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M.MTDManagerMADE FOR ACCOUNTANTSSign in

BUILT BY AN ACCOUNTANT, FOR ACCOUNTANTS

Less sorting.
More ready.

Turn a quarter of transactions into organised figures for your tax software.

A preparation workspace for sole traders and landlords. Turn mixed business and personal bank records into reviewed figures, then export to the bridging software you already use.

Try it free for 60 days Try the interactive demo
Up to 10 clients No card required No sales call
Quarterly workspaceINTERACTIVE EXAMPLE

Example sole trader

A quarter, under control.

Q1
Business income£2,200.00
Business expenses£480.00
Needs review2 items
Customer paymentSales / turnover
Reviewed£2,200.00
Materials supplierCost of goods
Reviewed−£480.00
Weekly groceriesPersonal purchase
To review−£76.40
Coffee & lunchPersonal purchase
To review−£14.80
Two personal items. One action.Try a small example of bulk review.
You choose what counts as businessFictional data

Prepare in MTD Manager.
Keep the bridging software you prefer.
Additional export formats will be added on request.

EXPORT FORMATS AVAILABLE NOWTaxCalc123 SheetsUsing another provider? We’ll add your format.

FROM RECORDS TO REVIEWED FIGURES

A clear route through
every quarter.

Keep the software you use for filing.
Make the preparation before it simpler.

  1. 01

    Bring in the records

    Add a client and their income source. Import a bank CSV or add digital records directly to the workspace.

  2. 02

    Review with less repetition

    Sort and filter transactions. Categorise selected items together, exclude personal spending and save supplier rules.

  3. 03

    Get the quarter in order

    Check the income, expenses and cumulative figures. Resolve outstanding items, then mark the figures reviewed.

  4. 04

    Export for your tax software

    Download a workbook for your chosen software. Need another format? We’ll add it on request. Import, check and submit through your filing software.

THE FINAL STEP STAYS WITH YOU MTD Manager prepares the records and exports. Your compatible tax software handles the submission to HMRC.

BUILT FOR THE PREPARATION WORK

Small decisions.
Less repetition.
A clearer quarter.

When a bank account mixes business and everyday spending, reviewing every line can become the job. Group the routine decisions and give the exceptions your attention.

Try the bulk-review example
You make the decisions.
The workspace keeps them organised.

Review more in one go

Apply a category to selected transactions. Remember a supplier decision and sort by date, description or signed amount.

Trade and property, covered

Prepare sole trader, UK property and overseas property records. Keep each income source separate within your practice.

Mileage without the sums

Record business miles for the quarter. The allowance calculation takes the tax year and miles already recorded into account.

A summary worth sharing

Download a client PDF that sets out the preparation figures, alongside the workbook for your tax software.

A workspace for your team

Invite colleagues to your firm’s portfolio. Each person uses their own login to work on the same client records.

A check before the export

Outstanding review items are flagged. Filing workbooks are available once the current figures have been marked reviewed.

START FREE. FIND YOUR FIT.

A plan for your practice.

Give it a real quarter’s preparation work.
Start with 60 days free, then choose the size that suits your portfolio.

Free Trial

START HERE

Time to try your own workflow.

£0for 60 days

Up to 10 clients

  • Sole trader and property preparation
  • Bulk review and supplier rules
  • Workbook exports and client PDFs
  • No card. No automatic charges.
Start your free trial

Starter

For a smaller MTD portfolio.

£29/ month

Up to 25 clients

  • All preparation features
  • Sole traders, UK & overseas landlords
  • Bridging software workbook exports
  • Shared workspace with 3 team logins
Start with the free trial

Practice

ROOM TO GROW

For a growing client portfolio.

£59/ month

Up to 100 clients

  • All preparation features
  • Sole traders, UK & overseas landlords
  • Bridging software workbook exports
  • Shared workspace with 3 team logins
Start with the free trial

The free trial ends after 60 days. A paid plan is a separate choice — you will never be charged automatically. Online payments are not enabled yet. Your tax or bridging software subscription is separate.

A FEW USEFUL ANSWERS

Before you
get started.

Where MTD Manager fits
into your practice.

60 DAYS. UP TO 10 CLIENTS. £0.

Try it with your
next quarter’s work.

See how much simpler preparation can feel with the records you already have. Import a CSV, review the transactions and prepare your first export.

Start your free trial No card required · No automatic chargesExplore the example first