TaxSimba — Can an Accountant Handle Making Tax Digital for Me?
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
Your bank feed contains a £450 transfer with no explanation. The accountant cannot reliably classify it from the amount alone. Agree how you will answer record queries and when, even where the accountant handles every software submission.

DECISION TO RESOLVE
Who answers a transaction query, and what happens if the answer is missing near a deadline?

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

1. Engagement scope
Notes: ______________________________

2. Main or supporting-agent role
Notes: ______________________________

3. Record delivery arrangements
Notes: ______________________________

4. Query and approval process
Notes: ______________________________

5. Submission confirmations and outstanding work
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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