## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/uk/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Quarterly Updates

Under Making Tax Digital for Income Tax, you must submit quarterly updates to HMRC to report your business income and expenses. In Zoho Books, you can fetch your quarterly submission obligations from HMRC, map your accounts to the relevant categories, and submit the updates directly.

**Prerequisite:**

Before you can fetch and submit quarterly updates, ensure that you have [enabled Making Tax Digital for Income Tax](/uk/books/help/mtd-it/making-tax-digital.html#enable) and connected your Zoho Books organisation with HMRC.

## Fetch Quarterly Updates

To fetch quarterly updates from HMRC into Zoho Books:

*   Go to _Filing & Compliance_ on the left sidebar and select **Income Tax**.
*   Click **Fetch Obligations From HMRC**.
*   In the _Fetch Obligations from HMRC_ pop-up, fill in the following fields:
    *   **Tax Year:** Select the tax year for which you want to fetch obligations.
    *   **Business:** Select the business for which you want to fetch obligations.
    *   **Period Type:** Select the period type:
        *   **Standard:** Quarters follow the standard tax year, starting from 6 April (e.g., 6 Apr – 5 Jul, 6 Jul – 5 Oct, and so on).
        *   **Calendar:** Quarters follow calendar months, starting from 1 April (e.g., 1 Apr – 30 Jun, 1 Jul – 30 Sep, and so on).
    *   **Tax Basis:** Select the tax basis (Accrual or Cash).
*   Click **Fetch Obligation**.

![Fetch Obligations from HMRC](/uk/books/help/images/mtd-it/quarterly%20update/fetch-qa.png)

The quarterly submission periods will be fetched from HMRC and listed under the _Quarterly Updates_ section.

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## Finalise Quarterly Updates

To finalise your quarterly update:

*   Select the quarterly update that you want to finalise in the _Quarterly Updates_ section.
*   In the _Generate and Finalise Quarterly Update_ page, under the _Map Accounts_ tab, map your Zoho Books accounts to the respective income tax fields under **Income**, **Expenses**, and **Disallowable Expenses** sections. Click **\+ Add Accounts** next to a field to add accounts to it.
*   Once you’ve mapped the required accounts, click **Next**.

![Map Accounts](/uk/books/help/images/mtd-it/quarterly%20update/map-accounts-qa.png)

*   Under the **Review** tab, verify the amounts calculated for each income tax field under Income, Expenses, and Disallowable Expenses.
*   Click **Finalise Return**.

![Review](/uk/books/help/images/mtd-it/quarterly%20update/finalise-qa.png)

*   In the confirmation pop-up, read the note and click **Finalise Update**.

The quarterly update will be marked as **Finalised** and you can now submit your quarterly updates to HMRC.

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## Submit Quarterly Updates

**Prerequisite:**

Before submitting the quarterly updates to HMRC, ensure that your Zoho Books organisation is connected to HMRC. If not, [reauthorise your connection with HMRC](/uk/books/help/mtd-it/making-tax-digital.html#reauthorise) to submit the updates.

To submit your quarterly updates to HMRC:

*   Go to _Filing & Compliance_ on the left sidebar and select **Income Tax**.
*   Select the quarterly update you want to submit.
*   In the _Quarterly Update_ page, click **Send Update** in the top right corner.

![Submit Quarterly Updates](/uk/books/help/images/mtd-it/quarterly%20update/submit-qa.png)

The quarterly update will be marked as **Submitted**.

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## Edit Quarterly Updates

To edit a quarterly update:

*   Go to _Filing & Compliance_ on the left sidebar and select **Income Tax**.
*   Select the quarterly update you want to edit.
*   In the _Quarterly Update_ page, click the _More_ icon in the top right corner and select **Edit** from the dropdown.

![Edit Updates](/uk/books/help/images/mtd-it/quarterly%20update/edit-qa.png)

*   In the _Edit Quarterly update_ pop-up, click **Continue to Edit**.
*   In the next page, make the necessary changes, review and finalise the quarterly update.

The quarterly update will be updated.