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Managing Spreadsheet Clients for MTD

5 min2026-05-20

Quick Answer

For clients who refuse to move off spreadsheets, accountants can use bridging software like Abridge to ensure MTD compliance without forcing clients to learn new accounting systems.

As an accountant, you probably have a group of clients who absolutely refuse to use cloud accounting software. They love their spreadsheets, they understand them, and they don't want to pay for a monthly subscription they barely use.

With Making Tax Digital (MTD) for Income Tax arriving, you might feel pressured to force these clients onto complex cloud software.

You don't have to.

Spreadsheets are still allowed

HMRC officially recognizes spreadsheets as valid digital records for MTD. The only requirement is that the data must be transferred to HMRC without manual re-typing.

This is where bridging software comes in.

The bridging software solution

Bridging software acts as a digital link between your client's spreadsheet and HMRC's systems.

Instead of training your clients on a complex new platform, you can let them keep working exactly as they do now. When it's time for a quarterly update, you just upload their spreadsheet into the bridging software.

You must ensure there is a unbroken "digital link" from the source records (the spreadsheet) to HMRC. Copying and pasting data is not allowed under MTD rules.

A simple workflow for your practice

Managing dozens of spreadsheet clients can be messy. That's why we built the Abridge Accountant Dashboard.

You can view all your clients in one place, see whose quarterly updates are due, and submit their spreadsheet data in just a few clicks. It's the easiest way to keep your practice compliant without losing the clients who prefer to keep things simple.

Ready to comply with MTD?

Abridge makes it easy to submit your spreadsheet to HMRC.

Try Abridge

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Ready to comply with MTD?

Abridge makes it easy to submit your spreadsheet to HMRC.

Try Abridge