A clearer record to review
Organised entries make it easier to see the records behind a selected-period summary.
Quarterly records, made clearer
Simple quarterly record keeping for UK self-employed people.
QuarterReturn organises the income and expenses you enter manually, so you can review your saved records.
Enter and categorise your records yourself, then review a read-only summary.
A simple rhythm for the quarter.
Keep your records organised and review what you have saved for a period.
- 01
Record
Enter an income or expense with its date, amount and description.
- 02
Organise
Choose a category for each entry so similar records stay together.
- 03
Review
Look through your saved entries and check the details you entered.
- 04
Quarterly Summary
View a read-only summary of your entered records for a period you select.
Bring the quarter into view.
Income and expenses can be spread across different work, clients and periods. Keeping entries together gives you a clearer place to review what you have recorded.
A careful category choice
One purchase. A considered category.
A category is a choice you make for your own records. Check the business purpose before saving it.
Expense entryIllustrative
Screwfix
Business purchase
Possible categoryBusiness materials
ExpenseCheck that this purchase was for business use before choosing a category.
ConfirmChange category
Illustration only. “Confirm” and “Change category” are labels, not working controls. QuarterReturn does not recommend or automatically confirm a category.
For the work and income you manage.
QuarterReturn is for UK self-employed people and people with property income.
Tradespeople
Keep entered job income and business expenses together.
Contractors
Organise your own records across clients and work periods.
Freelancers
Review project income and expenses from the records you enter.
Property income
Bring entered property income and expenses into a period review.
Clear about what QuarterReturn does.
Use it to organise records and review the information you entered.
Account-scoped records
Your saved income and expense entries are scoped to your account.
A summary is not a tax return
Summaries are read-only and reflect saved records for the period you select.
No professional advice or HMRC submission
QuarterReturn is not an accountant, tax adviser, HMRC agent or HMRC-approved service, and it does not submit information to HMRC.
New tax-document uploads are unavailable
You can enter income and expenses manually. New tax-document uploads are currently unavailable.
Planned pricing
Billing period and exact inclusions are still unconfirmed. These display-only prices do not take payment.
Self-serve
For UK self-employed people in construction and related trades, and landlords, who want to organise income and expenses and prepare for quarterly reporting.
£15
Assisted service
Request an assessment based on your trade or property details and reporting period. QuarterReturn will contact you about the request.
£29
Questions about QuarterReturn.
Does joining the waitlist create an account?
No. The waitlist is for early-access updates and does not create an account or commit you to a plan. Use Get started to open the separate account signup flow.
Can I upload tax documents?
New tax-document uploads are currently unavailable. You can enter income and expenses manually and review the records you have saved.
What do the planned prices include?
Self-serve is planned at £15 and Assisted service at £29. The billing period and exact inclusions are not confirmed, and no payment is taken from these display-only prices.
Does QuarterReturn give tax advice?
No. QuarterReturn helps organise entered records and show summaries. It is not an accountant or tax adviser, and a summary is not a tax return.
Does QuarterReturn send information to HMRC?
No. QuarterReturn does not submit information to HMRC and does not decide whether MTD rules apply to you.
Early access
Get early-access updates.
Joining means you’ll receive early-access updates as QuarterReturn takes shape. It won’t create an account or commit you to a plan.
No payment. No commitment. Just early access news.
Start keeping your records together.
Create an account to enter income and expenses and review your saved records.