Tools and Downloads for Making Tax Digital
Tools and Downloads for Making Tax Digital
We’re building practical tools for sole traders and landlords who want a simpler way to get ready for Making Tax Digital. Some people will prefer full accounting software. Others will want a cleaner spreadsheet-based workflow with bridging software.
The aim here is simple: help you stay organised, understand what records you need, and reduce last-minute stress.
Free Starter Record Sheet
A simple starter template for tracking income and expenses in a cleaner, more organised way.
- Useful for early preparation
- Helps you structure records properly
- Good first step before choosing your final setup
MTD-Ready Spreadsheet Template
A more advanced spreadsheet for users who want a familiar format and plan to use a spreadsheet-plus-software approach.
- Income and expense categories
- Cleaner quarterly organisation
- Designed for digital record-keeping prep
Important: a spreadsheet alone may not be enough
If Making Tax Digital applies to you, HMRC expects you to use compatible software to keep digital records, send quarterly updates, and complete the end-of-year process. That means a spreadsheet on its own is not always enough.
In practice, some users may choose a spreadsheet together with bridging software or another compatible tool, but you should make sure your setup is suitable before relying on it.
GOV.UK says you should choose your software before you sign up for Making Tax Digital.
What we plan to add
- Simple record-keeping templates
- Spreadsheet packs for landlords and sole traders
- Quarterly summary worksheets
- Plain-English setup guides
- Tools to help you decide whether software or spreadsheets suit you better
If you are just getting started, your safest move is to get organised now, understand the record-keeping requirements, and then choose a setup that works for your business or property income.
This page is a general guide and should not be treated as personal tax advice.