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Blog: SE Quarterly Submission Route Not Surfaced from SE Dashboard

SE Quarterly Submission Route Not Surfaced from SE Dashboard

Release v1.0.295 · Core Functionality · Severity: Medium

Overview

This release addresses a navigation gap in the self-employment (SE) dashboard that prevented users from reaching the correct quarterly submission flow in a single action. While the issue did not corrupt data or block submissions entirely, it introduced a meaningful risk of users submitting under the wrong business context — or missing their SE submission altogether.

What Was Happening

The Submit to HMRC button lacked SE business context

The SE dashboard (self-employment-dashboard.tsx) had a Submit to HMRC button that linked directly to /dashboard/quarterly. However, this link carried no information about which business the user was working with. On arrival at the quarterly page, the QuarterlySummaryDashboard component — which was originally built around property income — would initialise its business selector without any SE-specific pre-selection.

For users who only have a self-employment business, this was a minor inconvenience: they would land on the quarterly page and could proceed after confirming the selector. For users with both property and self-employment businesses, the selector would default to the property business, meaning:

  • The figures displayed would be for the wrong income stream.
  • Any submission initiated from that state would be attributed to the property business.
  • The SE quarterly figures would remain unsubmitted with no clear indication to the user.

computeQuarter did not progress to submission

Within the SE router, the computeQuarter flow — which calculates the quarterly figures for a self-employment period — completed its calculation without then offering a direct path to submit those figures to HMRC. Users who triggered a quarter computation from the SE area of the app were returned to a state where their only option was to:

  1. Leave the SE dashboard.
  2. Navigate to the main quarterly dashboard.
  3. Manually locate and re-select their SE business in the business selector.
  4. Initiate the submission from scratch.

This multi-step detour increased the chance of users abandoning the submission journey partway through, particularly given that MTD ITSA quarterly deadlines are time-sensitive.

Why This Matters for MTD ITSA Compliance

Under the Making Tax Digital for Income Tax Self Assessment (MTD ITSA) mandate, landlords and self-employed taxpayers are required to submit quarterly updates for each income source separately. A property business and a self-employment business are distinct reporting obligations with independent deadlines.

Any UI flow that makes it easy to accidentally submit under the wrong business — or that loses the user's place between calculation and submission — directly undermines compliance confidence. The absence of a dedicated SE submission CTA that pre-selects the correct business and routes straight to the submit action was a gap in the core submission lifecycle.

What Changes in v1.0.295

  • The SE dashboard submission journey is updated so the Submit to HMRC CTA pre-selects the correct SE business before handing off to the quarterly submission page.
  • The /dashboard/quarterly route, when reached from the SE dashboard, will honour the SE business context rather than defaulting to a property business.
  • The computeQuarter flow in the SE router is aligned with the submission lifecycle so users are presented with a clear onward path to submit after their quarter is computed — without needing to re-navigate.

Affected Users

This change is most relevant to users who have both self-employment income and property income registered under the same MTD ITSA account. Users with only a single income source type will see the same end result as before, but with a more direct and reliable route to submission.

Workaround for Earlier Versions

If you are running a version prior to v1.0.295 and encounter this issue:

  1. Navigate to /dashboard/quarterly directly.
  2. Use the business selector to explicitly choose your self-employment business from the dropdown.
  3. Proceed with the quarterly submission.

Do not rely on the Submit to HMRC button on the SE dashboard to pre-select your SE business on earlier versions.

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