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Using the cash book

The cash book is a single list of money in and money out for a bank or cash account. It suits sole traders and landlords whose records are a list of payments and receipts.

Adding entries

  1. Open it

    On the Bank tab choose "Cash book", then pick the account at the top.

  2. Enter the entry

    Enter the date, description, category, money in or out, and a reference.

  3. Add

    Press "Add". For a VAT-registered client, VAT is split out using each category's usual VAT code.

The income tax cash book

Making Tax Digital for Income Tax has its own cash book on the Income tax tab, using HMRC's categories. See the income tax cash book.

Related articles

Making Tax Digital for Income TaxThe income tax cash book and uploading a record sheetA client's records can come from the ledger, from the income tax cash book, or from a spreadsheet you upload.BookkeepingThe chart of accountsEach client has its own chart of accounts.

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