Making Tax Digital Spreadsheet UK | Sole Trader & Landlord Excel Tracker | MTD Income Tax Record Keeper

Product description

Keep your Making Tax Digital records calm, tidy and quarter-ready.

Built for UK sole traders and landlords, this Excel workbook logs your income and expenses, sorts them into HMRC categories, and totals everything by quarter automatically.

WHAT'S INCLUDED
• Excel workbook with 7 linked tabs
• One-page Quick Start guide (PDF)

FEATURES
• Income, Expenses and Property logs with dropdown categories
• Automatic quarter detection from each date (standard or calendar quarters)
• Quarterly Summary with totals by category and year-to-date figures
• Deadline Tracker that turns amber when an update is due soon and red when overdue
• Year-End Overview with a mileage calculator and monthly chart
• Locked formulas, so nothing breaks

PLEASE NOTE
This is a record-keeping spreadsheet. It does not submit to HMRC on its own. To send your quarterly updates, you'll need HMRC-recognised bridging software, and you can find options on GOV.UK. This product is not tax advice and is not affiliated with HMRC.

Works best in Microsoft Excel. Also opens in Google Sheets.
Instant digital download. No physical item will be sent.