Excel template checker

Check your Maxton Personal Excel template

Upload a completed self-employment or landlord template to preview the records, totals and anything that may need attention before importing.

The checker reads your spreadsheet to show a preview. Files are not saved to your Maxton Personal account unless you register and choose to import them. If you are testing the checker, please use sample data or remove personal details.

Upload

Upload your completed template

We will check the structure, dates, amounts and income/expense types, then show a preview before anything is saved.

Accepted file type: .xlsx only. Max file size: 5 MB.
What happens next

Upload completed template

Choose the self-employment or landlord workbook you have filled in.

Preview records and warnings

We show the records found, totals and anything that may need attention.

Register to save and import

Anonymous checks are preview-only. Create an account when you are ready to save and import records.