Free MTD Spreadsheet Template for Excel & Google Sheets

Quick Answer

You can use our free, HMRC-compliant MTD spreadsheet template to track your income and expenses, and seamlessly link it to HMRC when it's time to submit.

Preparing for Making Tax Digital (MTD) doesn't mean you have to buy expensive software. If you want to do the bare minimum to comply while keeping your costs at zero, a well-structured spreadsheet is all you need.

To help you get started, we've created a free, HMRC-compliant spreadsheet template.

What Makes a Spreadsheet "MTD Compliant"?

HMRC has specific rules about digital record-keeping. Your spreadsheet must track:

The date of each transaction.
The amount of the transaction.
The category of the income or expense (e.g., travel, office supplies, sales).

Our free template is pre-formatted with all the correct categories required by HMRC, ensuring you don't miss anything important.

Remember: While keeping records in a spreadsheet is compliant, you cannot manually type your final numbers into an HMRC portal. You must use bridging software to submit the data.

How to Use the Template

Using our template is straightforward:

Download the template: It works in both Microsoft Excel and Google Sheets.
Log your transactions: Enter your income and expenses as they happen. The template will automatically calculate your quarterly totals.
Submit with Abridge: When the quarter ends, simply upload your spreadsheet to Abridge. Our bridging software will read your totals and securely submit them to HMRC.

Why Use Our Template?

Many small accounting firms offer basic templates, but they often lack the correct HMRC categories or are difficult to use. Our template is designed specifically to work seamlessly with MTD bridging software.

You get to keep your workflow simple, avoid monthly software subscriptions, and stay perfectly compliant with the law.

Ready to comply with MTD?

Abridge makes it easy to submit your spreadsheet to HMRC.

Try Abridge