Missing figures in your Income Tax quarterly update

Your Income Tax quarterly update in Sage Sole Trader shows zeros, or leaves out some expenses. Check the date on each transaction.

Sage Sole Trader builds your quarterly update from transactions you mark as Completed. It then filters those transactions by date.

A transaction dated outside the update period stays out of your figures. This happens even when you complete it and categorise it correctly.

Check the dates your quarter covers

Update periods run from 6 April, not from 1 January.

If you chose calendar update periods with HMRC, your quarters end on 30 June, 30 September, 31 December, and 31 March instead.

Check the date on your transactions

1. Go to Sole Trader, then select Transactions.
2. Select Completed.
3. Sort the list by date.
4. Compare the dates against your quarter above.

A transaction reaches your update when its date falls on or after 6 April and on or before the quarter end date.

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Change the date on a transaction

1. Go to Sole Trader, then select Transactions.
2. Select Completed.
3. Find the transaction you want to change.
4. Select Actions, then choose Edit.
5. Change the date to the day the money left or entered your bank account.
6. Select Save changes.

Repeat for each transaction with the wrong date.

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Check your figures again

1. Select Income Tax.
2. Choose View and send update.
3. Check your income and expense totals.
4. Select Send to HMRC.