Making Tax Digital Spreadsheet 2026-27 | UK MTD Workbook

Keep your Making Tax Digital records right — and know they're right before you press send.

From April 2026, MTD for Income Tax means quarterly updates to HMRC for sole traders and landlords over the income thresholds. HMRC permits spreadsheet + bridging software as a route — this workbook is that spreadsheet, done properly.

You get:

– A 9-tab Excel/Google Sheets workbook (no macros): separate entry tabs for self-employment and UK property, with category dropdowns matched 1:1 to the field names in HMRC's own developer APIs.

– Cumulative quarterly totals computed automatically, with a one-cell toggle between HMRC's standard periods and the calendar-quarters election.

– A Bridging Summary tab with named ranges — map your bridging tool's cells once, reuse every quarter. Consolidated-expenses row included for the under-£90k route.

– A Health Check panel: enforced dropdowns, a reconciliation line that must equal £0, row-limit warnings, and a pre-submission checklist.

– A First-Year Guide (3,200 words, Markdown + print-ready HTML): thresholds and phase-in dates, deadlines, penalties and first-year easements, bridging software plainly explained — every fact cited to gov.uk or HMRC developer documentation, checked August 2026, with the full source table included.

– Google Sheets import instructions.

Straight answers on what it isn't: This workbook does not submit to HMRC — you'll also need bridging software (from ~£30/yr; free options exist). It doesn't calculate tax and doesn't do year-end adjustments; the guide explains where those happen.

Built with AI assistance and human-directed research; every tax fact is checked against the cited official gov.uk/HMRC source.

Not tax, accounting, or financial advice. Support: mybritdesign@gmail.com