TaxSimba — MTD Quarterly Updates — What Do I Actually Need to Send?
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 software shows £900 of repairs, but the folder contains a £300 invoice entered twice. Reconcile the entries to evidence before approving the cumulative category totals. A complete folder of images cannot show whether a single invoice has been counted twice.

DECISION TO RESOLVE
Can you trace the total back to distinct transactions for the correct business and period?

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

1. Business and accounting-period setting
Notes: ______________________________

2. Income and expense categories reconciled
Notes: ______________________________

3. Cumulative period covered
Notes: ______________________________

4. Outstanding records or queries
Notes: ______________________________

5. Submission outcome and next deadline
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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