View your Income Tax summary

The Income Tax summary in Sage Accounting and Sage Sole Trader helps you view your obligations, check submission statuses, and see your estimated end-of-year tax.

Business details

This section shows the business you’re reporting for.

Here you can change the income source link, but only before you send your first submission.

You can choose between different quarterly update types: 

• Standard – 6 April to 5 April the following year
• Calendar – 6 April to 31 March in the first year, then 1 April to 31 March in the following years
  (Only select this if your accounting start date is 1 April)

Learn more: Change your Income Tax submission period.

If you change business details on the HMRC site, use the Refresh option in Sage to update your details.

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Tax estimate

This area shows your estimated end of year tax based on your last update sent to HMRC.

Learn more: How your tax estimate works.

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Obligations

You meet your income tax obligations through quarterly updates and an end-of-year declaration.

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Quarterly updates

Each quarter is cumulative. When you send your second update, it includes all data from the start of the tax year up to the next update. This overwrites the first update, so any corrections automatically flow through.

Quarterly update statuses are:

Status	What it means
Upcoming	The quarterly period hasn't started, so you can't send data.
Open	You are within the quarterly period and can send data to HMRC.
Update required	The period has ended. You must send the update. A day counter shows the deadline. The counter turns red if overdue. Penalties can apply from the 2026/27 tax year.
Complete	You sent all the required data. The status updates to Complete.

Quarterly updates are due:

• 7 August for the period 6 April to 5 July
• 7 November for the period 6 July to 5 October
• 7 February for the period 6 October to 5 January
• 7 May for the period 6 January to 5 April

The counter in the Summary area shows how many days remain before your next submission is due.

See: Submitting quarterly updates.

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End-of-year tasks

This shows your final declaration and due date. The status stays locked until you complete all quarterly submissions.

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HMRC Assist

HMRC Assist analyses your submissions and HMRC data to give you feedback and suggestions. It can highlight missing income, allowances, or reliefs.

Learn more: HMRC Assist.