Making Tax Digital Record Keeper – UK Sole Trader & Landlord Spreadsheet (MTD 2026/27)

Keep your Making Tax Digital records in a spreadsheet that does the sorting for you. Paste in your bank statement or type as you go, and it works out the year-to-date quarterly totals HMRC asks for.

NEW in v2:

✓ Bank statement import: your keyword rules categorise each transaction

✓ Up to 10 properties, with joint-ownership shares and profit for each property

✓ Tax set-aside estimate (income tax + Class 4 NI, Scottish rates included), plus pensions, Gift Aid, student loans, the Child Benefit charge, capital allowances and payments on account

ALSO INCLUDED:

✓ Drop-down categories that use HMRC's quarterly update headings

✓ Business and rental property in one file

✓ Mileage log at 45p / 25p, calculated for you

✓ Quarterly deadlines worked out for any tax year

✓ Bridging sheet ready for MTD-compatible software

✓ Error checks before you submit, plus a filled-in example

Works in Excel, Google Sheets and LibreOffice. Instant download.

Record-keeping tool, not tax advice. Not affiliated with HMRC.