Wondering if anyone can help? I need to complete my tax return for 2014/15 soon and when I go to the Quickfile dashboard there is a table that shows total sales invoiced and total received and enables you to click backward to view previous months. However I can only click back to Nov 2014. Is there any way to view this further back than November?
TIA, Mel
If you’re completing your tax return, your best bet would be the Profit & Loss, and Balance Sheet reports, as these would give you a summary for any dates you enter.
The P&L report would basically reflect what’s shown on the dashboard - turnover = amount invoiced; expenses = purchase invoices, plus a few extras like wages, if you use them.
Hope that helps
Do you complete your tax return on the cash basis or the normal accruals basis? The P&L report works for the latter, but for the cash basis you need to use the “view payments” lists under sales and purchases for the appropriate date ranges - P&L is always based on invoices rather than payment dates.
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