MTD Quarterly Kit — Sole Trader Edition | Making Tax Digital Spreadsheet + Guide (2026/27)

Making Tax Digital for Income Tax is here — since April 2026, sole traders earning over £50,000 must keep digital records and send HMRC quarterly updates. You don't need a £20/month accounting subscription: HMRC allows spreadsheets, done properly.

This kit is the "done properly" part.

WHAT'S INCLUDED (instant download):

📊 Record-keeping workbook (Excel & Google Sheets) — transaction log with HMRC's exact self-employment categories, and a Quarterly Update sheet that keeps cumulative HMRC-ready totals automatically. Digital-links compliant: your bridging software reads the cells, you never retype a number.

📘 "Submit in 20 Minutes" PDF guide — plain English: HMRC sign-up, choosing bridging software (including free options), and submitting each quarter, step by step.

🗓 Deadline calendar (.ics) — every 2026/27 deadline on your phone with two-week warnings.

📋 One-page cheatsheet.

BUILT FOR SOLE TRADERS: full SA103 expense categories (materials, subcontractors/CIS, staff, vehicle, premises, admin, finance charges and more), a Disallowed bucket so drawings, entertainment and depreciation never sneak into your update, and support for simplified "3-line accounts" under £90k turnover.

Free updates for the 2026/27 tax year. Questions: hello@mtdquarterlykit.co.uk

This kit is a record-keeping tool and general information, not tax advice; buying it doesn't create an accountant–client relationship, and you remain responsible for your figures and submissions. Not affiliated with HMRC. Sold by Cunniffe & Helm Ltd (England & Wales no. 08990516) trading as MTD Quarterly Kit. Full terms: mtdquarterlykit.co.uk/legal