Digital records / four measured periods
Your tax year,
ruled into quarters.
Log income and expenses, see each quarter’s totals, then export a clean file for your bridging or recognised software.
Records only. Quarter sheet does not submit updates to HMRC and does not give tax advice.
PLAN / 04
Quarter plan
Quarter 1 ledger
Income£0.00
Expenses£0.00
Difference (not profit)£0.00
Opening your local ledger…
REFERENCE / SA103F
Where your categories map
Based on 2025–26 SA103F boxes. Check current HMRC guidance or ask a tax professional if unsure.
Open category reference
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