TaxSimba — Can I Use Spreadsheets for Making Tax Digital?
Preparation worksheet

Optional offline planning aid, not a tax return or filing confirmation.
Keep completed notes securely; never include passwords or one-time codes.

WORK THROUGH THIS EXAMPLE
Before a deadline, ask how your workbook is imported into the compatible filing system and how errors are corrected. Test a small sample and compare the resulting totals. Sending a spreadsheet by email is not proof that the filing software has processed it or HMRC has received an update.

DECISION TO RESOLVE
Can you follow one record through the agreed digital process without rekeying reported data?

YOUR POSITION
Relevant year and source: ____________________
Evidence supporting your answer: ____________________
Missing item and who will obtain it: ____________________
Deadline or next review date: ____________________

1. Map the workbook's date, amount and category columns.
Notes: ______________________________

2. Check the digital connection and supported format.
Notes: ______________________________

3. List required business and property sources.
Notes: ______________________________

4. Confirm quarterly and annual-return coverage.
Notes: ______________________________

5. Test reconciliation and agree who retains submission evidence.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/can-i-use-spreadsheets-for-mtd
Check the current guide and official sources before relying on a deadline or process.