Fix: Accurate Running Totals for Mixed-Income Taxpayers
Fix: Accurate Running Totals for Mixed-Income Taxpayers
Released in v1.0.427
If you have both a property rental business and a self-employment (SE) business registered under the same organisation, the Quarterly Summaries dashboard now correctly shows separate, accurate running totals for each business.
What was happening
Before this fix, the running totals shown on the Quarterly Summaries dashboard were calculated from all transactions in your organisation — regardless of which business they belonged to. For mixed-income taxpayers this meant:
| You were viewing… | Running totals incorrectly included… |
|---|---|
| SE business tab | Property rental income and expenses |
| Property business tab | SE trading income and expenses |
This caused income and expense figures to appear inflated before submission, and could have led to incorrect quarterly updates being reviewed and submitted to HMRC.
What changed
The quarterly-summary data loader now scopes its transaction query to the specific business type you are viewing:
- SE business tab: only counts transactions categorised with SE HMRC categories (
se_*), plus uncategorised transactions not linked to a property. - Property business tab: only counts transactions categorised with property HMRC categories (any category not prefixed
se_), plus uncategorised rows.
The fix is contained entirely within the server-side data query. The shape of data returned to the dashboard, the quarter calculation logic, and stored submission summaries are all unchanged.
Who is affected
This fix affects organisations that have both a property business and a self-employment business active in the same tax year. Organisations with only one business type were not affected — their running totals were always correct.
What you should do
No action is required. The corrected totals are applied automatically the next time you load the Quarterly Summaries dashboard. If you have already reviewed quarterly figures and are concerned about a submission, compare the updated totals against your transaction list for that quarter before submitting.