Quarterly prep checklist
Stick it on the fridge. Deadlines: 7 Aug · 7 Nov · 7 Feb · 7 May.
1. Two weeks before the deadline
- Download the quarter's bank statement (CSV) from your bank
- Import it into your MTD software and confirm the suggested categories
- Add any cash income or expenses that never touched the bank
- Photograph and attach receipts for anything unusual or large
2. One week before
- Check mortgage interest sits under "finance costs" — not repairs or other
- Jointly-owned property: confirm only your share is being reported
- Compare the quarter's totals against your own expectations — investigate surprises
- Chase any missing invoices from letting agents or contractors
3. Deadline week
- Review the final quarterly figures, category by category
- Submit the update before the 7th
- Save/print the confirmation for your records
- Glance at your year-to-date tax estimate — no January surprises
Or skip the checklist entirely: MTDFox does steps 1–2 automatically and keeps every quarter file-ready all year.
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