Get your figures in

Free Making Tax Digital spreadsheet template

SimpleTaxFlow gives you a free spreadsheet template for Making Tax Digital: download it from your quarterly update, fill in your totals, save it as CSV and upload it.

No card required until you are ready to submit to HMRC.

Who it is for

Anyone who wants to keep records in a spreadsheet but does not have one set up yet.

What it does

  • A template for self-employment and one for UK property.
  • Simple layout with one expenses total, or Detailed layout with HMRC expense categories.
  • Downloaded from your quarterly update, so it matches the business and tax year you are sending.

Not supported yet

  • The template holds totals for the tax year so far, not every transaction.

How it works

  1. Download the template

    Open your quarterly update and choose Download the template.

  2. Fill in your totals

    Put each line name in column A and the amount in pounds in column B.

  3. Save as CSV and upload

    Save the file as CSV and upload it to the same quarterly update.

Example: Priya, a landlord with one flat (fictional)
Rent income
£3,600
Total expenses
£640
Residential finance costs
£900

Priya fills in three lines of the UK property template for her first quarter.

Questions about spreadsheet template

Quarterly updates and your tax return. All included.

£29.99 + VAT a year. No card required until you are ready to submit to HMRC. Renews each year. Cancel renewal any time.

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