TaxSimba — Making Tax Digital (MTD): What You Need to Know
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 software subscription is active, but records are incomplete and no one has accepted the next filing. List signup, software authorisation, digital records, quarterly submissions and annual completion separately. That makes it easier to see whether the problem is access, bookkeeping or responsibility.

DECISION TO RESOLVE
Which part is ready, and which still has no named person responsible?

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

1. Qualifying-income assessment year
Notes: ______________________________

2. Start date and exemptions to check
Notes: ______________________________

3. Business and property sources
Notes: ______________________________

4. Software or agent responsibilities
Notes: ______________________________

5. Update, return and payment plan
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/making-tax-digital-explained
Check the current guide and official sources before relying on a deadline or process.