Business details This area shows the related business that you're reporting for.
Tax estimate This area shows your estimated end of year tax based on your last update sent to HMRC. Learn How your tax estimate works.
Obligations Income tax obligations for each tax year are split into: Quarterly updates This section shows each quarterly income and expenditure update's submission status. It also lets you send new updates. You can view each update's obligation and timeframe for submission. These updates are cumulative. For example, when you send the second quarterly update, it sends all data from the tax year start up to yesterday. This overwrites data from the first update so that any amendments to your quarter one records are automatically updated to HMRC with your quarter two update. Quarterly update statuses include: | Status | What it means | | Locked | The quarterly period has not started, so you can't send income and expenditure data. | | Current quarter | You are within the quarterly period. You can send data to HMRC for an updated tax estimate. This obligation remains unfulfilled until the period ends. | | Update required | The quarterly period ended. You can now send the update to HMRC. A day counter shows how many days remain until the next update. If overdue, the counter turns red. Currently, no penalties apply for overdue updates. Penalties may apply starting from the 2026/27 tax year. | | Fulfilled | You sent all necessary data for the quarter. The obligation status updates to Fulfilled. | To submit a quarterly update select the Open quarterly update button. See Submitting quarterly updates. End-of-year tasks This shows your final declaration and due date. The status shows as locked until you complete all quarterly submissions. |