Adding a manual transaction

What is this?

You or your client can add individual transactions to their Record Keeping to ensure all transactions are digitally logged and included in the tax return.

How do I do this?

1. Go to Record Keeping and select Add Transactions Manually

2. Select Income or Expense

3. Enter the description, recipient, business source and category

4. Choose the Account and input Date and Value

5. Mark as refund if applicable by changing the slider

6. Attach receipt/ invoice and add notes if required

7. Select Add transaction to save

Need help?

If you need any assistance please check out the other articles in our Help Centre for how to get started using your account and if you have any further questions you can contact our support team here.