What this feature does
For Solo clients not yet connected to HMRC, you can choose how quarterly reporting is calculated: Standard quarters (tax‑year aligned) or Calendar quarters (date‑aligned). This setting is Income source and can be changed at any time.
How to switch between Standard and Calendar quarters
Go to Business Settings > Lists > Income Source.
Click Manage to the relevant client’s income source and then Edit.
Open the dropdown and choose Standard Quarters or Calendar Quarters.
Click Submit. The change applies immediately.
Good to know: The dropdown stays editable. You can switch back and forth whenever you need.
What updates when you change the quarter type
When you switch, we automatically update the underlying date logic for that client’s:
Tax report
Transaction summary
Quarterly submissions
These are recalculated to match the selected quarter system for that client.
Tip: If you switch, double‑check your next due period in Tax & Transaction reports to make sure your planned submissions still line up.
Quarter definitions
Standard quarters (aligned to the tax year)
Q1: 6 Apr – 5 Jul
Q2: 6 Jul – 5 Oct
Q3: 6 Oct – 5 Jan
Q4: 6 Jan – 5 Apr
Calendar quarters (aligned to calendar months)
Q1: 1 Apr – 30 Jun
Q2: 1 Jul – 30 Sep
Q3: 1 Oct – 31 Dec
Q4: 1 Jan – 31 Mar
FAQs
Does this work for HMRC‑connected clients?
No. This flexibility is specifically for clients not connected to HMRC.
Will past reports change if I switch?
Underlying date logic updates immediately. Review recent and upcoming periods in Tax & Transaction reports to confirm your expected results after switching.
Is this a global setting?
No. The selection is per Income source.