Terms of use

QuarterLink provides HMRC-connected Making Tax Digital for Income Tax bridging software for self-employed people, landlords, bookkeepers, accountants, and accountancy practices who want to keep spreadsheet-led digital records while using supported HMRC workflows. Live HMRC filing is not currently available. Creating an account or starting a free trial does not start a paid subscription; you choose and confirm paid billing separately.

QuarterLink does not perform its own tax calculation. Where available, it may display HMRC-returned tax position information so users can review records from HMRC.

Your contract for QuarterLink is with Haetora Software Ltd, company number 16839740, registered in England and Wales. Registered office: 119 Skylark Way, Shinfield, Reading, England, RG2 9AD. The underlying software intellectual property is owned by Lee Hine. Access gives you permission to use the service under these terms; it does not transfer ownership of the software. You retain your rights in the records you upload.

Questions about these terms, your subscription or a complaint can be sent to [email protected].

• Only connect HMRC accounts or submit data where you have authority to act.
• Keep HMRC credentials, QuarterLink login details, MFA devices, passkeys, security keys, and recovery codes secure.
• Maintain accurate digital records and check spreadsheet-derived figures before relying on them.
• Use a separate account or authorised workspace for a different taxpayer where the product requires it.
• Review due dates, obligations, evidence, and HMRC responses. QuarterLink can help surface records, but responsibility for filing remains with the taxpayer or authorised agent.

HMRC access uses user-authorised OAuth. QuarterLink uses that authority to sync supported HMRC records and, where all controls allow it, submit supported updates.

Before any available filing action, you need the correct HMRC authority, required identity checks, complete records, an eligible account and the relevant filing period. Trial access does not allow real HMRC submissions.

• Features described on this website may have different availability by account and plan. Check the features available to your account before relying on them.
• Do not treat a workflow as available until your workspace shows the feature as enabled and the workflow passes its readiness checks.
• QuarterLink may change or pause features to meet HMRC requirements or protect the service. Material changes affecting an existing paid service will be communicated to affected customers.

QuarterLink is software. It does not calculate or decide your tax position, guarantee HMRC acceptance, replace professional advice, or remove your obligation to keep accurate records and meet deadlines.

• Stripe handles hosted checkout, payment methods, invoices, payment retries, and billing portal actions. QuarterLink stores billing references and status records, not card numbers.
• Self-employed plans cost £4 monthly or £40 annually. Landlord plans cost £6 monthly or £60 annually and include self-employment, UK property and foreign property. Paid periods begin when the paid plan starts; free-trial days do not reduce the paid period.
• Automatic renewal is on when you start a paid subscription. Monthly plans renew each month and annual plans renew each year. You can switch off automatic renewal in Billing & Plan at any time. Your paid access continues until the end of your current paid period, with no further renewal payment.
• The price, payment frequency and next payment date are shown before you confirm paid billing. Monthly subscriptions have no annual minimum term. Annual subscriptions are paid in advance for a full year. We send renewal reminders with the amount due, renewal date and how to stop renewal.
• Self-employed customers can upgrade to landlord. Monthly upgrades give immediate landlord access with no extra charge or refund for the current month. The £6 monthly price begins on the existing next payment date.
• For annual upgrades, each started calendar month of the current £40 paid annual period counts as used. Unused whole months are credited at £40 divided by 12 per month, rounded once to the nearest penny, against a fresh £60 annual landlord plan. The review shows the credit, amount payable and new renewal date before confirmation. The credit applies only to the upgrade payment; subsequent annual renewals cost £60.
• A landlord-to-self-employed change requires support. Other account types cannot be upgraded or downgraded through self-service billing. This does not prevent subscription cancellation or affect any statutory cancellation, refund or other rights that apply.
• Switching off renewal does not end your existing paid access early. Access can change when the paid period or trial ends, payment fails, complimentary access expires, a plan is changed, or an account is restricted for a separate reason under these terms.
• Your cancellation date and remaining access are shown in the billing flow. Cancelling a subscription does not itself request a refund or close your data account. It does not erase records that need to be retained for tax, billing, support, security, audit, or legal reasons.

If you choose to end two separate monthly subscriptions after one or two paid months each, any later subscription for your account will be annual. You will not be charged for an annual plan unless you choose to start one. Turning renewal back on before your paid access ends does not count. Free trials, failed payments and cancellations under your statutory rights do not count.

One or two paid months means one or two monthly billing periods of paid access in a single continuous subscription. The subscription must actually end after you choose to stop renewal. A cancellation request reversed before your access ends does not count, and a plan upgrade does not count as ending a subscription.

This rule applies only to paid subscriptions started after you have accepted these subscription terms. Earlier subscriptions are not counted retrospectively. The rule does not change the price or duration of your current paid access, prevent you stopping renewal, or require you to buy another subscription.

Billing & Plan shows your returning-customer options. Before a qualifying subscription ends, we explain whether it will be your first or second short monthly subscription and what this means if you return. If a record is incorrect, contact [email protected] for a review.

Annual payments cover a full year of access. Business customers do not receive a refund simply for changing their mind or choosing to stop renewal. This does not affect your rights if the service is faulty, misdescribed or not provided as agreed.

A business purchase is made wholly or mainly for your trade, business, craft or profession. Being an individual taxpayer or landlord does not by itself decide whether you are a business customer or a consumer. The purpose of your purchase determines the rights that apply.

If you are buying as a consumer, you may cancel within 14 days of entering your paid subscription. If you ask us to start access immediately and cancel within that period, you pay only for access supplied up to cancellation and the remainder is refunded. These rights are separate from switching off automatic renewal.

