What it is, in simple words: the tax office now wants landlords’ numbers every 3 months. This sheet gets them ready.

3 steps:

1. Type in each rent and bill.
2. Pick the quarter.
3. Put the totals in your MTD software and send.

Important: This is a prep sheet. It doesn’t file with HMRC, it isn’t HMRC-recognised software and it isn’t tax advice. Use it with MTD-compatible software. HMRC’s software finder lists it.

What’s in it: Setup (tax year, standard or calendar periods, your 4 deadlines with status, properties and ownership share), Records, Quarterly Update (year to date and this quarter, plus the 3 lines for simpler categorisation), By Property, Categories (HMRC’s 13 UK property categories with plain-English examples). 2026 to 2027 deadlines: 7 Aug, 7 Nov, 7 Feb, 7 May. Blank file, filled example and a PDF guide.

For UK landlords with over £50,000 a year of rent (plus any self-employed income) who must use Making Tax Digital from 6 April 2026. Works in Excel 2016 or newer, Excel on the web and Google Sheets. Covers UK property for the 2026 to 2027 tax year; foreign property and self-employment aren’t covered. Example data is made up. Not affiliated with HMRC. Built with AI assistance, checked by hand. Download access for 365 days; the files are yours to keep.