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Sole Trader Readiness Checklist for MTD for Income Tax

For a sole trader or landlord getting ready for their own MTD start date: work out qualifying income, check exemptions, pick software and set up records before the first quarter. 27 checks on 4 A4 pages.

Edition 2026-10-26 · Sold by UBL HOLDINGS LTD via Payhip · Instant PDF download

For sole traders & landlords

Sole Trader Readiness Checklist

For a sole trader or landlord getting ready for their own start date.

£9One-off · PDF

Page 1 of the Sole Trader Readiness Checklist, showing the start-date check
  • Work out qualifying income and the start date
  • Automatic exemptions, and when to apply
  • Key dates for 2026, 2027 and 2028 starters
  • What to check before paying for software
  • Digital records and quarterly updates
  • The final declaration and penalty rules
  • 4-page A4 PDF
  • Instant download
  • 27 tick-box checks
Buy the sole trader checklist · £9

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Sourced from GOV.UK and HMRCEvery date and threshold checked on 26 October 2026, with sources listed in the PDF.
Free updated editionsIf GOV.UK changes a rule we cover, buyers get the new edition by email.
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Secure card checkoutThrough Payhip, with payments processed by Square. Sold by UBL HOLDINGS LTD (11940647).

Who it is for

Sole traders and landlords with more than £30,000 of qualifying income on their 2025 to 2026 return (start date 6 April 2027), or more than £20,000 on 2026 to 2027 (6 April 2028). Accountants rolling MTD out across many clients should use the £19 practice edition.

Not sure what MTD is yet? Start with What is Making Tax Digital? and how qualifying income is worked out.

Common questions

What format is the Sole Trader Readiness Checklist?

A 4-page A4 PDF with 27 tick-box checks, downloaded straight after payment through Payhip.

Do I need this if my accountant handles MTD?

Probably not. It is for sole traders and landlords preparing themselves, or who want to know what their accountant will ask for.

Is it tax advice?

No. It is general operational information drawn from GOV.UK and HMRC guidance, with sources listed.