Previous year's account details - free property account

Question asked by Walter van Rijn 2 months ago

Hi, I am looking to finalise my previous year's accounts (Ending Apr 2026) for one property. I can't see any of my previous year's accounts, only details of this year. How can I access them please? I have a free property account, in addition to a paid self-employed account.

2 Replies

Hi Walter,

The MTD for Income Tax widget on your dashboard is specifically designed to show current obligations and submission periods for the active tax year, it is not the primary tool for reviewing your historical financial performance.

To access and finalise your accounts for the year ending April 2026, you should use the Profit and Loss report. This report provides a comprehensive summary of your income and expenses to establish whether you were profitable or loss-making during that specific period. To view your 2025/26 data on the Profit and Loss report, please follow these steps:

  1. Click on the Reports heading on your Dashboard
  2. Select the Profit loss link
  3. Select the Period ending 2026
  4. Click find button to update the results

Tommy

Thanks Tommy, that worked. I can now see that a few expenses from the previous taxyear, I have added manually, have been incorporated.

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are