Making Tax Digital Spreadsheet 2026/27 UK – MTD Quarterly Update Workbook for Sole Traders

Since 6 April 2026, sole traders with qualifying income over £50,000 must keep digital records and send HMRC quarterly updates (next due 7 November 2026). This workbook keeps your records in HMRC's categories and gives you the cumulative year-to-date figures for each update.

WHAT'S INSIDE

• Income log — 600 rows, auto-assigned to Q1–Q4
• Expenses log — 600 rows, HMRC MTD expense categories, business-use %
• Quarterly Updates — per quarter and cumulative year-to-date, with the HMRC field name for each figure
• Consolidated expenses total for turnover under £90,000
• Dashboard — income, expenses, profit to date, next-deadline countdown, chart
• Standard or calendar quarters; MTD checker (£50k now, £30k 2027, £20k 2028)

PLEASE NOTE

Does not submit to HMRC — you still need HMRC-recognised MTD software or bridging software. Self-employment only. Organiser only, not tax advice; not affiliated with HMRC. Works in Excel, Google Sheets and Numbers.

Instant digital download: by buying you agree to immediate supply and lose the 14-day cancellation right for digital content. SoleTraderSheetsUK is a trading name of EXTRACT API LTD (company number 17469044), registered office 66 Paul Street, London EC2A 4NA.