Making Tax Digital guide
MTD expenses checklist
The biggest MTD problem is not usually the submission button. It is inconsistent records. A clear expense checklist helps you keep each quarter tidy.
Common expense areas
Typical areas include software, stationery, phone, internet, professional fees, travel, mileage, insurance, repairs, agent fees and bank charges.
Receipt routine
Use a consistent file name with date, supplier, amount and category. Attach receipts to the transaction in your bookkeeping tool where possible.
Best next step
Create categories once, then review them every month so quarterly updates are based on clean records.
Quick answers
Is this tax advice?
No. It is an organisation checklist. Ask an accountant which expenses are allowable for your situation.
Do I need receipts?
Keep evidence for business expenses and organise it digitally so records can be reviewed later.
Turn the answer into a system
The free checker gives the likely deadline. The paid packs give the checklist, record routine and next steps.
MTD Starter Pack£19
A simple readiness pack for sole traders and landlords who need to understand their MTD dates, records and quarterly routine.
- MTD readiness checklist
- Quarterly update calendar
- Expense categories cheat sheet
- Sole trader spreadsheet template outline
- Landlord spreadsheet template outline
- Questions to send to your accountant
MTD Setup Kit£49
The fuller setup kit for turning MTD anxiety into a weekly and quarterly digital record keeping system.
- Everything in the Starter Pack
- Digital record keeping workflow
- Receipt naming system
- Quarterly update checklist
- MTD software chooser
- Landlord and sole trader setup checklists