Coconut

One Spreadsheet Per Trade: If you have more than one self-employed business registered with HMRC, you must use a separate copy of the bridging template for each individual business reporting obligation.

Maintain MTD Digital Links: Use formulas or cell links to pull the final figures from your own bookkeeping spreadsheet into this template. Do not manually type or re-key the totals, as HMRC requires an unbroken digital link.

Cumulative (Year-to-Date) Submissions: Update and submit this template for each of the four quarters. Because you use year-to-date figures each quarter, any retrospective edits you make to previous quarters will automatically be included in your submissions.

- One Spreadsheet Per Trade: If you have more than one self-employed business registered with HMRC, you must use a separate copy of the bridging template for each individual business reporting obligation.
- Maintain MTD Digital Links: Use formulas or cell links to pull the final figures from your own bookkeeping spreadsheet into this template. Do not manually type or re-key the totals, as HMRC requires an unbroken digital link.
- Cumulative (Year-to-Date) Submissions: Update and submit this template for each of the four quarters. Because you use year-to-date figures each quarter, any retrospective edits you make to previous quarters will automatically be included in your submissions.

Ready to Submit? Once your numbers are linked to the bridging template, follow the guide on <a href="https://help.getcoconut.com/en/articles/15551340-bridging-software">How to Connect Coconut to HMRC and Complete Your Submission</a>

- Ready to Submit? Once your numbers are linked to the bridging template, follow the guide on <a href="https://help.getcoconut.com/en/articles/15551340-bridging-software">How to Connect Coconut to HMRC and Complete Your Submission</a>

application/vnd.openxmlformats-officedocument.spreadsheetml.sheet

bridging_sole_trader_non_consolidated_template.xlsx

This guide covers how to use the Coconut Bridging Template for your quarterly MTD ITSA submissions. This is for self-employed sole traders with an annual business turnover over £90,000 for the 2026/2027 tax year

MTD for Income Tax - Bridging Template: Sole Trader Non-Consolidated Reporting (Turnover over £90,000)

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MTD for Income Tax - Bridging Template: Sole Trader Non-Consolidated Reporting (Turnover over £90,000)

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