Skip to main content
All Docs
FeaturesMaking Tax DigitalUpdated March 25, 2026

Bug Fix: Quarterly Summary Running Totals Now Scoped to the Correct Business

Bug Fix: Quarterly Summary Running Totals Now Scoped to the Correct Business

Release: v1.0.438
Affected page: Quarterly Summaries (/dashboard/quarterly)
Severity: Data accuracy — running totals displayed incorrect figures for mixed-business organisations

What happened

If your account included both a property business and a self-employment (SE) business, the income and expense running totals shown on the Quarterly Summaries page were being calculated from all transactions belonging to your organisation — regardless of which business tab you were viewing.

For example:

  • Viewing the SE business tab → running totals incorrectly included rental income and property expenses.
  • Viewing the property business tab → running totals incorrectly included SE income and SE expenses.

This was caused by the txCounts query in listBusiness (inside quarterly-summary.ts) filtering only by orgId and date range, with no business-type or property filter applied.

// Previous behaviour (simplified)
WHERE orgId = :orgId
  AND date BETWEEN :start AND :end
  AND excludedAt IS NULL
  -- ⚠️ No business type filter

What changed

The listBusiness query now applies a business-type filter to txCounts, so each business tab only counts transactions belonging to that specific business type.

Property businesses continue to aggregate across all associated properties — this is the correct and intentional behaviour, consistent with how computeBusiness works.

Do I need to do anything?

No action is required. The fix is applied automatically. If you previously noticed inflated or combined totals on the Quarterly Summaries page, those figures will now display correctly.

Verifying the fix

If you have both property and SE income, you can confirm the fix is working:

  1. Go to Quarterly Summaries (/dashboard/quarterly).
  2. Select your SE business tab.
  3. Confirm that the running totals reflect only SE-categorised transactions — rental income should no longer appear.
  4. Switch to the property business tab and confirm it shows only property transactions.

Background: how quarterly summary totals work

The Quarterly Summaries page shows running totals for income and expenses within a given tax year quarter. These totals are used to give you a snapshot of your position before making a quarterly submission to HMRC.

For property businesses, totals are intentionally aggregated across all properties you own within the organisation. For SE businesses, totals are scoped to SE-categorised transactions only. This release corrects the SE case to enforce that scoping.