Mobile worker MTD readiness checklist
Weekly job records
- Every completed appointment has client, date, service, address area, and price recorded.
- Each payment is marked paid, unpaid, deposit, refund, or part payment.
- Invoices or receipts are issued and linked to the job where needed.
- Cash and bank transfer payments are reconciled before the week ends.
Mileage and travel
- Business journeys have date, purpose, miles, and visit context.
- Parking, tolls, and travel receipts are captured with the relevant day.
- Cancelled visits, detours, and extra stops have notes while they are fresh.
Receipts and expenses
- Fuel, supplies, stock, tools, PPE, laundry, parking, and other costs are photographed or uploaded.
- Each receipt has a reason that will still make sense at quarter end.
- Personal and business costs are separated before they blur together.
Quarterly preparation
- You have checked whether and when MTD applies to you.
- You know which accountant or compatible software route will submit updates.
- You know what your accountant needs every quarter.
- You have not assumed a bank feed alone explains every job.
Important note
This checklist is practical workflow guidance, not tax advice. Check GOV.UK or your accountant for your exact Making Tax Digital duties.