1. About these terms

These terms govern your use of Filed Quarterly, a cloud-based landlord reporting and MTD compliance platform operated by Filed Quarterly Ltd. By creating an account, you agree to these terms.

2. The service

Filed Quarterly helps UK letting agents:

Import and reconcile transactions against tenancies (via CSV upload)
Generate landlord financial statements (PDF)
Submit quarterly income and expense data to HMRC under Making Tax Digital
Track property compliance certificates
Provide landlords with a self-service portal

Scope: Filed Quarterly currently supports UK Property income only. Self-employment, foreign property, and other income types are not supported. Filed Quarterly does not support Final Declaration (end of year) submissions or tax calculations. For these, please use HMRC’s compatible software list.

3. Your account

You must provide accurate information when creating an account
You are responsible for keeping your login credentials secure
You must not share your account with anyone outside your organisation
You are responsible for all activity under your account

4. Your responsibilities

Data accuracy: you are responsible for ensuring the transaction data, landlord details, and tax information you enter is correct
HMRC compliance: Filed Quarterly is a tool to assist with MTD submissions. You remain responsible for the accuracy of data submitted to HMRC. Filed Quarterly does not act as an accountant or provide tax advice
Landlord consent: you must have appropriate authority to manage financial data on behalf of your landlords
Legal compliance: you must comply with all applicable UK laws including data protection legislation

5. HMRC submissions

When you submit data to HMRC through Filed Quarterly:

You authorise Filed Quarterly to submit quarterly property income and expense data to HMRC on your behalf through their Making Tax Digital service
Submissions are made using HMRC’s secure authorisation process - you explicitly grant permission by signing in on HMRC’s own login page
Filed Quarterly attaches the security information HMRC requires to every submission, so they can verify each request is genuine
Once submitted, data cannot be deleted from HMRC - only amended via a new submission
Filed Quarterly is not liable for incorrect submissions caused by inaccurate data you provided

6. Pricing and payment

Your first quarter is free with every feature - credit card required to start trial
After the first quarter, a paid plan is required to keep submitting to HMRC
Paid plans are billed monthly via Stripe
You can cancel at any time - access continues until the end of your billing period
Pricing may be changed with 30 days’ notice

7. Availability and support

Filed Quarterly aims for 99.9% uptime but does not guarantee uninterrupted service
Maintenance may be performed with reasonable notice
Support is available via email at hello@filedquarterly.co.uk

8. Limitation of liability

To the maximum extent permitted by law:

Filed Quarterly is provided “as is” without warranty of any kind
Filed Quarterly is not liable for any indirect, incidental, or consequential damages
Filed Quarterly is not liable for penalties, fines, or charges imposed by HMRC as a result of incorrect data you submitted through the platform
The total liability of Filed Quarterly is limited to the fees you paid in the 12 months prior to the claim

9. Cancellation & data access

You can cancel your subscription at any time via Settings or the Stripe billing portal
When cancelled, your plan remains active until the end of the current billing period
After the billing period ends, your account reverts to the free plan (records and reports remain available; submitting to HMRC requires an active subscription)
On any plan, including the free plan, you retain full read-only access to all your existing data - Filed Quarterly never locks you out
You can export all your data at any time from Settings > Account > Export Data
Filed Quarterly may suspend or terminate accounts that violate these terms
On account deletion, financial data is retained for 6 years as required by HMRC, then deleted

10. Governing law

These terms are governed by the laws of England and Wales. Any disputes will be subject to the exclusive jurisdiction of the English courts.

11. Contact

Filed Quarterly Ltd
Email: hello@filedquarterly.co.uk

Terms of Service