UK sole traders and landlords

Prepare your MTD quarterly summary from a spreadsheet

Upload an Excel or CSV spreadsheet, map your columns, review income and expenses, and download a simple quarterly summary.

This export-only MVP does not submit to HMRC. It is not tax advice and does not replace compatible Making Tax Digital software or accountant guidance.

  • Your file is processed in your browser and is not uploaded or stored
  • No login, bank connection, or HMRC connection required
  • Designed for quick validation before building HMRC submission

What this tool does

It prepares a simple quarterly income and expense summary from your Excel or CSV spreadsheet. The tool is designed for UK sole traders and landlords who want to review spreadsheet data before using compatible Making Tax Digital software.

This is an export-only summary. It does not submit to HMRC, authorise with HMRC, produce a statutory return, or replace accountant guidance.

How it works

  1. Upload an Excel or CSV spreadsheet with transaction dates and amounts.
  2. Map the date, amount, description, and income or expense columns.
  3. Review the selected quarter and download a JSON summary for checking.

FAQ

Does this submit my MTD update to HMRC?

No. This version prepares a review summary only. It is not an HMRC submission service.

Does this store my spreadsheet?

No. The file is processed in your browser and is not uploaded or stored.

Can I upload Excel files?

Yes. The tool accepts modern .xlsx files and CSV files. Legacy .xls files should be saved as .xlsx or CSV first.