Download a record of your quarterly update submission

You can download a CSV file of the transactions behind your last submitted quarterly update. Use it as an audit record of the income and expense totals you sent to HMRC. It helps you check your totals and find any missing or incorrectly included transactions.

First, open your quarterly update history. 

1. In the View quarterly update history window, select View last update.
2. The Quarterly update receipt opens.
3. Check the income and expense totals for the submission.
4. Select Download.
5. In the Download detailed CSV window, select Download CSV.

The CSV lists every transaction in each income and expense category for that submission. Open it to check your totals against what you sent to HMRC.

View your quarterly update history