Question asked by Neil Startin 2 months ago
Hi,
Is it possible to export my (manually inputted) income and expenditure for the first quarter and then my partner import it into his account? We are equal partners and have pretty much the same figures, with some minor adjustments.
Or will he have to manually input all of the data that I've already inputted?
Thanks, Neil.
Hi Neil,
Unfortunately, it is not possible to import data on the MTD plans. The import functionality is only available on the Small plan and above.
However, if the property is jointly owned, HMRC does not require you to keep full digital records of every individual receipt. Instead, you only need to record and submit your specific share of the income and expenses.
Your partner can use the Manually Record Income and Expense button on the dashboard to record their % share of each income category and a single entry for their % share of each expense category for the quarterly period.
Tommy
Best answerThanks for your help!
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