For Businesses with turnover of £85,000 pounds or less, the break up of individual expenses need not be given while importing data from BK or AP to SA100, rather the full value of total expenses can be pulled into box 20.
A new check box called "No breakup of individual expenses" will appear when creating a new SA100 form and Self employment short form, when the user ticks this check box, it will automatically enable the system to pick the total aggregate value of expenses into box-20 rather than detailed breakup of expenses into individual boxes otherwise by default individual expenses breakup will be given.
This feature has been enabled for Sole Trader and Individual client types in Self Assessment - see below for the navigation for both client types:
Sole Trader Client (New Return) - when creating a new return and using either Bookkeeping or Accounts Production as the mode of importing data, the checkbox to disable the breakup of expenses will appear - click on it along with the mode of import and save to create the return.
Upon importing data from either the Bookkeeping or Accounts Production module, any expenses will be imported and grouped under box 20 in the Self Employment Short supplementary page.
Sole Trader Client (Existing Return) - if the return is already created and In Progress, head to the return by clicking on it's reference number. Once in, add the supplementary page Self Employment Short, head to Business Expenses, then select the checkbox as shown below;
Individual Client - for Individuals, you will first need to link a Sole Trader business to that Individual - click here to read how to do so. After performing this link, head back to Self Assessment and into the Individual's dashboard. There create a new return or use an existing return by clicking on it's reference number.
When in the return, add the supplementary page Self Employment Short, head to Business Expenses, then select the checkbox as shown above.