MTD Quarterly Records Workbook vs bridging software
Our workbook keeps records and totals in Excel. It does not send anything to HMRC. You still need compatible software for that.
What it does
Bridging software: Connects a spreadsheet to HMRC so quarterly updates can be sent
Our workbook: Totals income and costs by HMRC category each quarter, in Excel
Sends to HMRC
Bridging software: Yes, through its HMRC connection
Our workbook: No
Price
Bridging software: Varies by product
Our workbook: $12 once
Digital links
Bridging software: Provides the link from your spreadsheet
Our workbook: You must not copy figures by hand into other software once a record is sent, so pair it with compatible software
Choose bridging software if
You want to keep your spreadsheet and send quarterly updates to HMRC from it.
Choose the workbook if
You want a tidy quarterly structure for your records, and you will use compatible software to submit.
Questions
Can I use a spreadsheet for Making Tax Digital?
HMRC says software can either create digital records or connect to your existing records such as spreadsheets, and you need software that sends your quarterly updates.
Does the workbook make me MTD compliant?
No. It is a records template, not HMRC compatible software.
Sources checked 18 October 2026: GOV.UK choose the right software. Competitor details change, check their site.