Follow

Connecting to Sumup

To connect to Sumup you must first add a self employed page in GoSimpleTax, if you have not done this during your initial set up you can use the '+ NEW PAGE' button to create the page.

Please note that you will be able to try this integration during your trial period.

 

mceclip0.png

 

Once you have added the self Employed page please click the EDIT link and complete the appropriate information, in particular the accounting period start and end dates. These dates are important as they determine the period of transactions to be imported from Sumup.

Once completed SAVE

 

mceclip2.png

mceclip2.png

 

Then you can click CONNECT

mceclip1.png

And the CONNECT to Sumup

mceclip0.png

On clicking CONNECT we will go to the Sumup website to start the authorisation process. 

mceclip1.png

Please enter your Sumup credentials, this will then authorise Sumup to share your income and associated Sumup charges with you GoSimpleTax account. 

 Once connection has been completed we will confirm this on screen. You can then RETURN TO YOUR TAX RETURN

 

mceclip0.png

Your sales and Sumup costs will then show on your self employed page.

mceclip1.png

 You can now add any cash sales to income and other business expenses in the expenses section.

 

 

 

 

 

 

 

 

 

 

 

The friendly way to do your taxes online.

SimpleTax automatically tells you what expenses you should be claiming, what you should watch out for and ways to lower your tax bill.

Have more questions? Submit a request

Comments

Powered by Zendesk