ThisQuarter

Built around the people who file.

ThisQuarter is new for the 2026–27 tax year. So rather than borrowed logos, here is exactly how each kind of customer uses it — the situation, the screens and what gets filed.

Screenshots are the real app, filled with example names and figures.

Accountancy practice

A practice filing every client's quarter from one desktop

A small practice whose self-employed and landlord clients have all moved to quarterly filing. The work is no longer one return in January — it is four deadlines a year, per business, per client.

What gets filed

  • Quarterly updates for every business
  • Annual adjustments and BSAS
  • A final declaration per client
The client list with references and HMRC authorisation status for each client
  1. 1

    Connect once

    Sign in with the practice's HMRC Agent Services Account. The connection covers every client who authorises you.

  2. 2

    Invite each client

    Add the client's name, National Insurance number and postcode. HMRC sends the invitation, and the list shows who is invited and who has authorised you.

  3. 3

    Work one client at a time

    Set a client active, bring in their bank records or spreadsheet, and review the quarter that is due.

  4. 4

    File and move on

    Submit to HMRC. The receipt is kept against the client and their obligations update from HMRC.

Construction (CIS)

A joiner paid net of CIS by two contractors

A self-employed joiner who works for two main contractors, each deducting 20% under the Construction Industry Scheme, plus private jobs paid in full.

What gets filed

  • Quarterly updates for the trade
  • A final declaration that reflects CIS withheld
CIS deductions reported by two contractors, period by period, with totals withheld
  1. 1

    Bring in the bank statement

    Payments in and materials out are categorised as turnover and cost of goods.

  2. 2

    See what contractors reported

    CIS Deductions lists each contractor's monthly return from HMRC: gross paid, materials and tax withheld.

  3. 3

    Compare with the bank

    Check each contractor's gross figure against what arrived in the account, before the year end.

  4. 4

    File the quarter

    The update goes from the records. The CIS already withheld counts in HMRC's calculation of the year's tax.

Sole trader

A sole trader with one business bank account

A sole trader over the £50,000 threshold who has always done a self assessment return once a year, and now has to report every quarter.

What gets filed

  • Four quarterly updates
  • The final declaration that replaces the SA100
The Records screen: bank transactions categorised into turnover, cost of goods and other expense categories
  1. 1

    Import the statement

    Upload the bank's CSV export. Lines are matched to categories, and anything unclear waits in Needs review.

  2. 2

    Teach it once

    Categorise a payee and apply rules, so next quarter's statement sorts itself.

  3. 3

    Add receipts

    Drop in receipt photos or PDFs. They are read on your own computer and attached to the record.

  4. 4

    Check and send

    The quarterly update is totalled from the records, shown line by line, and sent when you confirm it.

Landlord

A landlord with a trade on the side

Someone who lets two flats and runs a small trade. HMRC treats the property income and the trade as separate businesses, each with its own quarterly updates.

What gets filed

  • Quarterly updates for the property
  • Quarterly updates for the trade
  • One final declaration
Obligations from HMRC: each quarter's dates, due date and whether it is filed or open
  1. 1

    Both businesses from HMRC

    The UK property business and the self-employment come straight from HMRC's records for the client.

  2. 2

    Records to the right place

    Rent, repairs and finance costs go to the property; sales and materials go to the trade.

  3. 3

    Separate deadlines, one view

    Obligations show each business's quarters, what is filed and what is still open.

  4. 4

    One declaration

    At the year end, a single final declaration covers both businesses.

Bookkeeper

Clients who won't give up their spreadsheet

A bookkeeper whose clients have kept their accounts in Excel for years and don't want to change how they work just because HMRC has.

What gets filed

  • Quarterly updates from the workbook
  • Annual adjustments and the final declaration
Choosing a business and quarter, with the option to file from records or from the client's spreadsheet
  1. 1

    Choose the spreadsheet route

    Mark the business as keeping its books in the client's spreadsheet, so its bank records aren't needed.

  2. 2

    Start from the template

    Get the template from the Quarterly Updates page, or keep the client's own labelled workbook.

  3. 3

    Import, don't retype

    Import from spreadsheet reads the figures by label into the quarter, keeping the digital link HMRC requires.

  4. 4

    Review and submit

    The same line-by-line check as any other update, then it goes to HMRC.

Running MTD in your practice with ThisQuarter?

We'd like to tell your story here — and in return, we'll walk you through the parts of the app you haven't found yet.

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