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MTD spreadsheet and software review

She didn't want to abandon a spreadsheet she understood.

Sana Mirza · Client story

01

The problem

Sana had a spreadsheet she used consistently. She worried that MTD meant replacing it immediately with an unfamiliar system.

02

How TaxSimba helped

TaxSimba reviewed how she kept records and explained the compatible software and connections needed for a suitable workflow. No setup was assumed to be compliant without checking it.

03

The outcome

Sana agreed a process she could use and understood how her records would support the required updates.

Organised tax records on a desk

Support in this story

MTD spreadsheet and software review

Choose the support you need. Compare the packages before getting started.

Making Tax Digital (MTD) Packages →Self Assessment packages →

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TaxSimba reviewed her existing process and explained the digital record-keeping needed for her circumstances. They agreed a suitable workflow within the service.

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He was always one busy month away from a backlog.

Marcus Johnson · Client story

TaxSimba agreed a regular schedule for the information required under his MTD service. Unclear items and missing documents were raised in smaller batches.

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Get started with TaxSimba

Choose the support you need. We'll guide you through the next steps.

Self Assessment packages →Making Tax Digital (MTD) Packages →