You can set Standard (fiscal) or Calendar quarters for a Solo client's income source in Dext. This setting is per income source and can be changed at any time — including for income sources already connected to HMRC.
How to change the quarterly period type
How you change the quarterly period type depends on whether the income source is connected to HMRC.
For income sources not connected to HMRC
To change the quarterly period type for an income source not yet connected to HMRC:
Go to Business settings > Lists > Income sources.
Select Manage next to the income source, then select Edit.
Open the Quarterly period type dropdown and select Standard (fiscal) or Calendar.
Select Submit.
For income sources connected to HMRC
To change the quarterly period type for an income source already connected to HMRC, Dext updates the records in HMRC directly.
Go to Business settings > Lists > Income sources.
Select Manage next to the income source, then select Update quarterly period type in HMRC.
In the Update quarterly period type in HMRC modal, open the Quarterly period type dropdown and select Standard (fiscal) or Calendar.
Select Submit.
What updates when you change the quarter type
When you switch, Dext automatically updates the date logic for that income source's:
Tax report
Transaction summary
Quarterly submissions
These are recalculated to match the selected quarter system.
Tip: After switching, 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
Frequently asked questions
Does changing the quarter type affect past reports?
The underlying date logic updates immediately. Review recent and upcoming periods in Tax & Transaction reports to confirm your expected results after switching.