How do I generate an itemised list of disallowable;e expenses from my 2024-2025 tax summary. What is the step by step procedure?

You can run a Profit and Loss report to view a list of accounts associated with transactions marked as disallowable. Then, click the amount on each account to see the list of transactions, Info2172. 

Please know that QuickBooks Self-Employed (QBSE) automatically determines whether an expense is allowable based on your tax profile, so you don't have to adjust or classify them manually.

Here's how you can run a report:

1. Go to Reports.
2. Click Profit and loss and choose the date you want to run.
3. Hit View.
   
   

Feel free to explore this article to understand better which expenses are considered allowable and which are disallowable: Allowable and disallowable expenses.

Additionally, you can check out these articles in case you need guidance on categorizing transactions and using rules to manage them in QBSE: Create rules to speed up reviews in QuickBooks Self-Employed.

Please don't hesitate to revisit this thread if you have additional questions about running reports. The Community team is always here to help you.