Question asked by Matthew Thomas 5 weeks ago
property is split 95/5 I only want to declare 95% of the totals from the bank statements imported . Where can I input the ownership split so that transactions are automatically re calculated on the submission form to 95% please ?
Hi Matthew,
Currently, it is not possible to input an ownership percentage ratio that will automatically adjust or recalculate your imported bank statement transactions
To record only your 95% share of the totals, you will need to manually adjust the figures. When you are on the bank explanation screen for an imported income or expense transaction, you can manually change the amount in the payment or receipt field to reflect exactly 95% of the total before choosing your account category and saving.
The remaining 5% of the transaction can then be explained using the Drawings account code to mark it as personal and excluded from your quarterly submission calculation.
Tommy
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