🎥Advanced and multiple tagging of transactions in "untied"

This article explains how to use the advanced tagging features in "untied". These help you split a transaction across different tax tags, gross up income where fees have been deducted, and see the individual tax entries created by your tags.

(Note this article is to apply multiple tags to one transaction - if you want to tag multiple transactions in one go see this bulk tagging article)

Finding this in "untied"

You can access all of these features in "untied" Pro in the browser:

"untied" → Transactions → Select a transaction → Tag transaction

Additional features, such as the tax transactions view, are accessed from:

"untied" → Transactions → Menu (three lines, top right) → Tax transactions

Splitting a transaction across multiple tags

Some transactions include costs you want to allocate to multiple tax categories (or tags in "untied" language).

You can split the entry so each part is tagged correctly.

Example: Amazon purchase

Imagine an Amazon transaction for £24, where:

£4 relates to your business
£20 relates to your rental property

To split the transaction:

Open the transaction in Transactions.
Enter the first line for £4 and choose the correct business tag.
Tap Add another line.
Enter the remaining £20 and tag it, for example, as repairs and maintenance.
Tap Save.

The total and claimed amounts will match, and the tag column will show “Multiple”.

You can always see at the top of the transaction how much remains to be allocated. You'll get a warning - which you can override - if the total changes direction or is more than the value of the initial transaction.

Grossing up income where fees have been deducted

Some income arrives after deductions have already been taken by an agent or a platform. To show the full income and the related expenses separately on your tax return, you should gross up the amount.

Example: Rental income with deductions

You receive £1,080 from your letting agent. The full rent is £1,400, but the agent has deducted:

£120 of agent fees
£200 of maintenance

To record this:

Tag the £1,080 received as rental property income.
Add a money in line for £120 tagged as rental property income.
Add a money out line for £120 tagged as agent fees.
Add a money in line for £200 tagged as rental property income.
Add a money out line for £200 tagged as repairs and maintenance.
Check the remaining balance is zero and save.

This results in one transaction using multiple tags.

An alternative - using contra (in and out) transactions

Instead of grossing up within a single transaction, you can choose a simpler alternative:

Claim only the amount received, and
Create separate in and out entries to represent the deducted fees.

Example:

Money in £120 tagged as rental property income
Money out £120 tagged as agent fees

Using the tax transactions view to see transactions

When a transaction has multiple tax tags, it appears as “Multiple” in the main list. To filter by tag, use the tax transactions view.

To access it:

Go to Transactions.
Tap the three-line menu (top right).
Select Tax transactions.

This view shows every underlying tax entry created by your tagging choices, such as rental income, agent fees, or repairs. You can filter these entries to see just one tag type. Tap the top navigation to return to your main transactions.

Making a simple partial claim

For many users, advanced features are not needed. If only part of a cost is being claimed:

Claim the relevant amount only as a partial claim
Leave the rest untagged

For example, for a £20 Amazon purchase where only £5 relates to business:

Enter £5 and apply the appropriate tag.
Save the transaction.

Untagged amounts will not appear on your tax return.

Summary

Advanced tagging in "untied" is useful when you need to:

Split a transaction across different tax purposes
Reflect income that has had fees deducted
Use contra entries for clarity
Filter individual tax entries in the tax transactions view

However, for simple partial claims, just tag the allowable amount.