Making Tax Digital for Sole Traders & Landlords with Excel
- 8 Sections
- 30 Lessons
- 4h Duration
Downloadable Assets
Before You begin
- Welcome
- Important Information & Disclaimer
- Making Tax Digital Fundamentals - Downloadable PDF
- Understanding Your Bookkeeping Options- Downloadable PDF
- Allowable Business Expenses - Downloadable PDF
- Allowable Expenses by Trade/Profession- Downloadable PDF
- Rental Property Income & Expenses Guide- Downloadable PDF
Module 1 - Getting Started
Module 2 - Setting Up TaxCalc
Module 3- Sole Trader Spreadsheet
Module 4 - Landlord Spreadsheet
Module 5 - Submitting Your Quarterly Updates
Course Support & Troubleshooting Guide
Learn how to manage your Making Tax Digital (MTD) Income Tax obligations yourself using Excel and bridging software.
This step-by-step course is designed for sole traders and landlords who want to understand and manage their MTD submissions without relying on an accountant to do them for them.
You'll be guided through the process from start to finish, including setting up your records in Excel, recording your income and expenses, preparing your figures and submitting your quarterly updates to HMRC using bridging software.
The course includes practical screen recordings, step-by-step guidance and Excel templates that you can use for your own MTD records.
You'll learn how to:
- Understand what MTD for Income Tax requires
- Set up and use the Excel spreadsheet
- Record sales, income and expenses
- Prepare your quarterly MTD figures
- Use bridging software to submit your figures to HMRC
- Navigate the MTD submission process
- Understand what you need to do throughout the year
Designed for: Sole traders and landlords who want a practical, straightforward way to manage their MTD obligations themselves.
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