TaxSimba — MTD for Income Tax vs MTD for VAT: What’s the Difference?
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 VAT period ends in June while your personal tax year ends in April. List the two services, software permissions, returns and payment dates separately. A VAT submission receipt should not be filed as evidence that an Income Tax update is complete.

DECISION TO RESOLVE
Which receipt belongs to which tax and reporting obligation?

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

1. List VAT and personal Income Tax obligations.
Notes: ______________________________

2. Check the software's support for each service.
Notes: ______________________________

3. Record separate authorisations and access responsibilities.
Notes: ______________________________

4. Diary both reporting calendars.
Notes: ______________________________

5. Retain separate submission acknowledgements.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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