How-to guides — using ThisQuarter for Making Tax Digital
Step-by-step guides to using the ThisQuarter desktop app: connect to HMRC, add clients, import your figures, submit quarterly updates, run BSAS adjustments, file your final declaration and check CIS deductions.
How to Complete Your Final Declaration in ThisQuarter
The year-end step by step: add your non-business income and reliefs, trigger and review HMRC's tax calculation, and submit the final declaration that replaces the SA100 — all in ThisQuarter.
How to Review and Amend a Submitted Quarterly Update
How to correct a quarterly update you've already filed in ThisQuarter — unlocking the period, amending the cumulative figures, resubmitting to HMRC, or cancelling to restore the filed version.
How to Add a Client and Send an HMRC Authorisation Request
For accountants: how to add a client in ThisQuarter, pass HMRC's proof-of-knowledge check, and send an authorisation request so you can file for them under your Agent Services Account.
How to Import Your Figures from a Spreadsheet into ThisQuarter
Bring your income and expenses into ThisQuarter from Excel or CSV — how the labelled import works, how to check the preview before applying it, and how it feeds straight into your quarterly update.
How to Keep Digital Records of Your Expenses for MTD
A practical guide to keeping digital records of your business expenses for Making Tax Digital — what to capture, how to categorise it, what a digital link is, and how ThisQuarter stores it securely.
How to Submit a Quarterly Update in ThisQuarter
Step-by-step guide to filing an MTD for Income Tax quarterly update in ThisQuarter — from entering or importing your figures to confirming and submitting to HMRC.
How to Connect ThisQuarter to HMRC
Step-by-step guide to connecting the ThisQuarter desktop app to HMRC — as an accountant using an Agent Services Account, or as an individual using your own Government Gateway login.