How do I split connected bank transactions when I am reviewing and categorising them ?

Hey Crowbar922​ this has got me scratching my head. I'm going to have to do some digging to get to the bottom of this for you. I'll come back to you as soon as I can with more info!

Hey Crowbar922​ I just want to check if I've understood you correctly.

Sales Before GST Registration

• You have received invoice payments from a customer before you were registered for GST.
• You want to categorise these payments as "sales", but ensure they are marked as non-GST since you weren’t registered at the time.

Split GST on One Invoice

• One invoice includes work done for this customer before registering for GST
• You have completed work for this customer and this job before AND after your GST registration date.
• You didn’t charge GST on the first part of the work, but want to charge GST on the next part.

Have I got that correct?

Also, you mention monthly postpaid mb bills, could you elaborate on what you mean by "mb"?

Thanks I’ll look at that and thanks for all your help (and patience)

Glad it's all working for you Crowbar922​! Give us a shout if we can help with anything else

Hey Crowbar922​ is the income across 1 payment where multiple transactions have been paid out together or is it one payment with multiple categories?

Before registering for GST, I have invoice payments I want categorise as “sales” but then edit so they are non gst.

Also one particular invoice payment I am looking at is an invoice which is a combination…

On certain parts of that invoice I didn’t charge gst for work done. Then after registering for gst on a certain date, I then have gst added on for any work I did after that date.

So that is one transaction I want to split when categorising it as “sales” so that some of those sales are non gst.

I also recently switched from monthly postpaid mb bills to yearly prepaid with my mb.

The receipt for that prepaid mb has no gst. (I think they said it because it’s a voucher that hasn’t been used yet)

So with that prepaid mb transaction I want to categorise it as mb like I always do but then modify it so it’s non GST.

Sorry for the essay. Hope that makes sense 

Hi, yep that's all correct.

Mb means mobile phone.

With post paid mb bills, gst is included on each bill but unless I have made a mistake, with pre paid mb, gst isn't on the invoice.

So l would want to still categorise the pre paid mb bill transactions as "mobile phone" but mark them as non-gst

P.s re pre paid mobile, an acquaintance said yesterday, that they think the initial invoice has no gst because you are paying for a service you haven’t used yet (a voucher) 

And then say a year later when you have fully used the prepaid mobile you MAY be able to get a receipt then with gst on it.

I’m sure a lot of people reading this must know all about this, so if you can explain, that would be great. I’m totally new to using prepaid mobile.

Anyway this is a separate discussion to what my original question was about.

Here’s what I am wanting to do with the connected income or expense bank transactions…. 

Hey Crowbar922​ there's a lot here so I am going to start with your invoices.

The original invoice you’ve already sent out can’t be edited to add a GST line item. That one needs to stay exactly as it is, GST-free, and be categorised as you normally would.

For the work you’ve done since registering for GST, start a new, separate invoice that includes GST. This way your books are neat and tidy, and everything’s accounted for correctly. 👌

The screenshot you have shared relates to expenses, not income. This is why you are not able to go back in and change your existing invoices and add in GST line items.