A walkthrough video is coming soon.
For now, the written steps below take you through everything.
What is a quarterly update?
A quarterly update is a short digital summary of your business income and expenses for a three-month period, sent to HMRC. You send one for each of the four quarters in the tax year. It's a running total, not your final figures — you'll confirm everything later in your final declaration.
Because EasyTaxer already holds your records, a quarterly update is mostly a case of checking the figures and pressing submit.
When are they due?
For the standard tax year (6 April – 5 April), each quarter has a deadline a little over a month after it ends:
| Quarter | Period covered | Deadline |
|---|---|---|
| Q1 | 6 Apr – 5 Jul | 7 August |
| Q2 | 6 Jul – 5 Oct | 7 November |
| Q3 | 6 Oct – 5 Jan | 7 February |
| Q4 | 6 Jan – 5 Apr | 7 May |
EasyTaxer shows your next deadline on your dashboard, so you never have to memorise these.
Submitting your update, step by step
Check what's due
Open your dashboard. EasyTaxer lists the obligations it has fetched from HMRC and highlights the quarterly update that's due, with its deadline.
Make sure your records are complete
Enter or import any income and expenses for the quarter that aren't already recorded. The more up to date your records, the more accurate your update — and your real-time tax estimate.
Review the figures
EasyTaxer totals your income and expenses for the period and shows you exactly what it will send to HMRC. Have a quick look to make sure it matches your expectations.
Submit to HMRC
Confirm and submit. EasyTaxer sends your update directly to HMRC through its secure API and shows you a confirmation. Your dashboard then updates to show the obligation as met — and the next deadline.
A few tips
- Keep records as you go — it makes each quarterly update almost effortless.
- Quarterly figures are estimates; you can correct anything later in your final declaration.
- If you have more than one business or property, you'll submit an update for each.
Common questions
What if I made a mistake?
Quarterly updates are cumulative, so a later update can correct an earlier figure, and your final declaration confirms the true totals. EasyTaxer makes amendments straightforward.
Do I pay tax with each update?
No. Quarterly updates are for reporting only. Your tax is calculated and due based on your year-end final declaration.
What happens at the end of the year?
After the tax year ends you confirm your final figures and submit your final declaration, which replaces the old Self Assessment return.
Ready to stay on top of every quarter?
EasyTaxer tracks your deadlines and walks you through each submission.
Get started