Self Employed Income values aren't pre-populated

SuperchargedLlama

Hi there,

I’m currently filling out my SA and I’ve hit a bit of a stumbling block; the Self Employed Income values aren’t pre-populated from my data in Crunch…I thought they used to be when I’ve done it before? Not a problem inherently, but I don’t know where to look in order to find these values to put in. If you could point me in the right direction I’d appreciate it greatly.

All the best,

Adrian

Katie

Hi Adrian,

I’ll check in with our product team for you and see why this isn’t populating.

We’ll be in touch again as soon as possible.

Katie

Hi Adrian,

I’ve spoken to our Product team who have advised that the fields won’t auto-populate.

You can gather the figures you need by exporting your Crunch data to a spreadsheet. To do this go to Your Account > Settings > Export Your Crunch Data.

You can filter the date range you need (06/04/2023 - 05/04/2024) and choose which items to export (Client Payments and Expenses).

Hope this helps.

Katie

SuperchargedLlama

Katie Must apologise for my late response - I didn’t get an email notification that you have replied.

One thing I just want to clarify is that, when summing the Expenses, I should deduct any of the credit note values from the total, right?

Katie

SuperchargedLlama Yes, that’s exactly right.

All the best,
Katie

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