TaxSimba — HMRC Says I Need Making Tax Digital, But I Think They’re Wrong — What Should I Do?
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
A notice refers to a trade that has stopped. Keep the cessation date, final accounts and relevant HMRC correspondence together. Explain which fact is wrong and what correction you are requesting, rather than replying only that your current income is lower.

DECISION TO RESOLVE
Which recorded fact supports your disagreement with signup?

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

1. Copy the HMRC message and stated start date.
Notes: ______________________________

2. Locate the return and income figures used.
Notes: ______________________________

3. List continuing and ceased sources with dates.
Notes: ______________________________

4. Gather evidence for any exemption or correction.
Notes: ______________________________

5. Record HMRC contact, reference and written outcome.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/hmrc-mtd-signup-wrong
Check the current guide and official sources before relying on a deadline or process.