TaxSimba — MTD Digital Records — What You Actually Need to Keep
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
Choose one supplier invoice. Find the digital entry, check its date, amount and category, then find the supporting document again. If the entry is duplicated or cannot be traced, fix the record rather than adding another copy of the image.

DECISION TO RESOLVE
Can a different person follow the evidence from document to entry to reported total?

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

1. Business or property source
Notes: ______________________________

2. Dates, amounts and categories
Notes: ______________________________

3. Supporting evidence location
Notes: ______________________________

4. Private-use or unclear entries
Notes: ______________________________

5. Software products and transfer method
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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