MTD ITSA + Self Assessment Complete Pack — Sole Trader

Most people's real problem with Making Tax Digital isn't the spreadsheet — it's not knowing what to do or which file to use. This pack solves both: a properly-built quarterly tracker, plus a plain-English walkthrough guide that takes you through the whole year step by step.

The pack includes:

• An Excel tracker (8 tabs) with auto-filled quarter dates, Income and Expense Logs mapped to SA103S boxes, a cumulative Quarterly Update with a live deadline countdown, and a Year-End Summary laid out box by box
• A printable Walkthrough guide (A4 and US Letter) with a START HERE page that ends the 'which file do I use?' confusion
• Step-by-step guidance on what happens each quarter and at year-end, including how you actually submit via bridging software
• Coverage of penalties, the first-year soft landing, and a glossary — every fact sourced from HMRC's own pages

The tracker's maths is proven with a 40-transaction worked example, hand-calculated then independently re-checked cell by cell. 75 of 75 QA checks pass, shown on the file's QA & Version tab, and the guide is separately fact-checked against gov.uk.

This is a record-keeping tool and guide, not tax advice and not HMRC-recognised filing software — you still submit through separate MTD-compatible bridging software. The standalone tracker is also sold on its own; this pack adds the guide that removes the guesswork.