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Making Tax Digital Spreadsheet 2026/27 UK, MTD Quarterly Update Workbook

Designed by Thomas

SoleTraderSheetsUK ·

Northampton, United Kingdom

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  • Designed by SoleTraderSheetsUK
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 File

MTD QUARTERLY WORKBOOK 2026/27 — MAKING TAX DIGITAL FOR INCOME TAX (UK)

Behind on your Making Tax Digital records? Your second quarterly update (6 April to 5 October 2026) is due by 7 November 2026 — this workbook helps you catch up and get the figures ready.

Since 6 April 2026, sole traders with qualifying income over £50,000 must keep digital records and send HMRC quarterly updates. HMRC says it won't apply penalty points for late quarterly updates in 2026/27, but updates must still be sent before your tax return.

This workbook keeps your records in the right HMRC categories and gives you the cumulative year-to-date figures to enter in your MTD software each quarter.

WHAT'S INSIDE
• Income log — 600 rows, each payment automatically assigned to Q1–Q4
• Expenses log — 600 rows, dropdown of HMRC's MTD expense categories, business-use % for mixed costs
• Quarterly Updates — totals per quarter AND cumulative year-to-date, with the HMRC field name next to each figure
• Consolidated expenses total — for turnover under £90,000
• Non-allowable costs (business entertainment, depreciation) shown for reporting and added back in profit
• Dashboard — income, allowable expenses and profit to date, next deadline countdown, quarter table and chart
• Settings — standard (6th–5th) or calendar quarters, and an MTD checker (£50k now, £30k from April 2027, £20k from April 2028)
• Deadlines built in: 7 Aug, 7 Nov, 7 Feb, 7 May and the final declaration on 31 January 2028

FORMAT
• Instant digital download (.xlsx)
• Works in Microsoft Excel, Google Sheets (File › Import) and Apple Numbers
• Example rows included — delete and add your own
• No physical item will be sent

PLEASE NOTE
This spreadsheet does not submit anything to HMRC. You still need HMRC-recognised MTD software, or bridging software that links to a spreadsheet. Self-employment income only (landlords: see our Landlord Tax Workbook). Organiser only, not tax advice; not affiliated with HMRC.

For the April 2027 £30k intake, see our MTD Quarterly Tracker 2027/28. From SoleTraderSheetsUK.

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Listed on Sep 27, 2026
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