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Adding a Solo Income Source

Updated over a month ago

Create self employed or UK property income sources to which costs, sales and bank items can be assigned, before being categorised and organised via tax reports to be used to complete tax returns.

To add an income source:

  1. Go to Business settings in the sidebar

  2. Then Lists > Income sources

  3. Click Add income source at the top of the page

4. Enter the name of the income source, select the business type (self employed or UK property) and the accounting method (accruals or cash accounting). When ready click Create

The income source will then be listed, and you can edit the income source at any time by clicking Manage next to it on the list.

See how to assign costs, sales and bank items to an income source here.

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