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UK MTD quarterly update checklist

The 6 things to ask your client for: 3 every time, the rest only if they apply. Written so clients understand them.

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Always needed

  • Sales invoices / income records
    Or an export from your invoicing app.
  • Expense receipts and bills
  • Business bank statements for the quarter

Only if it applies

Clients can say “I don’t have this” and move on.

  • Mileage log
  • Rental income & letting agent statements
    Landlords only.
  • Anything we should know about this quarter?
    A short written answer, not a file.

Stop chasing the missing ones

Elargi sends your client one private link to this list. They upload from their phone without an account, and reminders list only what’s still missing. Free for 3 open requests; Pro is $19/month for the whole firm.