Sole trades schedule

The Sole Trades schedule helps report self-employment income, import quarterly income and expenses, claim losses and reliefs, and make adjustments.

About the Sole Trades schedule

The Sole Trades schedule lets you:
  • Report income from your client's self-employment business during the tax year.
  • Import your client's registered self-employment business details from HMRC.
  • View all sole trade business information in one place.
  • Import quarterly income and expense data.
  • Adjust reporting settings for the business.
  • Claim losses and reliefs.
  • Make manual adjustments when needed.
Digita calculates assessable amounts based on the information that you enter or import. Digita includes the trading profit in the relevant tax computation reports.

Before you begin

Import your client's registered businesses from HMRC before entering data. Refer to the HMRC Import Help Guide for detailed instructions.
Digita automatically creates child pages for each business HMRC provides on the
Data Entry
screen.