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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.”
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.
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.
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.
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.
