What's in the bundle
Licence Personal use; no resale or sharing
Licence: personal use only. You may use and edit your file for your own personal records or your own business (including sharing your filled-in copy with your own accountant or bookkeeper). You may not resell, share, give away, redistribute or upload it, blank or edited. Each copy is stamped with its buyer's name and order number. Full licence terms.
Important: please read Not advice; not HMRC-recognised MTD software
The Money Sheets products are spreadsheet templates to help you organise your own records. They are not tax, legal, accounting or financial advice, and they are not a substitute for a qualified adviser. Figures such as tax estimates, mileage rates and allowances are based on our understanding of the rules for the tax year shown and may not suit your circumstances. Check them, and get professional advice if you're unsure.
Not HMRC-recognised MTD software. Our workbooks are not HMRC-recognised Making Tax Digital software and can't send anything to HMRC on their own. To meet Making Tax Digital for Income Tax you'll also need HMRC-compatible software. If you keep records in a spreadsheet, that means bridging software that is digitally linked to your spreadsheet. Copying, retyping or copy-pasting figures into other software doesn't meet HMRC's digital-link rules. Find compatible software on GOV.UK.
Debt planner: this is a budgeting tool, not debt advice. For free, impartial debt advice, see MoneyHelper.
We are not affiliated with, approved or endorsed by HMRC, Microsoft or Google. Microsoft Excel is a trade mark of Microsoft Corporation. Google Sheets is a trade mark of Google LLC.




