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Free MTD Spreadsheet Template for Excel & Google Sheets

4 min2026-06-06

Quick Answer

You can use our free, HMRC-compliant MTD spreadsheet template to track your income and expenses, then submit to HMRC with Abridge bridging software when each quarter ends.

Preparing for Making Tax Digital (MTD) does not mean you have to buy expensive software. A well-structured spreadsheet is valid digital record-keeping — you only need bridging software when it is time to submit to HMRC.

Get the template

Download the MTD spreadsheet template — works in Excel and Google Sheets. Create a free account to copy the template and connect to Abridge when you are ready to file.

The template includes:

  • Pre-labelled HMRC income and expense categories
  • Quarterly total rows for MTD submission
  • A layout designed to map cleanly to Abridge cell mapping

What makes a spreadsheet MTD compliant?

HMRC requires digital records that capture:

  • The date of each transaction
  • The amount
  • The category (e.g. travel, rent, sales)

You cannot type final figures manually into an HMRC web form — bridging software transmits them digitally.

How to use the template

  1. Copy the template into Excel or Google Sheets via your Abridge account.
  2. Log transactions as they happen — the sheet calculates quarterly totals.
  3. Map cells in Abridge once, then submit each quarterly update to HMRC.
  4. File your Final Declaration at year-end through the same bridge.

Submit with Abridge

When the quarter ends, open Abridge (web, Excel add-in, or Google Sheets add-on), review your mapped totals, and submit to HMRC. No accounting software migration required.

Ready to comply with MTD?

Abridge makes it easy to submit your spreadsheet to HMRC.

Try Abridge

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Ready to comply with MTD?

Abridge makes it easy to submit your spreadsheet to HMRC.

Try Abridge