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How do I submit a quarterly update for self-employment?

Record your income and expenses as transactions, open Submissions, choose the quarter, check the figures EasyTaxer will send, then select Submit and confirm.

Where to find it in EasyTaxer: Tax → Submissions (or Income → Self-employment)

Nothing loads from YouTube until you press play. The video has captions: turn them on with the CC button in the player. You can also watch it on YouTube. The steps below are the text version of this video.

Before you start

  • EasyTaxer is connected to HMRC.
  • Your self-employment business is chosen for the tax year on the Income sources page.
  • The quarter's period has ended. A quarter can only be sent once its period is over.
  • Your income and expenses for the period are recorded as transactions.

Steps: the text version of this video

  1. Your transactions

    Your quarterly update is built from the transactions you record in EasyTaxer. Here are a sole trader's sales and business costs for the tax year so far.

  2. Open Submissions

    Open Submissions. Each business shows its four quarters for the tax year, with the period each one covers and its deadline.

  3. Choose the quarter

    Select the quarter you want to send. Here it's the second quarter, which ended on the fifth of October. Each update covers the tax year so far, from the sixth of April, so it includes the first quarter too. Later quarters open once their period has ended.

  4. Check the figures

    EasyTaxer adds up your income and expenses for the period, sorts them into HMRC's categories, and shows exactly what it will send, down to the net profit.

  5. Submit to HMRC

    When the figures look right, select Submit. EasyTaxer asks you to confirm, then sends the update straight to HMRC.

  6. Done

    EasyTaxer confirms as soon as HMRC has accepted your quarterly update.

What happens next

  • HMRC checks the update. As soon as HMRC accepts it, EasyTaxer confirms it on screen.
  • If HMRC rejects the update, EasyTaxer shows you HMRC's own error message, so you know what to change before you send it again.

Related

Checked against EasyTaxer on 25 September 2026. Screens can change between releases; if something here does not match what you see, please tell us.