MTD Quarterly Update Pack: HMRC-Categorised Totals for Sole Traders & Landlords

For UK sole traders, landlords and bookkeepers under Making Tax Digital for Income Tax: paste a quarter's bank transactions and get HMRC-category totals ready for your MTD software, flagged disallowable items and missing receipts, and a note for your accountant.

Use cases

• A sole trader electrician turning a quarter of bank lines into HMRC-category totals before the 7 November deadline.
• A bookkeeper preparing cumulative quarterly updates for a portfolio of landlords and spotting residential finance costs that must be reported separately.
• A first-year MTD client checking which costs are disallowable or capital before keying figures into their software.