Check for free whether Making Tax Digital for Income Tax applies to you, and when. Then keep your records in order, quarter by quarter, with a simple £19 Excel workbook for sole traders or landlords.
Free checker, no sign-up. Based on GOV.UK guidance checked November 2026. Not HMRC software and not tax advice.
Two Excel workbooks for Making Tax Digital for Income Tax, each a one-off £19. Pick the one that matches how you earn.
£19 one-off
For UK sole traders keeping digital records, quarter by quarter.
£19 one-off
For UK landlords. Up to 10 properties, with standard or calendar quarters.
Not HMRC software and not tax advice.
Not sure which? Check if MTD applies
Free BookTidy checker for UK sole traders and landlords. Enter your gross income (before expenses) for a typical tax year.
Get the BookTidy workbook — £19Excel workbook to log income and expenses and total them by quarter.
This is a free guidance tool, not tax advice. It covers the main rules from GOV.UK (checked November 2026) but not every exemption or special case. A spreadsheet cannot send updates to HMRC on its own. Check your position with HMRC or an accountant. BookTidy is a trading name of Tim Luke, Bennett Court, 2a Fawley Road, London NW6 1TA.
One Excel file for logging your business income and expenses. It sorts every entry into the right quarter and HMRC category, then adds up the totals you need for your quarterly updates. No subscription, no account, and no learning a new app.
A short setup guide, plus how to delete the example rows.
Your business name, the tax year, and standard (6 Apr) or calendar (1 Apr) quarters. The period dates and deadlines fill in automatically.
Log each sale or rent payment. Pick self-employment or UK property, then an HMRC category from the dropdown.
Log each cost with a receipt reference, using HMRC's Self Assessment expense categories. Residential finance costs (such as mortgage interest) are kept separate.
Totals for each quarter and category, plus the running year-to-date "3-line" totals for each update.
Works out your qualifying income, including part-year and joint-property shares, and shows when MTD would start for you.
Year totals, a clean export of the figures for whichever update you're sending, and a deadlines checklist.
Screenshots from the workbook (with the example data) are below.
£19 one-off
Secure checkout through Payhip. This is a digital download, so please read the terms of sale (including refunds) before you buy.
An Excel workbook for UK individual landlords keeping digital records for Making Tax Digital for Income Tax. Log each rent payment, bill and mortgage interest payment once. It works out your share of joint property, sorts entries into HMRC’s property categories, and totals each quarter and the year so far. UK and overseas lets are kept separate.
£19 one-off
Digital download: please read the terms of sale (including refunds) before you buy.
Record-keeping help, not tax advice. Not HMRC software; you will need MTD-compatible or bridging software to submit. Not affiliated with HMRC.
Based on GOV.UK guidance checked in November 2026; rules can change. Find software with HMRC’s software finder. You are responsible for your records and submissions.
Use the free checker above to see if and when Making Tax Digital for Income Tax applies to you.
Log your sales, rent and costs in the workbook as you go. It sorts each one into the right quarter and HMRC category.
Each quarter, MTD-compatible bridging software links to or imports the workbook’s year-to-date totals digitally, with no copy and paste, and sends your update to HMRC.
No. A spreadsheet can't send anything to HMRC by itself. You'll need MTD-compatible "bridging" software, which links your spreadsheet figures to HMRC. Use HMRC's software finder on GOV.UK and look for products that work with spreadsheets. Some are free for simple tax affairs.
No. BookTidy is a record-keeping and planning tool built from HMRC's published guidance. It can't take your personal circumstances into account and doesn't guarantee you'll meet HMRC's rules. If you're unsure about anything, check with HMRC or an accountant.
Yes, in Microsoft Excel for Mac (2016 or later, or Microsoft 365). It isn't designed for Apple Numbers, Google Sheets or LibreOffice. The dropdowns, protected formulas and some layouts may not work properly in them.
Not for Making Tax Digital. If your qualifying income is £20,000 or less, you don't have to use MTD under the current rules. Some people still like the workbook for keeping tidy records, but you may not need it. The free checker will tell you where you stand.
