Everything you need to get MTD right
Free templates, practical guides, and tools - organised by who you are and what you need.
Templates and tools
Demo videos, step by step
Watch how to connect to HMRC, upload a spreadsheet and send a quarterly update. Grouped for sole traders and landlords, and for accountants.
Six free templatesMTD Spreadsheet Templates for Excel
Download bookkeeping workbooks and cumulative quarterly summaries for UK landlords, foreign property and sole traders.
Template libraryFree business templates for Excel
Invoices, quotes, payroll, cash flow, landlord and bookkeeping templates for UK small businesses.
Free toolKey Dates and Reminders
Every HMRC MTD quarterly update deadline for 2026/27, 2027/28 and 2028/29, with downloadable calendar reminders for each tax year.
Free toolMTD Start Date Checker
Enter your figures and find out whether you are in scope for Making Tax Digital for Income Tax, your start date, and why - with every answer traceable to GOV.UK.
Free toolMTD Software Assessment
Bridging or full bookkeeping? Compare aligned.tax, Xero, QuickBooks and FreeAgent to find the right fit for you or your clients.
For Landlords
Guides and templates for property landlords filing under MTD.
Free Landlord Spreadsheet Template
Free Excel spreadsheet for tracking rental income, expenses and mortgage interest. Works directly with aligned.tax for one-click MTD filing.
Guide - 5 min readMTD Guide for Landlords
Step-by-step guide to getting your rental property records MTD-compliant. No accounting software needed.
For Sole Traders
Guides and templates for self-employed people filing under MTD.
Free Sole Trader Bookkeeping Spreadsheet
Free Excel template for tracking self-employment income and expenses against HMRC categories. Works directly with aligned.tax.
Guide - 7 min readMTD Guide for Sole Traders
No-nonsense guide to getting your self-employment records ready for MTD quarterly updates.
For Accountants
Guides and resources for practices managing MTD for multiple clients.
Guides and answers
What is MTD bridging software?
How bridging software links your existing digital records to HMRC, who it suits, and when full accounting software may fit better.
GuideCan I use spreadsheets for MTD ITSA?
Yes, HMRC allows spreadsheets for MTD ITSA if you use bridging software to file. What counts as a digital link and how aligned.tax helps.
GuideFree MTD ITSA Software Compared
What free MTD ITSA software means, what to look for, and where bridging software fits if you want to keep using spreadsheets.
GuideMTD Deadlines: Quarterly Updates and Tax Return
MTD Income Tax quarterly deadlines, the 31 January tax return deadline, and the April 2026 / 2027 / 2028 mandation cohorts in one place.
GuideMTD ITSA Qualifying Income Explained
How qualifying income aggregates self-employment plus property gross income, and how thresholds and the 3-year carve-out work.
From the blog
Budget 2026 gives next year's MTD joiners a penalty pass
Budget 2026 gives April 2027 MTD joiners a year without quarterly penalty points and takes some groups out of MTD. Your 7 November update is unchanged.
everyoneMissed an MTD quarterly update? How to catch up
Missed the 7 August MTD deadline? One cumulative update to 5 October covers Q1 and Q2. No penalty points for 2026-27; they start from 2027-28.
landlordsJointly owned property and Making Tax Digital: what you actually have to report
If you own rental property with your husband, wife or anyone else, you only ever report your own share, and HMRC has two special relaxations that make it easier than most landlords expect. Here is what counts, what you can leave out of your quarterly updates, and why your share might keep you out of Making Tax Digital altogether.