MTD Survival Kit for UK Sole Traders

Descrizione

MTD is not a software problem. It’s a setup problem.

Before you buy accounting software, abandon your spreadsheet or assume your accountant has everything covered, get clear on the four decisions that determine your setup: scope, records, route and responsibility.

Your complete kit: six PDF files

• Making Tax Digital for Busy Sole Traders: the 320-page practical working guide, September 2026 edition.
• Bonus 01 — MTD Scope & Start-Date Checker: Find out whether MTD applies to you — and when. A fillable working tool for income figures, start-date checks, evidence and unresolved questions.
• Bonus 02 — Software Decision Scorecard: Choose a workable route without paying for features you don’t need. Compare essential requirements, practical fit and the full cost of shortlisted software setups.
• Bonus 03 — Accountant Conversation Pack: Turn “my accountant will handle MTD” into a written working agreement covering responsibilities, access, approvals, handover dates and fees.
• Bonus 04 — Quarterly Update Checklist: Know what “done” means each quarter. A repeatable checklist for records, the submission preview, open items and evidence of a confirmed outcome.
• Bonus 05 — MTD Catch-Up Planner: Already behind? Find the gap, set the next action and get back to a checked position with a fillable recovery planner.

Use the kit to make decisions

Start with your scope and evidence. Assess the records you already keep, compare workable software routes and agree who does each part. Use the quarterly checklist for repeatable checks and the Catch-Up Planner when work is behind.

£27 until 30 September 2026

Pay £27 for the 320-page book and receive all five practical tools free during this introductory offer. The five tools are £17 each when purchased separately.

From 1 October 2026, the book will cost £47 and the tools will no longer be included. The book and all five tools purchased separately will then total £132. The offer ends at 11:59pm UK time on 30 September.

Customers who purchase before the offer ends keep all six PDF downloads. No subscription. The MTD Setup System is a separate product and is not included.

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.