Mobile sole trader digital records checklist
Use this twenty minute weekly close to keep job evidence ready for your MTD record keeping and filing route.
Jobs and income
- Every completed job matches a deposit, payment, cash receipt or unpaid invoice
- Gross income is recorded before card or platform fees
- Each income entry has an amount, received date and category
- Refunds, part payments and credit notes are visible
- Separate trades have separate record sets
Expenses and evidence
- Every expense has an amount, incurred date and category
- Receipts, invoices and bank statements are retained
- The business reason or related job is clear
- Mixed personal costs have a recorded business proportion or adjustment
- Refunded purchases and credit notes are reconciled
Mileage and travel
- Each trip has a date, route and business purpose
- Business miles are complete for the week
- Parking and tolls are recorded separately
- Cancelled visits and detours explain unusual routes
- The chosen simplified or actual cost method is consistent
Software and corrections
- Bank feed lines have enough trade and category detail
- Transactions missing from the feed are created separately
- Errors are corrected in the source record
- Products pass data through supported digital links
- The accountant handover does not depend on manual retyping
Boundary: Offlico can support the operational record trail around bookings, clients, invoices, payments, mileage and notes. Use compatible MTD software or an accountant for HMRC submissions.