Landlord MTD Starter Kit 2027
A spreadsheet starter workbook for landlords who must start Making Tax Digital for Income Tax from 6 April 2027.
£17
Digital download, one-off purchase. Price as at 22 October 2026; the store listing has the current price.
Same kit on both stores. The terms of the store you buy from apply.
This workbook is for landlords whose 2025 to 2026 qualifying income was over £30,000, so Making Tax Digital for Income Tax starts for them on 6 April 2027, and who would rather keep their records in a spreadsheet than learn a new accounting package.
It gives you a ledger that uses HMRC’s UK property categories, a year-to-date quarterly summary that reads from the ledger, and a tracker for gas safety, EICR, EPC, deposit protection and alarm dates. You pair it with low-cost bridging software that sends the figures to HMRC.
Formats: Excel workbook plus PDF and Word files. Works in Excel, Google Sheets, Numbers and LibreOffice. No macros.
Free guide: Making Tax Digital for landlords: the £30,000 test explained
What is included
- MTD quick-start guide for landlordsPlain-English notes on the threshold (gross income, not profit), the 2027 to 2028 update dates, digital links, Section 24 and costs you cannot claim, with a threshold check you fill in.
- Income and expenses ledgerOne row per payment, with a drop-down of UK property categories that follows HMRC’s SA105 pages, plus capital and personal buckets.
- Quarterly update summaryYear-to-date totals per category for each update period, with a copy-and-paste formula so the totals read straight from the ledger.
- Certificate and safety check trackerGas safety, EICR, EPC, deposit protection and alarm dates for up to 10 properties, with a 60-day reminder column.
What it is not
- It does not send anything to HMRC. You need HMRC-recognised bridging software, digitally linked to the sheet, and on its own the workbook does not make you compliant with Making Tax Digital.
- It does not work out your tax.
- It is not tax or legal advice and is not endorsed by HMRC or any other body. For questions about your own figures, use GOV.UK or a qualified accountant.
Sources and checking
Checked against these official sources on 19 October 2026:
- Check if you need to use Making Tax Digital for Income Tax (GOV.UK)
- Work out your qualifying income (GOV.UK)
- Create digital records (GOV.UK)
- Send quarterly updates (GOV.UK)
- Self Assessment: UK property (SA105) and notes (GOV.UK)
Written and designed by Plainfiles with the help of AI tools, then checked against the official legislation and guidance listed in the sources. These kits are independent templates to help you organise your paperwork. They are not legal, tax or financial advice, are not issued or endorsed by any government body, regulator or council, and do not guarantee a licence, rating or any other outcome.