Free PDF

Free MTD record-keeping checklist PDF

A downloadable checklist covering the practical record-keeping habits that help sole traders and self-employed users stay organised through the year.

What the PDF covers

The checklist covers income records, expense records, categories, supporting notes, and the review habits that make digital records easier to manage.

This free PDF is most useful for sole traders and self-employed users who want a simple saveable checklist to keep nearby.

Use the PDF as a printable or saveable support resource, then return to the site for the interactive helper, software guidance, and wider MTD pages.

This PDF is designed for users who want a printable or saveable checklist that stays close to the day-to-day record-keeping routine.

It gives a practical overview of the main habits that make quarterly updates and year-end preparation easier to manage.

The checklist helps users keep cleaner records of amounts, dates, categories, and supporting notes so the process stays usable through the year.

A simple monthly or fortnightly routine is usually easier than a large catch-up before a deadline, and the checklist is structured around that idea.

This PDF works alongside the browser-based checklist page and the interactive record-keeping helper, rather than replacing them.

After the PDF, the most useful next pages are the checklist page, the interactive helper, Start Here, and the software hub.

An interactive version of the record-keeping support for users who want a more active format.

A browser-friendly version of the checklist for users who want to read through the sections on the site.

A broader route into the site for users who want guides, tools, resources, landlord help, and software support in one place.

Keep the PDF nearby as a saveable record-keeping support resource.