MTD IT Compliant Spreadsheet Templates for Self-Assessment

Streamline your quarterly submissions with professional templates designed for MTD IT requirements. Download instantly and stay compliant.
Download MTD Templates

How it works

  • Simplify your self-assessment with our MTD IT compliant spreadsheet templates. Keep your transactions in your spreadsheet and TaxNav will send the summary totals to HMRC, they don't require the detailed transactions.
  • These professionally designed templates handle the complex formatting and categorisation requirements, making it easy to collect and organise your financial data for quarterly submissions.
  • Each template integrates seamlessly with TaxNav's import system, saving you time and ensuring accuracy.

Important MTD IT Requirements - Myth Busting:

  • HMRC requires year-to-date totals submitted quarterly, not separate quarter amounts
  • Income under £90,000: No expense categorization needed - simply list as expenses
  • Income £90,000+: Must use official HMRC expense categories only
  • HMRC only needs totals four times a year, not individual transactions
  • Keep detailed records for your files in case HMRC requests them
  • Submit trading income and expenses quarterly; annual figures added during finalization
  • You can adjust totals before finalizing your return

Download Spreadsheet Templates

Choose the Template That Best Suits Your Current Situation and Needs

Consolidate Expenses
Full Expenses
Summary Consolidate Tab
Summary Full Tab
Self Employment / Trade
Track business income and expenses for sole traders, freelancers, and self-employed individuals.
Using catagorised expenses
A Tab to insert into your spreadsheet to link to your totals
UK Property
Record rental income and property expenses for UK residential and commercial properties.
Total Expenses
Only
Using catagorised expenses
A Tab to insert into your spreadsheet to link to your totals
A Tab to insert into your spreadsheet to link to your totals
Foreign Property
Manage overseas property investments and maintain UK tax compliance for international portfolios.
Total Expenses
Only
Using catagorised expenses
A Tab to insert into your spreadsheet to link to your totals
A Tab to insert into your spreadsheet to link to your totals

Income under £90,000 - Then you can use

Income over £90,000 - Then you must use

Consolidated Expenses
Catagorised Expenses
Spreadsheet to link to your spreadsheet
Workbook to record all your transactions
Spreadsheet to link to your spreadsheet
Workbook to record all your transactions
Self Employment / Trade
Track business income and expenses for sole traders, freelancers, and self-employed individuals.
Self Employment / Trade
Track business income and expenses for sole traders, freelancers, and self-employed individuals.
Self-Employment - Workbook
Preview Spreadsheet
Self-Employment - Workbook with HMRC allowed categories
Preview Spreadsheet
Self-Employment - Summary sheet
Preview Spreadsheet
Self-Employment - Summary sheet with HMRC allowed categories
Preview Spreadsheet
UK Property
Record rental income and property expenses for UK residential and commercial properties.
UK Property
Record rental income and property expenses for UK residential and commercial properties.
UK Property - Workbook
Preview Spreadsheet
UK Property - Workbook with HMRC allowed categories
Preview Spreadsheet
UK Property - Summary sheet
Preview Spreadsheet
UK Property - Summary sheet with HMRC allowed categories
Preview Spreadsheet
Foreign Property
Manage overseas property investments and maintain UK tax compliance for international portfolios.
Foreign Property
Manage overseas property investments and maintain UK tax compliance for international portfolios.
Foreign Property - Workbook
Preview Spreadsheet
Foreign Property - Workbook with HMRC allowed categories
Preview Spreadsheet
Foreign Property - Summary sheet
Preview Spreadsheet
Foreign Property - Summary sheet with HMRC allowed categories
Preview Spreadsheet

About TaxNav

TaxNav is a secure, browser-based solution that helps you meet your MTD for Income Tax obligations — simply, reliably, and fully online. Whether you’re a sole trader, a property landlord, or both, TaxNav gives you everything you need to stay compliant and in control.

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Important notice for Making Tax Digital for Income Tax (MTD IT)

Our current MTD IT solution supports most sole traders and landlords.

Please note that we do not yet support:

  • Partnerships
  • Trusts
  • Lloyd’s underwriters
  • Ministers of Religion
  • Other specialised income types

If you fall into any of these categories, please refer to HM Revenue & Customs’ list of compatible software providers

‍https://www.gov.uk/guidance/find-software-thats-compatible-with-making-tax-digital-for-income-tax