Track and submit your MTD figures without expensive software
Use a simple Excel-based system to manage your quarterly income and expenses — with step-by-step video guidance and clear instructions from start to submission.
- See if a simpler way to handle MTD is right for you
- Takes less than 2 minutes
- Get a personalised result
Confused about MTD — and don’t want to rely on expensive software?
Does this sound familiar?
Not sure what needs to be tracked?
Confused about quarterly reporting requirements?
Don’t want to pay monthly for accounting software?
Unsure how to actually submit to HMRC?
Worried about getting it wrong?
- The Reality of April 2026
From April 2026, Making Tax Digital for Income Tax will require landlords and self-employed individuals earning over £50,000 to submit updates every quarter.
For many, this introduces new processes that feel unclear and unnecessarily complicated. At the same time, there is increasing pressure to move onto paid software — even for those with straightforward income and expenses.
You need a solution that simplifies the transition without the hefty price tag.
A simpler way to handle MTD
This system provides a clear, step-by-step approach to managing MTD without relying on expensive accounting software.
Structured Tools
A structured Excel spreadsheet designed specifically for MTD tracking and preparation.
Expert Guidance
Video tutorials and written guidance covering the full process from start to finish.
Bridging Success
Learn how to submit quarterly updates to HMRC using affordable bridging software.
You’ll be shown how to track your income and expenses correctly, how to prepare your figures, and how to submit your quarterly updates to HMRC.
“Everything is designed to be simple, practical, and easy to follow — even if you have no prior experience with MTD.”
What’s included
A structured Excel template to track income and expenses
Step-by-step video tutorials covering the full process
Written PDF guidance for quick reference
Guidance on registering for MTD
Instructions on submitting your figures using bridging software
What this allows you to do
Stay compliant with MTD requirements without unnecessary complexity
Avoid paying monthly fees for accounting software
Understand exactly what to track and when
Feel confident preparing and submitting your figures
Stay organised throughout the tax year
How it works
Get access
Join the waitlist and be the first to access the full system when it launches.
Follow the system
Use the Excel template and follow the step-by-step video guidance to track and prepare your figures.
Submit with confidence
Submit your quarterly updates to HMRC using bridging software, knowing everything has been prepared correctly.
Who this is for
Designed for individuals who want a simple and practical way to manage their tax records under MTD.
Self-Employed
Earning over £50,000 and needing to prepare for new quarterly reporting obligations.
Landlords
Receiving rental income and looking for a straightforward way to stay compliant.
Spreadsheet Users
People who prefer using spreadsheets rather than switching to complex accounting software.
Hands-On Business Owners
Those with straightforward income and expenses who want to manage the full process themselves.
Built by a UK tax professional
AAT-Licensed Professional
This has been created by an AAT-licensed professional with experience in UK tax and compliance. The aim is to simplify areas that are often made more complicated than they need to be.
The system is based on real-world processes, adapted to be simpler and more accessible. While complex situations may still require professional advice, for many, the basics can be handled with the right structure and guidance.
"Providing clear, practical guidance for people who want to handle straightforward tax tasks themselves."
Frequently Asked Questions
Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.
No. For straightforward situations, it is possible to keep records using spreadsheets and submit using bridging software.
Spreadsheets can be used for record-keeping, provided they are linked to HMRC-compatible software for submission.
From April 2026, it will apply to self-employed individuals and landlords with income over £50,000.
It includes an Excel template, video tutorials, and step-by-step guidance covering the full process from record-keeping through to submission.
This is designed for straightforward income and expense scenarios. More complex cases may require professional advice.
Yes — the system includes guidance on how to submit using bridging software.