Keep Your Spreadsheet. Get MTD-Ready in 15 Minutes.
No new software to learn. Keep your spreadsheet. We prepare your data for any MTD bridging tool — so sole traders and landlords can meet Making Tax Digital for Income Tax requirements without changing how they work.
Upload your Excel, CSV or bank file. Get a clean MTD-ready summary in 15 minutes — processed entirely in your browser.
Making Tax Digital for Income Tax — are you ready?
Sole traders and landlords must keep digital records and submit quarterly updates to HMRC.
The gap nobody talks about
Everyone says "use a bridging tool". Nobody explains what happens to your Excel spreadsheet first.
Your bookkeeping lives in Excel
Thousands of UK sole traders track income and expenses in a spreadsheet. It works — until MTD requires something different.
MTD requires quarterly digital submissions
From April 2026, you must submit quarterly summaries to HMRC. A bridging tool does the submission. But first, the data must be right.
Bridging tools assume clean data
Most bridging tools expect structured, categorised transactions — not a raw spreadsheet with merged cells, blank rows, and ambiguous entries.
TaxPrepUK sits between your spreadsheet and your bridging tool.
We clean, classify, and validate — so your quarterly submission is error-free.
Three steps. Fifteen minutes.
Compare that to the 4–6 hours it currently takes manually.
Upload
Drop your bank export file
Drag and drop any .xlsx, .xls, .csv, .ofx, or .qif file. TaxPrepUK detects your date, description, and amount columns automatically.
Classify
AI + MCC merchant data
No competitor does this: our AI cross-references MCC merchant category codes with transaction keywords to auto-classify into HMRC expense categories — 85%+ accuracy before you touch a thing. Review, confirm, or override with one click.
Validate & Export
Health Check PDF included
Before you export, our Health Check Report flags missing dates, duplicate transactions, and quarter gaps — catching errors before your bridging tool does. Download a clean Excel, CSV, or bridging-tool-ready file.
Trusted by UK sole traders and landlords
Saved me 4 hours of spreadsheet wrangling every quarter. Just upload, confirm, export.
James T.
Sole Trader, London
Finally something that works with my existing Excel setup. No need to learn new software.
Sarah M.
Landlord, Manchester
I process 15 client spreadsheets a quarter now. Used to take a full day, now it’s under 2 hours.
David R.
Bookkeeper, Bristol
Early user feedback. Names anonymised.
Everything between your messy spreadsheet and a perfect MTD submission
Other tools assume your data is clean. We make it clean.
85% of your transactions classified before you touch anything
Our classifier combines 200+ UK keyword patterns with MCC merchant category data to auto-assign HMRC expense categories. You just review, confirm, and override the few it misses.
Drop any file your bank gives you
Excel, CSV, OFX, and QIF — 5 formats, auto-detected columns, zero setup. If your bank exports it, we read it.
Audit-ready proof your data is clean
Branded 4-page PDF with financials, category breakdown, all health check results, and disclaimer. One click, client-ready.
One click to 123Sheets or AbraTax
Export pre-filled with HMRC categories matching your bridging tool's template. Paste values straight in — no manual mapping.
Your data never leaves your device
Everything runs in your browser — classification, validation, export. We never see your spreadsheet, your tax numbers, or your transactions.
7 checks catch errors before HMRC does
Duplicate transactions, date gaps, out-of-quarter rows, anomalous amounts, missing income, round-number estimates, and capital allowance flags — all checked automatically before you export.
15 min
Average time from upload to export
85%+
AI classification accuracy
7 checks
Automated validations before export
Simple, transparent pricing
Start free. Upgrade when you need more.
Free
One free export per month. Enough to see exactly what TaxPrepUK does with your data.
- ✓1 export per month
- ✓Self-employment or property income
- ✓CSV export (row-level)
- ✓7 automated health checks
- ✓Health Check PDF report
- ✓AI classification + OFX/QIF support
- ✓1 session in history
- ✓Community support
- ✕Excel export
- ✕123Sheets/AbraTax export
All plans include a 14-day money-back guarantee. Cancel anytime.
Frequently asked questions
Everything you need to know before getting started.