QuarterFile

We’ll email you the day it opens

Filing starts once HMRC approves QuarterFile for live filing. No account, no card.

We store your email address to tell you when QuarterFile opens, and to send one reminder before each quarterly deadline, until you unsubscribe. Nothing else. How we handle your data.

The whole thing, start to finish

How QuarterFile works

It’s built so the first time through takes about ten minutes. Returning quarters are quicker: your column mappings and categories are remembered.

Filing starts once HMRC approves QuarterFile for live filing. Until then you can check your MTD date, read the guides and join the reminder list: we’ll email you the day sign-ups open.

How to file a quarterly update: import, review, file

Step 1

Import

Upload your bank statement CSV. QuarterFile remembers your columns and flags anything that looks like a duplicate.

Step 2

Review

Every line gets a suggested category. You confirm or change each one. Nothing is filed that you haven’t confirmed.

Step 3

File

Check your totals, connect to HMRC, and file. Filing opens when HMRC approves QuarterFile for live filing, and each filing gets a receipt with HMRC’s reference, kept for as long as HMRC could ask about it.

Import your bank statement

Duplicates are flagged before anything is saved (“14 rows look like duplicates, review”), so importing the same statement twice never doubles your income. Your column mapping is remembered for next quarter.

Review your quarter

Each line shows a suggested category: “Suggested: confirm or change.” Confirm one by one or in bulk. Only lines you’ve confirmed count, and the review screen warns about anything odd before you file.

File, and keep the proof

Once HMRC approves QuarterFile for live filing, one press files your update and you get HMRC’s receipt reference, the exact time, and a copy by email. Every filed quarter stays in your history for as long as HMRC could ask about it, printable and exportable.

The HMRC connection

Connecting to HMRC: once, and safely

You’ll sign in on HMRC’s own website and come straight back. It takes about a minute.

  1. QuarterFile

    You press “Connect to HMRC”.

  2. HMRC’s own website

    You sign in with your Government Gateway details on gov.uk, never here.

  3. Back to QuarterFile

    HMRC sends you straight back, connected. Every 18 months HMRC asks you to connect again.

QuarterFile never sees your Government Gateway password. This is HMRC’s standard way of authorising software, and you can disconnect at any time in Settings.

Ready when you are

Check if MTD applies to you See pricing

Recording and filing by hand is free, forever. Get an email when it opens →