Annual Report

This article relates to the Additional Self Employment Module

The Annual Report provides a comprehensive overview of your additional self-employment performance for the relevant tax year.

What the report shows:

For each business (shown separately):

• Business name with status indicator (Active/Inactive)
• Monthly breakdown table with columns for each month (Apr 2025 – Mar 2026)
• Income row: Total income per month
• Expenses row: Total expenses per month
• Profit/Loss row: Calculated automatically (Income – Expenses)
• Total column: Year-to-date totals on the right

Overall Summary section:

• Combined totals across ALL businesses
• Total Income (all businesses combined)
• Total Expenses (all businesses combined)
• Overall Profit/Loss (highlighted in blue border)
• Color coding:
  • Green background for income
  • Red background for expenses
  • Yellow background for profit/loss rows
  • Red text for losses, green text for profits

How to use the report:

1. Click “Annual Report” in the button menu
2. Review each business’s performance individually
3. Check the Overall Summary at the bottom for your combined position
4. Use this information for tax planning and business decisions
5. Print or save the page for your records