Description
A practical way to get your MTD system organised
You know your work. Bookkeeping should fit around it. The MTD Survival Kit brings together a plain-English guide and four working tools to help you make decisions, organise your records and agree clear responsibilities with your accountant.
What is included
Making Tax Digital for Busy Sole Traders
The main ebook takes you from checking whether MTD applies to choosing software, recording sales and expenses, building a routine, preparing quarterly updates and getting year-end ready. It covers both a spreadsheet with bridging software and an accounting-software route.
Bonus 01: MTD Scope & Start-Date Checker
Bring together the relevant income figures, work through the scope checks and record what still needs confirmation. Includes fillable fields and automatic income totals.
Bonus 02: Software Decision Scorecard
Compare spreadsheet plus bridging software with accounting software against your actual needs. Record essential checks, score your shortlisted options and compare costs.
Bonus 03: Accountant Conversation Pack
Agree who records, reviews, corrects, approves and submits. Capture handover dates, fees, access arrangements and written confirmation in one reusable pack.
Bonus 04: Quarterly Update Checklist
Follow a repeatable check of your records and submission preview, track unresolved items and retain confirmation. Includes automatic coverage dates and deadlines for the supported selections.
Built for busy sole traders
Designed for relatively straightforward UK businesses, including consultants and tradespeople who currently rely on bank records, spreadsheets and an accountant. The kit helps you organise the work you do yourself and make the work you delegate clearer.
How to use your kit
- Start with the ebook and scope checker to establish your starting point.
- Use the scorecard and conversation pack to settle your software and responsibilities.
- Save a fresh copy of the quarterly checklist for each business update.
Format and compatibility
You receive five PDF files: the ebook and four fillable bonus tools. Download and save the files to your device. For the fillable tools and automatic calculations, use Adobe Acrobat Reader on a computer with JavaScript enabled where needed. Browser and mobile PDF viewers may not support every form feature. Save your completed copies after editing.
This is a digital product; no physical items are shipped. Accounting software, bridging subscriptions and accountant services are not included.
Edition and scope
2026/27 edition. Bonus rules checked on 8 September 2026. Tax rules and software services can change; check current HMRC guidance when applying a rule. This independent educational kit is not HMRC software, does not submit information to HMRC and does not replace personalised tax advice.
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