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NuncilyNuncily
UK accounting practices

Quarterly filing under Making Tax Digital

Collecting quarterly records from clients, chasing what's missing, and handing the practice an exceptions list instead of a workload.

  • 01Receive
  • 02Understand
  • 03Collect
  • 04Clarify
  • 05Validate
  • 06Act
  • 07Verify
  • 08Complete

What Nuncily owns

  • Requesting the records a quarter needs, client by client
  • Reading what arrives and checking it against the filing requirement
  • Asking about anything unclear in the same conversation
  • Following up with clients who haven't responded
  • Updating the practice's systems once a client's records are complete

Outcome

The practice opens an exceptions list, not an inbox.

This quarter

  • Bank statementChased
  • Expense logReceived
  • Last quarter's invoicesReceived

When it can't finish

It escalates rather than guessing. The case goes to your team with the whole thread and everything collected so far attached, not a cold handoff.

The work that isn't the filing

Since April 2026, HMRC has required UK sole traders and landlords above an income threshold to submit records quarterly instead of annually, under Making Tax Digital for Income Tax.

The submission itself is largely a solved problem. Practice software files it. What isn't solved is everything that has to happen before the filing is possible: getting the records out of the client, working out whether what arrived is usable, and going back for the parts that aren't.

Multiply that by a client list and by four quarters, and the cost isn't the filing. It's the chasing.

What the chasing actually looks like

A client sends a photo of a bank statement and three receipts. Two of the receipts are legible. One is for a period already filed. The bank statement is missing the last eleven days of the quarter.

Someone at the practice has to notice all of that, work out what's still needed, write to the client, wait, and check again when something comes back. Nothing in that sequence requires an accountant's judgment. All of it requires an accountant's time.

What Nuncily owns

Nuncily takes the client conversation from the first message to a complete, checked set of records:

  • It asks each client for exactly what their quarter requires.
  • It reads what comes back and checks it against that requirement.
  • When something's missing, illegible, or for the wrong period, it says so in the same conversation, rather than opening a separate thread.
  • It follows up with clients who've gone quiet, without someone having to track who those are.
  • Once a client's records are complete, it updates the practice's systems.

What the practice gets

An exceptions list. The clients whose records are complete are done and need no attention. The clients who need a person — a genuine judgment call about how something should be treated — are flagged, with the full conversation and everything collected so far attached.

The same loop applies to any recurring collection deadline, in or out of tax: the shape is a request, a handful of exchanges, and a system that needs updating once everything checks out.