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The Making Tax Digital Planner 2026/27
If you’re a sole trader turning over around £30k+, chances are you’re hearing more about Making Tax Digital - and feeling that familiar mix of “I know I should be more organised” and “I don’t want another system that makes me feel behind.”
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That struggle is exactly why I created this planner.
Not as a compliance tool.
Not to replace software.
But as a calm, paper-based way to build good habits alongside the digital tools you already use.
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It’s designed to help you:
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check in with your business regularly
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keep on top of records without overwhelm
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build confidence with your numbers
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create a steady rhythm, not last-minute panic
Especially if you think better with a pen in your hand and like the reassurance of physically ticking things off.
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It’s for anyone who wants to prepare early for MTD (or ease into it) in a low-pressure, realistic way - even on busy weeks.
Because getting organised doesn’t have to be all-or-nothing.
And progress doesn’t have to be perfect to be meaningful.
Check out the Monthly Bookkeeping Checklist from the planner - completely free -
no details needed to download
Sole Trader Planner 26/27
Built for UK Self-Employed Business Rhythm
Not doing MTD?
You don't need as many deadlines for the year, but you can still build rhythm and good financial habits with this paper planner.
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Inside, you’ll find space to:
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map out your business year
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track monthly income and expenses
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check in weekly with your priorities
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build consistency into your record-keeping habits
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reduce the dread of “tax admin day” by spreading awareness throughout the year
This isn’t about perfection — it’s about measurably better organisation and a calmer mindset.
