Making Tax Digital Spreadsheets

Making Tax Digital Spreadsheets for Sole Traders and Landlords

My Making Tax Digital spreadsheets have been created to help sole traders and landlords keep digital records in a simple, practical and organised way.

I know that not everyone wants to move straight onto full bookkeeping software, and many people still prefer the familiarity of a spreadsheet. That is why I created these workbooks — to provide a more affordable and straightforward way of keeping records for Making Tax Digital for Income Tax.

These spreadsheets are designed to help you record your income and expenses digitally, keep your bookkeeping organised throughout the year, and prepare the figures needed for your quarterly MTD updates.

Built for practical day-to-day use

The spreadsheets are not just basic record sheets. They have been designed specifically around the needs of people affected by MTD, with a clear structure that helps you stay in control of your records rather than scrambling at quarter end.

Depending on the version you choose, features include:

transaction entry sheets

HMRC-style income and expense categories

quarterly and cumulative figures

profit and loss summaries

pre-file checks

update control pages

property register and ownership details for landlords

separate finance costs for landlord records

step-by-step PDF guidance

The aim is to make the process feel more manageable, more organised and easier to understand.

Separate spreadsheets for different needs

I currently offer spreadsheets designed for:

Sole Traders

Ideal for self-employed individuals who need to record business income and expenses and prepare figures for quarterly MTD reporting.

Landlords

Designed for landlords who need to record rental income and property expenses, with features such as property registers, ownership percentages and separate finance cost tracking.

Each spreadsheet has been created with that specific type of income in mind, because the needs of a landlord are different from the needs of a sole trader.

Designed around quarterly updates

One of the main areas of confusion with MTD is the move to quarterly updates.

These spreadsheets are designed to help you keep on top of your figures throughout the year and prepare the totals needed for those updates. They support a more structured way of working, helping you keep your records accurate, complete and ready when needed.

A practical alternative

For many people, spreadsheets remain the easiest and most familiar way to work.

These workbooks are designed for those who want:

a practical system

a one-off purchase rather than ongoing monthly costs

clear structure

organised digital records

a simpler route into MTD bookkeeping

Important note

These spreadsheets are not bridging software and they do not submit directly to HMRC.

They are bookkeeping spreadsheets designed to help you maintain digital records and prepare your figures. To actually send updates to HMRC, you will need separate compatible bridging software.

Created by a practising UK accountant

These spreadsheets have been created by a practising UK accountant with real experience of bookkeeping, tax and the practical issues that sole traders and landlords face.

They were designed to bridge the gap between theory and practice — giving people not just information about MTD, but a practical way to deal with it.

Books and spreadsheets that work together

Alongside the spreadsheets, I have also written Making Tax Digital 2026 for Sole Traders and Making Tax Digital 2026 for Landlords.

The books explain the rules and process in plain English.

The spreadsheets provide a practical way to keep the records and prepare the figures.

Put simply:

The books help you understand MTD.

The spreadsheets help you do it.

If you are looking for a clearer, more organised and more affordable way to manage your MTD bookkeeping, these spreadsheets have been created with exactly that in mind