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How to do things in Quarterwise

Short, step-by-step articles for the moments people get stuck. If yours is not here, email support@quarterwise.co.uk and a person will reply.

Filing to HMRC

Set your quarterly periodsBefore your first quarterly update, HMRC needs to know whether your quarters follow the tax year or the calendar. It takes a minute, and it has to be done in Quarterwise rather than on HMRC’s website.About a minute

Your account

Give your accountant accessYour accountant can see your books, or keep them for you, from their own free login. You choose what they can do and can remove them at any time. Filing to HMRC stays with you.Two minutes

Looking for the tax rules rather than the buttons?

The guides explain Making Tax Digital itself: thresholds, deadlines, what counts as an expense. The FAQ covers plans and billing.