1. MTD Ready Kit

A practical spreadsheet-based system to help simple UK sole traders organise income and expenses, prepare quarterly figures, and estimate tax and National Insurance.

Includes:

• MTD-ready income and expense logs
• Quarterly summary view
• Annual summary
• Tax and NI estimate tab
• Mileage and home-office sections
• Dashboard
• Plain-English guides
• Setup instructions and FAQ

2. Profit & Cash-Flow System

A simple business finance system to help you understand where your money is coming from, where it is going, and whether your business is profitable.

Includes:

• Revenue tracker
• Expense tracker
• COGS tracker
• Monthly summary
• Cash-flow forecast
• Pricing and margin calculator
• Break-even calculator
• KPI dashboard
• Business health score
• Plain-English guides and FAQ

Why choose the bundle?

Buying both systems together gives you a clearer view of your business from two angles:

• The MTD Ready Kit helps you stay organised for tax and quarterly record keeping.
• The Profit & Cash-Flow System helps you understand profit, cash flow, pricing and business health.

Together, they help you move from “I think my numbers are okay” to “I can actually see what is happening.”

Who this is for

This bundle is designed for small business owners who want a simple, practical way to organise and understand their numbers. It may be useful if you are:

• A UK sole trader
• Self-employed
• A freelancer
• A consultant
• A small service business
• A simple product-based business
• Preparing for Making Tax Digital
• Trying to understand profit and cash flow more clearly

Who this is not for

This bundle is not designed for complex accounting or formal tax advice. It may not be suitable if you need:

• Limited company accounts
• Partnership accounts
• VAT return preparation
• Payroll
• Corporation tax calculations
• Scottish Income Tax estimates
• Student loan calculations
• Complex landlord/property accounting
• Multi-currency accounting
• Regulated financial advice
• Software that submits directly to HMRC

If your situation is complex, please speak to HMRC or a qualified accountant.

Important

The MTD Ready Kit helps you organise your records in an MTD-ready spreadsheet structure. It does not submit directly to HMRC and is not HMRC-recognised filing software. To file under Making Tax Digital, you will still need compatible MTD software or bridging software where required.

The Profit & Cash-Flow System is a planning and visibility tool. It does not calculate, file, or advise on VAT, GST, sales tax, income tax, corporation tax, or any other tax.

All tax and National Insurance figures are estimates only and are not a substitute for professional advice.

30-Day Satisfaction Guarantee

We want you to feel confident with your NorthStar Logic purchase. If the product is not right for you, email support@northstarlogic.co.uk within 30 days and we’ll either help you get set up or arrange a refund. This guarantee is offered in addition to your statutory rights.

Before you buy

I agree to receive immediate access to this digital download and understand that my cancellation rights may be affected once the download begins. This does not affect my statutory rights or NorthStar Logic’s 30-day satisfaction guarantee.

Get the complete NorthStar Logic Bundle — choose your option below.