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Free landlord spreadsheet template for Making Tax Digital

Keep your rent and expenses in a spreadsheet you already understand, then bring it into Quarterwise in one upload when an update is due.

Free landlord spreadsheet template for Making Tax Digital

Plenty of landlords already keep a spreadsheet of rent and bills. Making Tax Digital doesn’t take that away. What changes is that HMRC now wants four updates a year sent from software, so the spreadsheet needs a way into it. This template is laid out so Quarterwise can read it in one upload.

Download the template (Excel)

It’s free, and you don’t need an account to download it.

What’s in it

One sheet with five columns: Date, Description, Money in, Money out and Category. Six example rows show what a couple of months might look like, with rent coming in and an agent’s fee, a boiler service, insurance and mortgage interest going out. Delete them before you add your own.

Put each payment on its own row. Rent goes in Money in at the full amount your tenant paid, even if a letting agent takes a fee before passing it on. The fee then goes on its own row in Money out. Dates can be typed the usual UK way, such as 06/04/2027.

A landlord filling in a spreadsheet of rent and expenses on a laptop

The Category column

The dropdown lists the categories HMRC uses for property income and expenses, worded exactly as they are in Quarterwise, so they carry across without any matching. Choosing one is optional. A row left blank comes into Quarterwise without a category, and you can pick one there.

Residential mortgage interest is the one that works differently. It isn’t taken off your rent like other costs; you get a tax credit at the basic rate instead. Keeping it in its own category means Quarterwise can treat it that way.

Getting it into Quarterwise

  1. Fill in the template and save it, as Excel or CSV.
  2. In Quarterwise, open Imports and upload the file.
  3. Choose the property the entries belong to.
  4. Check the preview and confirm.

Quarterwise recognises the template, so there are no columns to match up. You can keep adding rows to the same file through the year and upload it again: entries already imported are spotted and skipped, and only the new ones are added.

Is a spreadsheet allowed under MTD?

Yes. HMRC accepts records kept in a spreadsheet, as long as the figures reach your Making Tax Digital software digitally. Importing the file does that, without anything being retyped.

The categories in the template are the ones for property. If you’re self-employed you can still use it: leave Category blank and choose from the self-employment categories in Quarterwise after importing.

Common questions

Is the template free?
Yes, and you can download it without an account. The Quarterwise free plan covers one property, including the quarterly updates and the tax return.
Can I use my own spreadsheet instead?
Yes. Quarterwise imports any .csv or .xlsx file with a date and an amount. The first time, you tell it which column is which and check a preview before anything is saved.
Do bank interest and dividends go in the spreadsheet?
No. The spreadsheet is for your property income and expenses, which is what the quarterly updates cover. Interest and dividends are added once a year with your tax return, in the Other income & reliefs section of Quarterwise.

Last updated 14 October 2026. Quarterwise is software, not a tax adviser — if you’re unsure how the rules apply to you, check with HMRC or a qualified accountant.

Related guides

Free Making Tax Digital software for a single propertyIf you let one property, you can keep digital records and file to HMRC for free. Here is exactly what’s included, and where the paid plan begins.Making Tax Digital when you have income besides propertyProperty income goes in your quarterly updates. A salary, pension, savings interest or dividends go in your tax return at the end of the year. Here is how the two fit together.Every Making Tax Digital deadline for landlords and the self-employedFour quarterly updates and one tax return. Here are all the dates, the calendar-quarter option, and how the penalty points work.

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