:

If you've already submitted an update for a period after the quarter end, the 06 April to end of last quarter option isn't available.

Solution Properties

Solution ID
260714101903180
Last Modified Date
Thu Aug 06 08:59:42 UTC 2026
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