Adding a manual transaction
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 to add a manual transaction
Go to Record Keeping and select Add Transactions Manually
Select Income or Expense
Enter the description, recipient, business source and category
Choose the Account and input Date and Value
Mark as refund if applicable by changing the slider
Attach receipt/ invoice and add notes if required
Select Add transaction to save
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