Plain-English UK tax help for MTD, sole traders, landlords, and record keeping
Free downloads
Use this page to find the Tax site’s downloadable resources and move into the right saveable support for sole trader record-keeping, landlord preparation, or spreadsheet-based organisation.
Available downloads
These landing pages are designed to help users find the right downloadable support quickly instead of relying on the footer alone.
A saveable checklist PDF covering income records, expenses, categories, and supporting notes, designed to help both sole traders and landlords build stronger record-keeping habits for Making Tax Digital.
Best for: Sole traders and landlords who want a simple PDF to keep nearby while building a cleaner record-keeping routine.
A landlord-focused PDF covering property records, landlord MTD basics, jointly let property, expenses, software fit, and practical next steps.
Best for: Landlords who want a saveable overview before tightening records, comparing software, or working through the landlord section.
A downloadable Excel workbook designed to help sole traders and landlords keep clearer income, expense, mileage, and quarterly records in one practical working file.
Best for: Sole traders and landlords who want a more active working file instead of relying on a PDF alone.
These pages route into downloadable resources that work best as practical support alongside the interactive tools, guides, and browser-based checklist pages.
The record-keeping checklist supports both sole traders and landlords, the landlord guide is designed for property-focused questions, and the workbook suits users who want a working file they can keep updating.
The strongest route is usually download first for saveable support, then back into guides, tools, landlord help, or software pages depending on the next question.
After choosing a download, the next helpful routes are usually Start Here, Resources, or Landlord help depending on the user’s question.
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