Records before reporting
Income, expenses, categories, notes, and review state are kept in one clear workflow before anything is handed to an accountant or tax tool.
Work
Quarter-ready records without heavyweight accounting software.
QuarterReady Ledger is a calm UK income-and-expense records app for sole traders, small landlords, and one-person firms who need reviewable books now and a cleaner path toward Making Tax Digital later.
The demo opens on the separate QuarterReady site. Explore it before creating an account; importing your own records requires sign-in.
For people who need good records, not a finance department.
The useful market is the freelancer, landlord, consultant, side-income operator, or very small firm that needs clean records and quarter-end discipline without being buried in features.
A review queue that matters
Imported, uncategorised, duplicated, or due items are surfaced before they become a quarter-end clean-up job.
Quarter and annual views
The app groups records into practical periods so small operators can see what is open, ready, reviewed, and still unresolved.
MTD-aware, not overclaimed
QuarterReady helps organise records. It does not currently connect to HMRC, file quarterly updates, submit returns, or provide tax advice.
The MTD line needs to stay honest.
GOV.UK says Making Tax Digital for Income Tax starts in phases from 6 April 2026 for some sole traders and landlords. Compatible software needs to create digital records, send quarterly updates, and support the tax return workflow. QuarterReady Ledger does not claim that full role today.
Keep source records tidy, review missing details, and prepare a clear handover to your existing accountant or compatible tax software.
Current threshold rhythm
6 April 2026: over GBP 50,000 qualifying income.
6 April 2027: over GBP 30,000 qualifying income.
6 April 2028: over GBP 20,000 qualifying income.
Choose the right next step.
Start in the demo to understand the record-keeping workflow. If you manage customer jobs in Owner Support, download and review confirmed receipts before importing them into your separate QuarterReady account.
Use the anonymous demo to explore the workflow. It cannot import Owner Support receipt records.
CSV import requires a separate signed-in QuarterReady account. Review imported records before relying on them.
Owner Support exports confirmed receipts separately from quotes and unpaid invoices. Review corrections before importing another export.
QuarterReady does not file returns or send quarterly updates to HMRC. Keep your existing accounting or tax workflow where required.