Tax shouldn't be a surprise. It should be managed.
Q Tax Agent helps the client and accountant agree a tax plan, then keeps the records reconciled and the actual position visible against it throughout the year — reducing quarterly preparation and giving your accountants time to act before year end, not after.
We handle the detail. You make the decisions.
Plan your clients' taxes for free. Pay only when a report is due.
No monthly subscription. Payment produces the completed report — exporting it, filing it with HMRC, corrections and resubmissions are all included.
We have been actively involved in shaping and configuring Q Tax Agent from the perspective of a real accounting practice, sharing our experience and helping adapt the platform to the needs of accountants working with self-employed clients.
We have been actively involved in shaping and configuring Q Tax Agent from the perspective of a real accounting practice, sharing our experience and helping adapt the platform to the needs of accountants working with self-employed clients. Having seen the product develop around those needs, we believe Q Tax Agent is a practical and convenient solution for accounting practices managing a significant number of self-employed clients.
More clients move to quarterly reporting
More clients · Four deadlines · The same team
≈864,000 taxpayers from April 2026
HMRC estimate of the first wave
The real MTD challenge isn't filing. It's everything that happens before it.
More clients are moving into a quarterly tax cycle. The expensive part isn't pressing Submit, it's everything a practice has to do before the client is ready: collecting records, chasing clients, structuring transactions, reconciling, reviewing and understanding the position all consume professional time.
More clients. Four deadlines a year. The same team.
Q Tax Agent reduces that preparation, so quarterly work stays commercially manageable even across a large sole-trader book. And once records are kept current for compliance, accountants no longer need to wait until year end to understand where a client stands: the same preparation becomes the foundation for year-round tax management and advice. Filing is the final step. Q Tax Agent manages the work that gets you there.
From the records your client already has to a current tax position your team can act on.
Start with any client, at any stage
Bring in a new client or pick up an existing one using the records already available — Open Banking, PDF or CSV statements, manual records or previous submissions. There is no need to change the client’s habits or rebuild everything from zero before getting started.
Plan together
The client and accountant build the plan together. The client provides the expected income, costs and changes they know about; the accountant reviews the assumptions, applies professional judgement and agrees the expected position with the client. Q Tax Agent then uses that agreed plan as the baseline for the year.
Keep the actual position visible against plan
Q Tax Agent keeps the records reconciled and current, so the practice can see how the client’s actual performance is moving against the agreed plan throughout the year. Instead of waiting until year end, accountants can see material changes while there is still time to respond.
Review, decide and advise
The accountant reviews the current position and any movement away from plan, applies professional judgement and decides whether the client needs a conversation, an adjustment or advice. Q Tax Agent prepares and monitors the information. The accountant decides what it means. When a quarterly update or annual return is due, the same maintained data is already there for filing.
The plan gives the practice something to manage against.
Pick up any client, at any stage
Start with what already exists. Q Tax Agent can work from bank feeds, PDF or CSV statements, manual records and previous submissions, so the practice does not have to wait for a perfect starting point before bringing a client in.
Reduce the work. Create time to advise.
Start working with your clients for free. Keep records organised, plan their taxes and track actual results against the plan — with no monthly subscription.
Pay only when a report is due. You pay to produce the completed report — exporting it, filing it with HMRC, and any corrections or resubmissions are included.
Efficiency gets the practice in. Advisory creates the long-term value.
More professional capacity.
Tax advice is valuable. Getting to the point where you can give it is what consumes the hours. Traditionally, ongoing advice is commercially viable mainly for higher-value clients, because collecting, chasing and reconciling records takes professional time before every review.
Q Tax Agent changes the economics by keeping more of that groundwork moving throughout the year, so tax oversight and advice become possible across a much larger part of the sole-trader client book.
More professional time spent where clients value it.
Traditional
Collect · Chase · Reconcile · Calculate · Review
With Q Tax Agent
Records reconciled and the current position kept visible
In practice
When records are current, accountants have a stronger starting point to identify missing information and question unusual transactions.
See what is changing while there is still time to act.
Income ahead of plan
Actual income is moving ahead of the agreed plan, giving the accountant an opportunity to review the expected tax position and discuss cash requirements before year end.
Expenses requiring review
Current records give the accountant a stronger starting point to identify questions around missing, unusual or incorrectly treated costs.
CIS position changing
The client's CIS position is moving away from the expected position and can be reviewed during the year rather than discovered only at filing.
Performance moving away from plan
The practice can start the client conversation earlier, while decisions can still affect the outcome.
Q Tax Agent shows the movement. Your accountant decides what action or advice is appropriate.
One view across your entire sole-trader book.
See which clients are on plan, moving away from plan, waiting on records or ready for professional review — without opening every client individually.
Priorities at a glance
See what is ready, blocked or needs attention across the practice.
Plan the team's workload
Focus review time on the clients who need it most.
A client portal, with support to get started.
A simple client portal for every client, plus guided onboarding for your team.
For your clients
Keep clients connected while the practice stays in control
The Client Portal gives each client a simple way to connect their bank, provide records, contribute to the plan and respond to questions, while the practice remains in control of review, professional advice and filing.
Included for every client, at no charge.
For your practice
Guided through your first quarterly cycle
We help set up access, bring your first clients on and introduce the workflow to your team.
We stay with you through the first quarterly cycle, so your team is not left to work it out alone.
Built for a regulated environment.
Clear controls around client data, bank connections, identity and HMRC recognition.
Bank connections
Secure Open Banking connections through regulated providers. Q Tax Agent does not hold client banking credentials.
Data
UK data residency, with controlled access and data-retention settings.
Identity
Identity verification built into the workflow.
Built with accountants
Built with Q Accountants Ltd, an ACCA-regulated practice (No. 09744355).
HMRC · Self Assessment
HMRC-recognised software for Self Assessment (SA100).
HMRC · MTD for Income Tax
Recognised by HMRC for Making Tax Digital for Income Tax. Quarterly MTD updates filed under agent authorisation.
Frequently asked
See what Q Tax Agent looks like for your book.
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