MTD Spreadsheet 2026/27 | Making Tax Digital Record Keeper for UK Sole Traders and Landlords | Excel & Google Sheets | Quarterly Tax

Making Tax Digital is here. Keep your records in a spreadsheet you already understand and get your quarterly figures ready in minutes.

From April 2026, UK sole traders and landlords with qualifying income over £50,000 must keep digital records and send quarterly updates to HMRC. The threshold drops to £30,000 in April 2027 and £20,000 in April 2028. This workbook does the record-keeping and the maths, then hands the totals to your bridging software.

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WHAT'S INSIDE
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• COVER: add your business name and it appears on every tab
• AM I IN?: enter your income and see your MTD start date, plus a 10-step get-ready checklist
• SELF-EMPLOYMENT & PROPERTY RECORDS: every item in HMRC's official categories, with business-use % and joint-ownership share
• QUARTERLY SUMMARY: cumulative year-to-date totals (what HMRC asks for), clearly marked for your bridging software
• MILEAGE LOG: flat rate, switching rate automatically after 10,000 business miles
• USE OF HOME: monthly flat-rate calculator
• DEADLINES: submission log with status and penalty-point tracker
• TAX POT: a rough estimate of what to set aside each month
• ENTRY FORM (Excel desktop): add records in a pop-up that checks dates, categories and amounts for you

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WHY IT'S DIFFERENT
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✓ Built for the April 2027 wave as well as 2026: check your start date before you need it
✓ Standard (6 April) or calendar (1 April) quarters: switch with one dropdown
✓ Landlord-friendly: joint ownership and residential finance costs handled separately
✓ Tax pot estimate, so January isn't a shock
✓ Illustrated user guide, quick-start card and troubleshooting

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WHAT YOU GET (one zip download)
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• Desktop edition with entry form (.xlsm, Microsoft Excel for Windows or Mac)
• No-macros edition (.xlsx) for Google Sheets, Apple Numbers and Excel online
• Illustrated User Guide (PDF) and one-page Quick Start card (PDF)
• Licence and terms of use (PDF)
• Instant digital download. Nothing physical will be posted.

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GOOD TO KNOW
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This is a record-keeping and planning tool, not tax advice and not HMRC software. It doesn't submit anything to HMRC: to send your quarterly updates you need HMRC-recognised bridging software, which reads the totals from this workbook. Rates and thresholds are editable, so check GOV.UK each tax year.

Windows users: before opening the .xlsm, right-click it › Properties › tick Unblock, so the entry form works. The guide shows you how.

Because this is a digital download, refunds aren't available once it's been downloaded. If anything isn't working, message me and I'll help put it right.

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