MTD Catch-Up Planner

Descrizione

MTD Catch-Up Planner

Turn a backlog into defined batches of work. Start from the last point you can support as checked, separate urgent obligations from general tidying and give each next action an owner.

What you can work through

• Confirm the required starting point and record time-critical obligations.
• Map missing or unchecked work for each account and evidence source.
• Keep current records moving while recovering older work.
• Use one real batch to estimate effort and book practical recovery sessions.
• Track questions, corrections and the evidence needed to close the gap.

What you receive

One 7-page fillable PDF, including its cover. Manual fields and checkboxes; it does not calculate tax or submit records. Checked 15 September 2026. Included as Bonus 05 in the £27 MTD Survival Kit.

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.