MTD Ready Bundle 2026/27 for UK sole traders

MTD Spreadsheet Bundle UK 2026/27 is five Excel and Google Sheets workbooks for a UK sole trader's tax year: the Sole Trader MTD Record Book, the HMRC Mileage Log, the Invoice and Quote Pack, the VAT Record Book and the Self-Employed Tax Estimate and Payments on Account Planner.

The record book keeps income, expenses and mileage in HMRC's categories and adds up the year-to-date totals for each Making Tax Digital update (7 Aug 2026, 7 Nov 2026, 7 Feb 2027, 7 May 2027). The mileage log works out the 55p then 25p rate and the use of home flat rate. The invoice pack covers quotes, invoices and overdue days. The VAT book gives the nine boxes for each quarter, including the Flat Rate Scheme. The planner estimates your tax and payments on account and shows what to put aside each month.

Each workbook comes as an example with a year of figures and as a BLANK copy, so there are ten workbooks and a one page Start here guide in one zip. No macros, no password. Opens in Excel 2016 or later and in Google Sheets.

£24 here, against £38.99 for the five separately on this shop. That is £14.99 less.

They do not connect to HMRC. You type the totals into HMRC-recognised software or a bridging tool. Figures are estimates for planning. They are not tax advice.