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Making Tax Digital starts for 1 million more people in April 2027. Get the quarterly workbook for $12.

Try the free sample, no card

If you are a UK sole trader or landlord earning over £30,000 gross, you will keep digital records and send HMRC a short summary every quarter. This workbook does the adding up by HMRC category. Check your own start date first, free.

Check my start date   See the workbook

Free start-date check

Enter a figure to see which date applies.

Turnover means gross income before expenses and allowances. Thresholds and dates: HMRC, 5 October 2026 (GOV.UK). Check on GOV.UK which tax year counts for your start date. Nothing you type leaves this page.

Quarterly dates, tax year 2026 to 2027

QuarterCoversSend by
Q16 Apr - 5 Jul 20267 Aug 2026
Q26 Jul - 5 Oct 20267 Nov 2026
Q36 Oct 2026 - 5 Jan 20277 Feb 2027
Q46 Jan - 5 Apr 20277 May 2027

Standard quarters. You can choose calendar quarters instead; check GOV.UK. The 7 November date is confirmed in HMRC's 5 October 2026 release.

The Quarterly summary sheet

The Quarterly summary sheet from the workbook, totalling example income and expense rows by HMRC category and quarter
Real sheet from the delivered file, recalculated from the four example rows in the Records sheet. Example rows only.

MTD Quarterly Records Workbook

  • One Records sheet: date, business type, HMRC category, amount. The quarter fills in itself.
  • Self-employment and UK property categories, named as in HMRC's quarterly update direction.
  • Quarterly summary: totals per category for each quarter and the year, ready to compare with your software.
  • Threshold sheet: gross income against the £50,000, £30,000 and £20,000 dates.
  • Excel file, works offline. Delete the four example rows and start.

What it is not: it is a records template, not HMRC-recognised software and not tax advice. Quarterly updates must be sent through compatible software.

$12

One-off. Instant download after payment. No subscription.

Buy the workbook - $12

Checkout by Polar. If the file does not arrive, email fuseini.metadata@gmail.com with your receipt.

Questions

Do I need this if I use accounting software? Not for sending. It helps if you keep records by hand first, or want a second check on the totals.

Landlord with several properties? Log them in the same sheet and use the description column to tell them apart. Categories are the UK property ones.

Is the price in pounds? Checkout is in US dollars. Your card converts it.