TaxSimba — HMRC Signed Me Up for Making Tax Digital — What Do I Do Next?
Preparation worksheet

This is an optional offline planning aid, not a tax return or a filing confirmation.
Keep completed notes securely. Do not add passwords or one-time security codes.

PRACTICAL TASK
A useful order for your first checks Read the notice and check the signup in your HMRC account. List the continuing businesses and records already held. Check software and agent arrangements, including who can file. Identify outstanding updates and agree the catch-up work. Keep the earlier Self Assessment return on its own task list. Bring those five answers to an enquiry. They help distinguish a straightforward setup from missing-records work. If the notice looks wrong, use the guide to disputing MTD signup rather than buying a service on the assumption that the notice must be correct.

Outcome to confirm: ____________________
Evidence or reference: ____________________
Person responsible and next check date: ____________________

1. HMRC notice and date received
Notes: ______________________________

2. Continuing, new and ceased income sources
Notes: ______________________________

3. Actual cessation dates where relevant
Notes: ______________________________

4. Software, agent and outstanding-update plan
Notes: ______________________________

5. Earlier-year annual-return status
Notes: ______________________________

Actions agreed with accountant:
____________________________________

Guide: https://taxsimba.co.uk/blogs/hmrc-signed-me-up-for-making-tax-digital

Check the current guide and official sources before relying on a deadline or process.

REVIEW CHECK
 HMRC’s signup guidance also refers to checking 2025/26 information if that return has already been submitted. Read the actual notice and source details before assuming an older figure explains the signup. 
https://www.gov.uk/guidance/check-what-to-do-if-hmrc-has-signed-you-up-for-making-tax-digital-for-income-tax