TaxSimba — MTD Software or an Accountant-Managed Service: Which Do You Need?
Preparation worksheet

This is an optional offline planning aid, not a tax return or a filing confirmation.
Keep completed notes securely. Do not add passwords or one-time security codes.

PRACTICAL TASK
Test the service with one real month Before choosing, describe a typical month: cash sales, card settlements, expenses, missing receipts and any property income. Ask who handles each item and what you must approve. A demo showing a connected bank account does not explain who reconciles the books or resolves a doubtful expense. Ask TaxSimba for the responsibilities confirmed in your engagement. In particular, check whether bookkeeping is done for you or whether you supply records ready for review. Keep the answer beside the price so the package matches the amount of work you can realistically do.

Outcome to confirm: ____________________
Evidence or reference: ____________________
Person responsible and next check date: ____________________

1. Income sources and complexity
Notes: ______________________________

2. Tasks I will do myself
Notes: ______________________________

3. Tasks the provider agrees to undertake
Notes: ______________________________

4. Software capabilities and permissions
Notes: ______________________________

5. Fees, exclusions and query arrangements
Notes: ______________________________

Actions agreed with accountant:
____________________________________

Guide: https://taxsimba.co.uk/blogs/mtd-software-vs-accountant-service

Check the current guide and official sources before relying on a deadline or process.