Self-employment template
Use this if you are a sole trader or freelancer recording business income and expenses.
Free Excel templates
Start your MTD Income Tax records in Excel
Choose a simple workbook for self-employment or landlord/property income. Use it to keep income and expense records in a familiar spreadsheet format, then import into Maxton Personal when you are ready.
Ideal for spreadsheet users who want a gentle route into digital Self Assessment and MTD Income Tax records.
What is inside
- Separate templates for self-employment and landlord/property records.
- Income and expense types matched to the Maxton Personal workflow.
- Example rows to show how income and expenses should be entered.
- Import-friendly columns ready for the web app.
- A gentle starting point for users moving from spreadsheets.
Download
Choose your template
You can download either workbook now. Add your email if you would like early updates, import guidance and launch offers for Maxton Personal.
Which template should I choose?
Landlord template
Use this if you receive rental income and need to track property expenses.
Have both?
Download both templates or set up both income types inside Maxton Personal.
Built on decades of accounting software experience
Maxton Personal is new, but it is built by the team behind Maxton Software and Business Micro Systems, who have developed and supported UK accounting, payroll and business software for small and medium-sized businesses for decades.
Our previous Maxton products have covered sales ledger, purchase ledger, payroll, stock and MTD VAT workflows. Maxton Personal brings that experience into a simpler web-based workflow for Self Assessment and MTD Income Tax records.
Why this helps
- Built for UK Self Assessment and MTD Income Tax.
- Designed for sole traders and landlords.
- Ready to import into the Maxton Personal web app.
- Useful for spreadsheet users and accountants/bookkeepers.