Built for UK Sole Traders
MTDify gives you a clean, streamlined bookkeeping experience without the complexity of full accounting software. Designed specifically for UK sole traders, freelancers, and one-person service businesses, it helps you stay organised, track your digital records, and prepare clear digital summaries that help you stay organised and ready for future digital tax requirements.
Core Features
Powerful tools designed specifically for UK sole traders
Income Tracking
Record all your business income with detailed categorisation, client tracking, and automatic VAT calculations. Perfect for invoices and payments.
Expense Management
Track business expenses with receipt uploads, supplier details and simple tax-friendly categorisation based on common HMRC categories.
Dashboard Analytics
Get instant insights into your financial performance with quarterly summaries, year-to-date analytics, and category breakdowns.
VAT Calculations
Automatic VAT calculations with helpful tools to work backwards from gross amounts. Supports standard, reduced, and zero-rated VAT.
Quarterly & Yearly Summaries
Instant summaries for each quarter and the full tax year. See totals for income, expenses, category breakdowns, and net profit at a glance.
Transaction Notes & Attachments
Add notes, tags, and extra attachments to any income or expense record. Keep supplier details, reminders, and supporting documents all in one place.
Advanced Digital Bookkeeping Capabilities
Professional features that grow with your business
Your Data Stays on Your Device
MTDify runs entirely on your own computer. There are no external servers or third-party access. Everything stays local and offline, giving you full control over your financial records.
- Everything stays on your device
- Works fully offline. Ideal for privacy
- You control backups, storage & security
Detailed Reports You Can Download
Generate clear summaries and downloadable CSV reports for quarters, categories, and the full tax year.
- Date range filtering by quarter or custom dates
- Category and status filters
- Export filtered results
Local Receipt Storage
Attach receipt images or PDFs directly to your expense records and keep everything neatly organised on your own device.
- Store receipts locally alongside each expense
- Attach images or PDFs for your records
- Quick access during reviews or year-end checks
Submit Your Data To HMRC
MTDify organises your income, expenses, categories, and summaries in a clean digital format. You can export your figures at any time and use them when completing your Self Assessment tax return, sharing information with your accountant, or preparing for future digital tax requirements. MTDify does not submit data directly to HMRC.
Ready to Get Started?
Join other UK sole traders using MTDify to simplify their digital record-keeping and stay organised for the tax year, with clean records that support future digital tax requirements.
Looking for a Simpler Starting Point?
We also offer a streamlined Free Starter Edition of MTDify. It’s ideal if you want to try the interface, understand the workflow, and get a feel for digital record-keeping before upgrading to the full Local Edition.
Download the Free Starter Edition