TaxSimba — Is a Receipt Photo Enough for MTD? What Your Records Need
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
Open one receipt image and locate the resulting entry. Check that OCR has not read the date or amount incorrectly, and that a matching bank import did not create a duplicate. Keep the image as evidence linked to the agreed entry.

DECISION TO RESOLVE
Is there exactly one supported transaction for this receipt?

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

1. Check each image is complete and readable.
Notes: ______________________________

2. Verify extracted amount and date.
Notes: ______________________________

3. Confirm category and business purpose.
Notes: ______________________________

4. Match receipt entries to bank transactions.
Notes: ______________________________

5. Resolve duplicates and missing information before updates.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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