PDF + Excel · instant download
Making Tax Digital for Income Tax Tracker
Keep your quarterly income and expense records in one workbook, with a plain guide to how the year works.
One-off payment. No account, no subscription.
By buying you ask for immediate access and accept you lose your 14-day right to cancel once the download starts. Your legal rights are not affected: see refunds. Secure card payment by Stripe.
What is included
- HBT_MTD_for_Income_Tax_Quarterly_Records_and_Updates_Tracker_Guide.pdf (PDF, A4, 33 pages)
- HBT_MTD_for_Income_Tax_Quarterly_Records_and_Updates_Tracker.xlsx (Excel workbook, 8 sheets: Start Here, Settings, Categories, Trading Records, Property Records, Trading Updates, Property Updates, Update Log)
- START_HERE.txt
Who it is for
UK sole traders and landlords who want their quarterly records in one workbook.
About this pack
A 33-page A4 PDF guide for UK sole traders and landlords. It covers who must use Making Tax Digital for Income Tax, how qualifying income is worked out, exemptions, the year timeline, update periods and deadlines, and questions to ask a software provider. Each section names the GOV.UK page it follows.
The Excel workbook has eight sheets: Start Here, Settings, Categories, Trading Records, Property Records, Trading Updates, Property Updates and Update Log. Delete the pale green Example rows, choose your tax year on Settings, then enter your own records.
The workbook keeps records and adds them up by period. It does not send anything to HMRC, and it is not software that connects to HMRC. You still send your updates through your own software.
The guide lists what it could not confirm, such as whether a particular spreadsheet set-up meets the digital record rules, and leaves it out. Ask your software provider about that.
General information, not professional advice. Check current GOV.UK guidance before you rely on any date or threshold.
For UK sole traders and landlords. Dates and thresholds are as printed in the guide from GOV.UK pages fetched on 14 October 2026; confirm on GOV.UK before relying on them.
Refunds and your rights
Instant digital download. When you buy, you agree to receive the files straight away and you accept that you lose your 14-day right to cancel once the download starts. This does not affect your legal rights: if a file is faulty, will not open, or is not as described, message us through the Contact page and we will fix it, replace it or refund you.
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