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MTD readiness checklist
Eleven things to have in place before your first quarterly update. Print it, or save it as a PDF.
- ☐ I know my qualifying income for 2025/26 (gross, my share of any joint property)
- ☐ I know my MTD start date
- ☐ I'm registered for Self Assessment and can sign in to HMRC online
- ☐ Business or letting money goes through a separate bank account
- ☐ I've chosen how I'll keep records: software, or a spreadsheet plus bridging software
- ☐ My categories match HMRC's Self Assessment categories
- ☐ Mortgage interest is recorded separately (landlords)
- ☐ Ownership shares are confirmed, with Form 17 if needed (landlords)
- ☐ I keep a mileage log, if I claim mileage
- ☐ The four update deadlines and 31 January are in my calendar
- ☐ I set money aside for tax each time I'm paid
From the Plain-English Guide to MTD by Sole & Sheet · soleandsheet.co.uk
Want the full picture? The Plain-English Guide explains every item on this list, for £4.99.