To exercise your consumer cancellation right, use the cancellation request in Billing & Plan or email [email protected] with a clear statement that you wish to cancel your paid subscription. Include your name, account email and the date you started the paid subscription so we can identify it. You do not have to give a reason or use particular wording.

Model consumer cancellation form: send to Haetora Software Ltd, QuarterLink, 119 Skylark Way, Shinfield, Reading, England, RG2 9AD, or [email protected]. State: ‘I hereby give notice that I cancel my contract for the supply of QuarterLink subscription services.’ Give the date you entered the contract, your name, postal address, account email and the date you send this notice. Add your signature only if sending the form on paper. You may use this form or any other clear cancellation statement.

A consumer cancellation during this period ends the paid contract, rather than leaving it running until the next renewal date. Any amount owed for access already supplied is proportionate to the agreed price and the access provided, not a whole-month cancellation charge. If you did not request an immediate start, or we did not provide the required cancellation information, you are not charged for access supplied during the cancellation period.

Any refund due under your consumer cancellation right is paid without undue delay and within 14 days of your cancellation notice, using your original payment method unless you agree otherwise. We do not charge a refund fee. Nothing in this policy limits your rights where the service is faulty, misdescribed or not provided as agreed.

These processing terms form part of your agreement with us where you use QuarterLink to process personal data on behalf of clients. The customer is the controller, or a processor authorised by the controller; Haetora Software Ltd is the processor or subprocessor for those client records. The customer is responsible for a lawful basis, accurate privacy information, authority to instruct us and the accuracy of supplied records. Our separate controller activities are described in the Privacy notice.

The subject matter is the provision of the QuarterLink workspace and supported spreadsheet and HMRC workflows for the duration of your service and any instructed return or deletion period. Processing includes receiving, organising, storing, retrieving, checking, transmitting, exporting and deleting client records. Data subjects include taxpayers, clients, authorised users and people identified in their business records. Data includes names, contact details, taxpayer and business identifiers, income and expense records, spreadsheets, HMRC correspondence and workflow evidence. Do not upload special-category or criminal-offence information unless separately agreed and necessary for an authorised purpose.

We process client records only on your documented instructions, including instructions about international transfers, unless UK law requires otherwise. We will inform you of that requirement before processing unless the law prohibits us from doing so. Your authorised use of account functions constitutes an instruction within the agreed service. We will inform you immediately if we consider an instruction to infringe applicable data-protection law.

We require people authorised to handle client records to be subject to confidentiality obligations. We maintain technical and organisational measures appropriate to the risk, including access controls, encryption of sensitive identifiers and tokens, upload checks and recorded support access described on our Security page. We assist with security obligations, data-protection impact assessments and prior consultation, taking account of the information available to us and the nature of the processing.

We notify the customer without undue delay after becoming aware of a personal-data breach affecting their client records. We provide available information about its nature, affected records, likely consequences and mitigation, with further information in phases where necessary. We assist the customer with rights requests and regulatory or data-subject notifications; we do not independently determine a client's request unless the law requires it.

At the end of the processing service, we return or delete client data at the customer's choice and delete copies unless UK law requires retention. Retained data remains protected and is used only for the required purpose. Contact [email protected] to arrange export, return or deletion; stopping a subscription alone does not give an instruction to delete records. We identify any legal retention requirement and its scope rather than treating every record as a tax record.

We make information needed to demonstrate compliance available to the customer and allow and contribute to audits and inspections by the customer or an authorised auditor, with reasonable arrangements to protect other customers' information and service security. These arrangements do not prevent a legally required audit. Nothing in these terms removes either party's direct obligations under data-protection law.

For client-record processing, the customer gives general written authorisation to use Railway for hosting, the database, private processing workers and operational infrastructure, Hostinger for service emails and the support mailbox, and Cloudflare for incoming email routing and private object storage of encrypted temporary spreadsheet files where those services handle client information. Their processing terms are linked below. Stripe processes payment information under its own applicable terms and may act as an independent controller for payment and fraud-prevention activities.

Before adding or replacing a subprocessor for client records, we notify the customer's account contact and provide an opportunity to object on reasonable data-protection grounds. We agree a resolution before sending affected data to a disputed new subprocessor; if no suitable arrangement is possible, the customer can end the affected processing service. We impose equivalent data-protection obligations on subprocessors by written contract and remain responsible for their performance of those obligations to the customer.

International transfers must follow the customer's documented instructions and applicable UK data-protection requirements. The Privacy notice describes provider locations and published safeguards. Customers can request the relevant processing and transfer documentation from [email protected]. A hosting location alone is not a guarantee that support, email or payment processing remains in that country.

• Do not attempt unauthorised access, bypass role or security controls, overload the service, scrape private data, submit false data, or misuse HMRC APIs.
• Do not upload malicious files, macro-enabled files, encrypted files, or files unrelated to the supported workflow.
• Do not use QuarterLink in a way that breaches law, HMRC requirements, another person's rights, or service security.

Features may change or be paused to protect users, HMRC data, billing integrity, security, compliance, support, or service reliability. Emergency controls can restrict access or submissions where needed.

You remain responsible for the accuracy of your records, your authority to act and your filing deadlines. We do not guarantee an HMRC decision or uninterrupted third-party services. Nothing in these terms excludes or limits liability where doing so would be unlawful, including liability for fraud or for death or personal injury caused by negligence, or affects applicable statutory rights.

These terms are governed by the laws of England and Wales. If you use the service as a consumer, this does not take away mandatory protections or rights to bring proceedings that apply where you live.