PayToolkitMTD › Spreadsheet vs Accounting Software for MTD

Spreadsheet vs Accounting Software for MTD

Both are valid for Making Tax Digital — here's how to decide which fits your business, with real pros, cons and rough costs.

Short answer: both are valid for MTD — a spreadsheet works as long as it's paired with HMRC-recognised bridging software to submit the figures, while dedicated accounting software handles record-keeping and submission in one place. The right choice depends on how complex your finances are and how much time you want to spend on admin.

Spreadsheet + bridging software

ProsCons
Familiar if you already use Excel or Google SheetsYou build and maintain the structure yourself — more room for error
Free or low-cost (bridging tools often have a modest annual fee)No automatic bank feeds — you enter transactions manually
Full control over layout and categorisationBridging software is a separate purchase/subscription on top of the spreadsheet
Works well for simple, low-transaction-volume businessesHarder to scale if your business grows or gets more complex

Dedicated accounting software

ProsCons
Bank feeds auto-import transactions, cutting manual entryMonthly subscription cost, typically £10–£30/month
Built-in MTD submission — no separate bridging tool neededLearning curve if you're not used to accounting software
Scales well as transaction volume growsCan feel like overkill for very simple, low-income businesses
Often includes invoicing, expense scanning, and reportingSwitching providers later can mean re-entering historical data

A reasonable rule of thumb

If you have fewer than roughly 10–15 transactions a month and are comfortable with spreadsheets, a spreadsheet plus a low-cost bridging tool is often the cheapest, simplest route. If you're above that volume, have multiple income streams, or just want less manual admin, dedicated software tends to pay for itself in time saved. See real current options on our Best Accounting Software UK comparison.

Either way, start now

Whichever route you choose, the habit that matters most is recording income and expenses as they happen rather than reconstructing them later. Our free Expense Tracker is a good way to build that habit today, even before MTD applies to you, and gives you a clean digital record to migrate into whatever software you eventually choose.

Best Accounting Software UKCompare real current options Expense TrackerFree digital record-keeping, start today MTD for Sole TradersFull rundown of what's required MTD Income Threshold CheckerCheck when you'll need to decide

Sources: GOV.UK — find compatible software. This page is general guidance, not personalised tax advice.

Frequently asked questions

Does my spreadsheet need to look a certain way for MTD?

Not in a prescribed format, but it needs to hold digital records of income and expenses that your bridging software can read and submit to HMRC without manual re-typing of the underlying transactions.

Is bridging software free?

Some basic bridging tools are free or low-cost for straightforward submissions; more feature-rich ones charge an annual or monthly fee. Check GOV.UK's list of recognised software providers for current options.

Can I switch from a spreadsheet to software partway through a tax year?

Yes — there's no rule against changing your record-keeping method mid-year, though you'll want to make sure your historical figures for that year carry over accurately.

Do I need separate software for invoicing?

Not necessarily — many dedicated accounting packages bundle invoicing with expense tracking and MTD submission, though you can also use free invoicing tools alongside a simpler MTD setup.

All calculators
💼Self-employment9 calculators
🏠Property9 calculators
👪Family5 calculators
💰Personal finance13 calculators
★ Most popular: Sole Trader Tax →
More