Yes. Record only your share of the rent and costs. The Threshold Checker counts your share of property income, as HMRC's guidance says.
It's set up for 2026/27, and you can switch the tax year in Settings (from 2025/26 to 2029/30). The quarter dates and deadlines update automatically. If HMRC changes a rule the workbook relies on, I aim to publish a corrected file, which you can download again from your Payhip purchase email.
The workbook is a digital download. At checkout you'll be asked to agree that you get immediate access and that you lose your 14-day right to cancel once the download starts. If the file is faulty or not as described, email me and I'll fix or replace it. If that isn't possible, I'll refund you. This doesn't affect your legal rights. See the terms of sale.
BookTidy is a trading name of Tim Luke, a sole trader based in London. I'm not an accountant. I built BookTidy to make HMRC's record-keeping rules easier to follow. Questions are welcome at [email protected].
Last updated 14 November 2026
This notice explains what personal information BookTidy handles and why. BookTidy is a trading name of Tim Luke ("I", "me"), of Bennett Court, 2a Fawley Road, London NW6 1TA. I'm responsible for your personal information under UK data protection law. You can contact me at [email protected].
This site doesn't have forms or accounts, and it doesn't use analytics or advertising cookies. The MTD checker runs entirely in your browser. The figures you type in aren't sent to me or stored anywhere, and they disappear when you leave the page. The site is hosted by Carrd, which may process technical information such as your IP address to deliver and secure the site.
Checkout is handled by Payhip, and card or PayPal payments are processed by its payment providers (such as Stripe or PayPal). They collect your name, email address and payment details under their own privacy policies. I never see your full card details. Payhip shares your name, email address, country and order details with me. I use them to deliver the workbook, help you with your order, tell you about corrections to the file you bought, and keep the business records the law requires.
I use your email address and message only to reply and to deal with your request.
I process order information to carry out our contract and to meet legal obligations, such as keeping tax records. I keep order records for 6 years and general emails for up to 2 years. I don't sell your information or use it for marketing without your consent.
You can ask for a copy of your information, or ask me to correct or delete it, or to restrict or object to how I use it. Email [email protected]. If you're unhappy with how I've handled your information, you can complain to the Information Commissioner's Office at ico.org.uk.
Last updated 14 November 2026
BookTidy is a trading name of Tim Luke, a sole trader. Address for legal notices: Bennett Court, 2a Fawley Road, London NW6 1TA. Email: [email protected].
The BookTidy MTD Bookkeeping Workbook is a downloadable Microsoft Excel file (.xlsx) for recording income and expenses and working out quarterly totals. It's a record-keeping and planning tool. It isn't tax, legal or accounting advice, it isn't HMRC software, and it can't submit anything to HMRC. You'll need separate MTD-compatible software for that. You're responsible for the accuracy of your records and your submissions to HMRC.
The price is £19, shown on this site and at checkout. Payment is taken at checkout by Payhip and its payment providers. If any VAT applies, it's shown at checkout.
You'll get a download link straight after payment, on screen and by email. If it doesn't arrive, check your spam folder or email me.
Normally you can cancel an online purchase within 14 days. For digital content, you lose that right once the download starts, provided you agreed to immediate access and acknowledged that you'd lose the right. You'll be asked to confirm both at checkout. You can still cancel before you start the download.
The workbook must be as described, of satisfactory quality and fit for purpose. If it isn't (for example, the file won't open in a supported version of Excel, or a formula is wrong), email me and I'll repair or replace it. If I can't, you'll get a refund. This doesn't affect your legal rights under the Consumer Rights Act 2015.
You can use the workbook for your own business and make copies for your own use and backups. Please don't resell, share or publish it.
The workbook is based on HMRC guidance as published when it was last updated, and rules can change. I'm not responsible for losses that come from how you use the workbook, such as tax, penalties or interest, except where the law doesn't allow me to limit my responsibility. Nothing in these terms limits liability for anything that can't legally be limited.
These terms are governed by the law of England and Wales. If you live elsewhere in the UK, you can also use your local courts and keep any consumer protections that apply where you live.