MTD Landlord Record Keeper (spreadsheet)
Keep your UK property income and expenses in a spreadsheet and get the cumulative figures for each Making Tax Digital quarterly update, worked out for your share of every property.
Important: this is a record-keeping aid, not MTD-compatible software. It cannot send anything to HMRC on its own. To use a spreadsheet for MTD you also need HMRC-recognised bridging software that reads your figures from it. Some bridging software is free, for example My Tax Digital (vendor says free). Check HMRC’s software finder for your income sources. We haven’t tested the workbook with any particular bridging product. Some bridging tools only import their own template layout, so before you buy, check that yours can read figures from cells in your own spreadsheet.
Buy the MTD Landlord Record Keeper (£12)
Price: £12, one-off, including updates for 2026-27 and 2027-28.
Instant download via Payhip: you pay on Payhip’s secure checkout (card payments processed by Stripe), and Payhip sends your download link straight after payment. You get a zip with the .xlsx workbook, a sample-data copy and a 4-page PDF guide.
Screenshot of the Summary tab with sample data (fictional properties).
What it does
- Cumulative quarterly figures: each update column runs from the start of the tax year, as MTD updates now do. Standard (6 April) or calendar (1 April) periods, with deadlines filled in.
- Joint ownership done for you: set your share once per property (e.g. 50%), enter full amounts, and the workbook records your share. You can override the share on any single row.
- The categories on HMRC’s UK property pages (SA105), as drop-downs, with residential finance costs (e.g. mortgage interest) kept separate because they are not deducted from profit.
- A simpler-categorisation view for turnover under £90,000, with a warning as you approach the limit.
- Private and capital parts: enter the full amount and the part that isn’t allowable (e.g. the capital in a mortgage payment).
- Built-in checks: missing details, unknown properties, dates outside the tax year and likely wrong finance-cost categories are flagged before you send an update.
- Profit by property for your own information. MTD updates are for your whole UK property business.
- Up to 30 properties and 2,000 income and 2,000 expense rows a year. No macros.
Who it’s for (and who it isn’t)
Individual landlords with UK property income who prefer spreadsheets, including joint owners. It is not for foreign property, self-employment income or companies. If you want everything in one app with bank feeds, an all-in-one product may suit you better: see our software comparison.
How it was tested
Every formula is recalculated in LibreOffice and checked against an independent calculation: 140 automated checks covering period boundaries, both period types, joint shares, overrides, private/capital portions and the warning flags. It uses only functions supported by Excel and Google Sheets. We haven’t yet tested it by hand in Microsoft Excel or Google Sheets, so if anything misbehaves, tell us and we’ll fix it.
Free alternatives, in fairness
Some MTD software providers offer free landlord spreadsheet templates designed for their own paid submission service. You can also build your own spreadsheet: HMRC allows any spreadsheet, as long as it is digitally linked to bridging software. This record keeper is for landlords who want the joint-share, finance-cost and cumulative-quarter work done and checked for them.
Small print
General information, not tax advice. Not affiliated with HMRC. Rules and deadlines are from GOV.UK, checked 19 October 2026. Sold by QuarterlyLandlord through Payhip’s checkout. Cancellation and refund rights are explained in our terms. Questions before or after buying: quarterlylandlord@gmail.com. Licence: for the purchaser’s own records.