Making Tax Digital for Busy Sole Traders

Descrizione

Making Tax Digital for Busy Sole Traders

Get MTD-ready without becoming your own accountant. This plain-English working guide helps UK sole traders understand the decisions behind a workable setup before buying software or changing a system that already works.

What you can work through

• Scope: establish what applies to your business and the evidence behind your starting point.
• Records: assess what you already have, identify gaps and organise income, expenses and supporting evidence.
• Route: compare a spreadsheet with bridging software against accounting software in the context of your actual workflow.
• Responsibility: agree what you handle and what your accountant or bookkeeper takes on.
• Ongoing work: build a bookkeeping routine, prepare quarterly updates, manage corrections and organise year-end handovers.
• Reference section: glossary, calendar, expense and evidence reference, troubleshooting, official sources and practical working tools.

What you receive

One 320-page PDF, September 2026 edition, with a contents section and fillable fields in the practical toolkit. This standalone guide does not include the five separate Survival Kit bonus PDFs.

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.