TaxSimba — Joining an MTD Service Mid-Year: What Happens to Earlier Quarters?
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
Make a handover sheet before choosing a start date Example handover record Item Record this Business and reporting basis For example: sole trade, standard periods, 2026/27. Earlier work Each period, its status and the confirmation held. Next filing The named firm responsible and its document cut-off. Unresolved items The missing record, who obtains it and the agreed review charge. Use one row per business. If the earlier submission status is uncertain, label it uncertain; do not guess that another firm filed it. Ask the incoming accountant to confirm acceptance of the records and next filing in writing.

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

1. Joining date and next update deadline
Notes: ______________________________

2. Businesses and accounting periods
Notes: ______________________________

3. Previous submission confirmations
Notes: ______________________________

4. Year-to-date records and exports
Notes: ______________________________

5. Named owner of missing records and next filing
Notes: ______________________________

Actions agreed with accountant:
____________________________________

Guide: https://taxsimba.co.uk/blogs/join-mtd-service-mid-year

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