Efficiently Manage Your Self-Employed Invoices
As a self-employed individual, keeping track of your invoices is vital for accurate self-assessment tax returns. The Pie Tax App streamlines this process, making it easy to upload and manage your invoices specifically for self-employed income. In this guide, we'll walk you through the steps to efficiently upload invoices using the app's intuitive features, ensuring your records are well-organised and ready for submission to HMRC. It's important to note that only self-employed income should be invoiced, not income from PAYE sources.
Step-by-Step Guide: Uploading Invoices via Bookkeeping
The Bookkeeping method is ideal for connecting and reconciling invoices directly from your bank account. Follow these steps:
Before uploading receipts, make sure your bank account is linked to the Pie Tax App. This will enable you to reconcile any expenses incurred during work days directly from your transactions.Connect Your Bank Account
Open the Pie Tax App on your device. Navigate to the ‘Bookkeeping’ section by selecting ‘All Transactions’ from the menu.Access the Bookkeeping Section
Browse through your transactions to find the self-employed income you want to add an invoice. Swipe right on the chosen transaction to declare it as an income. Please note that only self-employed income needs to be declared this way. Select a Transaction
Fill in the necessary details for your income, including the tax percentage if you are CIS. Look for the option labelled ‘Add Invoice’ within the transaction details.Enter Income Details
Tap on ‘Add Invoice’ and choose from the following options, 'Take a Photo' Capture an image of your invoice using your device’s camera. 'Upload from Library' Select an existing file or photo from your device’s library.Upload Your Invoice
Once the invoice is uploaded, the reconciled transaction will appear under the ‘Income’ tab in the Bookkeeping section. Tap on the specific transaction to view the invoice file you have uploaded.Confirm and Review
Step-by-Step Guide: Uploading Invoices via Quick Add
For invoices not linked to bank transactions, such as those for cash payments, the Quick Add feature allows for manual entry. Here’s how to do it:
Open the Pie Tax App and navigate to the home screen. Tap on ‘Quick Add’ to begin the process.Access Quick Add
Under the ‘Transactions’ tab, tap on ‘Add an Income’ to begin entering a new invoice manually.Add an Income
Enter the required details for your income, including the amount, date, and income source. If you are part of the CIS scheme, make sure to include the tax percentage. Then, scroll down to select the ‘Add Invoice’ option.Enter Invoice Details
Tap on ‘Add Invoice’ and choose from the following options: Take a Photo to capture an image of your invoice using your device’s camera, or Upload from Library to select an existing file or photo from your device’s library.Upload Your Invoice
Once the invoice is uploaded, the reconciled transaction will appear under the ‘Income’ tab in the Bookkeeping section. Tap on the specific transaction to view the invoice file you have uploaded.Confirm and Review
Troubleshooting Common Issues
Sometimes, issues can arise during the process. Here are some common problems and solutions:
Ensure your bank account is linked correctly for automatic reconciliation if invoices aren’t appearing.Verify Bank Account Link
Make sure invoice photos are clear and legible; retake any blurry images.Enhance Invoice Image Quality
Use the latest version of the Pie Tax App to avoid technical issues or bugs.Update the App
Frequently Asked Questions
Can I upload invoices for PAYE income in the Pie Tax App?
No, only self-employed income should be invoiced in the Pie Tax App. PAYE income cannot be added as an invoice.
How do I upload an invoice for self-employed income?
To upload an invoice, navigate to either the Bookkeeping section or use the Quick Add feature. Select a transaction, tap on 'Add Invoice', and either take a photo or upload an existing file from your library.
How do I link my bank account to the Pie Tax App?
Access the app's settings and follow the prompts to connect your bank account, enabling automatic reconciliation of self-employed income.
Can I upload invoices for cash transactions?
Yes, use the Quick Add feature to manually enter invoice details and attach a photo of the invoice for cash transactions.
What should I do if my invoice photos are blurry?
Retake the photo using good lighting and ensure the entire invoice is visible and legible. Use a steady hand for a clear image.
