Making Tax Digital Planner UK | MTD 2026/27 Tax Organiser PDF

Making Tax Digital doesn't have to feel overwhelming.

The BlueHazeStudio Making Tax Digital — The No-Panic Planner is a practical 20-page UK digital planner designed to help sole traders and landlords understand what's coming, stay organised and prepare for MTD with confidence.

Updated for 2026/27 and the April 2027 threshold change, it brings your important dates, preparation checklists, quarterly update tracking, income and expenses, landlord records and year-end organisation together in one calm, easy-to-use planner.

WHAT YOU'LL RECEIVE

✓ 20-page Making Tax Digital planner

✓ A4 Printable PDF

✓ A4 Fillable PDF with interactive fields

✓ Customer Read Me & Instructions

✓ Key MTD dates and thresholds

✓ Quarterly Update Tracker

✓ Income & Expenses Tracker

✓ Bank Account Reconciliation

✓ Mileage & Allowable Expenses organiser

✓ Landlord Income Tracker

✓ Self Assessment preparation

✓ Penalties & exemptions guidance

✓ Annual Review Checklist

✓ Useful HMRC/GOV.UK resource prompts

DESIGNED FOR UK SOLE TRADERS & LANDLORDS

Use the printable version if you prefer pen and paper, or use the fillable version on screen with a PDF reader that supports interactive forms.

IMPORTANT

This is an instant digital product. No physical item will be posted.

This planner is an organisational aid and does not replace the digital records or compatible software required by HMRC for Making Tax Digital.

BlueHazeStudio is not affiliated with or endorsed by HMRC. This planner provides general organisational information and is not tax, accounting, legal or financial advice. Tax rules can change, so always check current official GOV.UK/HMRC guidance.

Plan • Organise • Stay Prepared

Plan today for a brighter tomorrow.

BlueHazeStudio — Digital guides made beautifully simple.

This planner was created with AI assistance under BlueHazeStudio’s creative direction.