HomeAll business typesMTD Compliance Kit

Product family

MTD compliance kits for UK sole traders

Organise your income, expenses and quarterly figures in an Excel workbook (.xlsx) designed for UK sole traders preparing records under Making Tax Digital rules. Not filing software — a record-keeping foundation that makes the figures tidy before filing.

54 business typesfrom £16.99UK-focusedInstant download

What's in this family

One pack, one tier

Premium

£16.99

Excel workbook (.xlsx) — opens in Excel or Google Sheets

Who this helps

Choose the family before the business type

For UK sole traders who want an Excel record-keeping workbook to organise income, expenses and quarterly figures before using their chosen filing route where required.

MTD Compliance Kit is Premium only and supplied as an Excel workbook (.xlsx). It is not tax advice, not a tax-return tool and not a replacement for HMRC-compatible filing software.

Common uses

  • Keep income, expenses and quarterly working figures in one structured workbook.
  • Separate record-keeping from filing so the figures are easier to review before submission.
  • Use a niche-specific layout that reflects the costs and records common to the business type.
  • Prepare tidier records for a bookkeeper, accountant or your own filing process.

Choose by business type

54 MTD Compliance Kit options

Search 54 business types with MTD Compliance Kit.

Direct product links

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Accountant Bookkeeper MTD Compliance Kit£16.99Acupuncturist MTD Compliance Kit£16.99Aestheticians MTD Compliance Kit£16.99After School Club MTD Compliance Kit£16.99Aromatherapist MTD Compliance Kit£16.99Bakery MTD Compliance Kit£16.99Barber Shop MTD Compliance Kit£16.99Beauty Salon MTD Compliance Kit£16.99

Questions before you choose

Product family FAQ

Is this HMRC filing software?
No. It is an Excel record-keeping workbook. You may still need compatible or bridging software to send updates to HMRC.
Is the product for sole traders?
Yes. The website copy positions this family for UK sole traders preparing records under Making Tax Digital rules.
Does this replace tax advice?
No. It is not tax advice. Review your position with an accountant or HMRC guidance where needed.
When does MTD ITSA start for me?
Making Tax Digital for Income Tax Self Assessment (MTD ITSA) is rolling in from April 2026 for many UK sole traders, with the exact start date depending on your turnover thresholds. Check current HMRC guidance for your situation. The workbook is structured around that quarterly cadence regardless of your start date.
Will it submit my quarterly figures to HMRC?
No. This is a record-keeping workbook, not filing software. The figures live in your workbook; submission to HMRC happens through your chosen MTD-compatible filing route (your own software, a bridging tool, or an accountant). The workbook layout is designed so those figures are easy to read across into the filing tool.
Can I use this with my accountant?
Yes. The workbook is designed to be handed over cleanly. Your accountant can read your income and expense records in the same Excel structure used by the kit, then file from their software. Many sole traders use the kit specifically because it makes the accountant handover faster.
What if I am on Self Assessment, not MTD ITSA yet?
The workbook still works as a clean record-keeping structure for Self Assessment. The quarterly view is useful preparation for when MTD ITSA does apply to your turnover band, but the underlying income and expense tracking is valuable for the existing annual Self Assessment return too.

Related reading

Guides that support this product family

Niche-Specific

Making Tax Digital for plumbers: what's actually changing in April 2026

If you're a self-employed UK plumber, the headline news is short. From April 2026, Making Tax Digital for Income Tax Self Assessment (MTD ITSA) becomes mandatory for sole traders earning over £50,000…

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MTD

Making Tax Digital for electricians: what's actually changing in April 2026

Making Tax Digital for Income Tax (MTD ITSA) hits self-employed electricians in three waves, based on qualifying income from self-employment and/or property: over £50,000 from 6 April 2026, over…

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MTD

Making Tax Digital for beauty salon owners: what's changing in April 2026

Making Tax Digital for Income Tax (MTD ITSA) hits self-employed beauty salon owners and therapists in three waves, based on qualifying income from self-employment and/or property: over £50,000 from 6…

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Why LaunchKit

Built for UK sole-trader trade and service businesses preparing records under Making Tax Digital rules.

A record-keeping workbook — not HMRC filing software, not tax advice. Review with your accountant before filing.

How LaunchKit is built →Find your business type →

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