MTD Setup System

Descrizione

Put your MTD decisions into a working system

The MTD Setup System builds on the decisions made with your Survival Kit. Use it to give records a home, schedule recurring work, track each reporting period and prepare clear accountant handovers.

Six implementation tools plus START HERE

• START HERE: recommended order, finished outputs and practical notes for using the files.
• MTD Setup Wizard: carry forward your decisions and complete a one-page MY MTD SETUP operating reference.
• Digital Records Workspace: create or map your folder structure, naming method, evidence locations and retrieval checks.
• Bookkeeping Workflow Template: plan weekly maintenance, monthly review, quarter preparation and a reusable issue log.
• Quarterly Control Centre: keep one annual dashboard and four period-control pages with owners, blockers and submission evidence.
• Accountant Handover Template: send a period’s work with its status, issues, corrections, questions and next actions.
• 30-Day MTD Setup Plan: schedule four implementation stages and finish with a readiness check backed by a practical walkthrough.

What you receive

Seven PDFs, 35 pages in total, with fillable fields and reusable working pages. 2026/27 edition; rules checked 12 September 2026. £39 one-time, with no subscription from us.

Designed as a companion to the MTD Survival Kit, which is sold separately. These are working templates, not accounting software, an automated dashboard or a done-for-you setup service. The 30-day plan is a suggested working schedule, not a promise of compliance or a deadline extension.

Using your files

Download and save your own copy. Open fillable PDFs in a reader with form support, then save and reopen a short test to check that entries are retained. Adobe Acrobat Reader on a computer is recommended; supported automatic form features may require PDF JavaScript. Browser and mobile previews may not support every feature.

Important scope

Digital product only; no physical item is shipped. Software subscriptions and professional services are not included. This is independent educational material, not HMRC software or personalised tax advice, and it does not guarantee compliance. Check current HMRC guidance when applying a rule.