Archive Quarterly Submissions — What's New in v1.0.298
Archive Quarterly Submissions — What's New in v1.0.298
Release: v1.0.298
Overview
v1.0.298 introduces the ability to archive a past quarterly submission that has already been processed outside of the platform. This is useful when a quarter has been handled:
- Manually (e.g. submitted directly via HMRC's own portal)
- By an accountant acting on your behalf
- Via a third-party accounting or tax software tool
Archiving keeps your submission timeline consistent and prevents confusion around outstanding or "unfiled" quarters that were legitimately dealt with elsewhere.
Why This Matters
Under Making Tax Digital for Income Tax Self Assessment (MTD ITSA), landlords and self-employed taxpayers must account for every quarterly period. Without an archive option, quarters processed outside the platform would appear as pending or incomplete, creating a misleading view of your compliance status.
With this feature, you can accurately reflect the real-world state of each quarter — even when the platform wasn't the tool used to file it.
How to Archive a Quarter
- Navigate to Submissions in the main menu.
- Locate the past quarterly period you want to archive.
- Open the quarter detail view and select Archive this quarter.
- Confirm the reason for archiving:
- Filed manually
- Filed by accountant
- Filed via another software platform
- The quarter will be marked as Archived in your submission history.
Note: Archiving a quarter does not submit any data to HMRC. It is a record-keeping action within the platform only. Ensure the quarter has genuinely been filed through an alternative route before archiving.
What Changes After Archiving
- The quarter is removed from your list of outstanding/pending submissions.
- It is displayed in your submission history with an Archived status badge.
- An audit trail entry is created, recording when the archive action was taken and the reason provided.
- No HMRC API calls are made as part of this action.
Who Should Use This Feature
| Scenario | Recommended Action |
|---|---|
| You submitted a quarter directly via the HMRC portal | Archive the quarter, select "Filed manually" |
| Your accountant handled the quarter on your behalf | Archive the quarter, select "Filed by accountant" |
| You used another MTD-compatible software for a period | Archive the quarter, select "Filed via another platform" |
| You have not yet filed the quarter | Do not archive — use the standard submission flow |