Quarterkeep

Quarterkeep is an offline record book for UK sole traders and landlords preparing Making Tax Digital for Income Tax figures. Keep income and expenses by HMRC category, view cumulative quarterly totals, and see the next deadline. Records stay on your device. Premium adds CSV export for transfer to a suitable filing tool and PDF reports for checking or sharing. Quarterkeep does not connect to HMRC or submit updates or tax returns. FOR UK RECORDS Log the amount, date and category for each income or expense. Keep a sole trade and a UK property business separately. View 15 self-employment categories and 13 UK-property categories, including residential finance costs that are reported separately from deductible expenses. CUMULATIVE FIGURES Switch between the tax year to date and the current three-month period. The cumulative view covers the period needed for a quarterly update; the period-only view is for comparison. Choose standard or calendar update periods to match your filing setup. DEADLINES AND ESTIMATES See the four quarterly deadlines: 7 August, 7 November, 7 February and 7 May. Premium includes local reminders and an indicative estimate of income tax and Class 4 National Insurance using published 2026/27 rates for England, Wales and Northern Ireland or Scotland. The estimate includes the personal allowance taper and residential finance cost reduction. It is not a complete tax-return calculation; your circumstances, reliefs and other income can change the amount due. EXPORT WITH A CLEAR PURPOSE Premium exports CSV category totals and underlying records, plus a PDF report. Check that your HMRC-compatible filing software or linked spreadsheet can import the CSV format before relying on that workflow. An accountant may help set up the digital link. The PDF is for checking and sharing; it does not file an update or create a digital link. Do not transfer records by retyping or copy and paste after they have been included in an update. ON YOUR DEVICE Record keeping and calculations work offline, without an account or bank connection. Purchases and restoration use Apple services. Apple sends us purchase history and transaction identifiers for sales analysis, security and purchase administration. We do not receive ledger entries or receipt photos and do not use purchase data for tracking. Keep your own backups and supporting documents. FREE AND PREMIUM One income source, unlimited records and the quarterly category breakdown are free. Premium unlocks additional income sources, CSV/PDF exports, tax estimates, deadline reminders and receipt photos. Quarterkeep is designed for UK rules and the app interface is in British English. It does not calculate Danish tax. It is independent and is not affiliated with, authorised or endorsed by HM Revenue and Customs or any government body. It is a record-keeping tool, not tax advice. QUARTERKEEP PREMIUM Premium is available as a yearly or monthly auto-renewable subscription. Payment is charged to your Apple Account at confirmation. Subscriptions renew automatically unless cancelled at least 24 hours before the current period ends. Your account is charged for renewal within 24 hours before that period ends. Manage or cancel your subscription in Apple Account settings. Any unused part of a free trial is forfeited when you purchase a subscription where applicable. Privacy policy: https://innovaapps.ai/quarterkeep/en/privacy.html Terms of use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula