FAQ

Frequently asked questions

Buying and downloading

How do I get my kit after I pay?

As soon as your payment goes through, you will see download links on the order confirmation page. We also email the links to you. You can download your files again later from My account → Downloads if you created an account.

If the email does not arrive within 15 minutes, please check your spam or junk folder, then email us at hello@rulekits.com with your order number.

What file types do I get?

Spreadsheets come as .xlsx files (Excel format). Guides come as PDF. Some packs also include Word (.docx) templates. Large kits come in a single .zip file; double-click it (Windows or Mac) to open it.

Can I download on my phone?

Yes, but spreadsheets are much easier to use on a computer or tablet. You can download on your phone and open the file later on a computer.

How many times can I download?

You can download each file up to 5 times within 365 days of buying. If you need more, just email us.

Excel or Google Sheets?

Do the spreadsheets work in Excel and Google Sheets?

Yes. They are built to work in Microsoft Excel (2016 or later, and Microsoft 365) and in Google Sheets. They use normal formulas only. There are no macros, so you will not see security warnings.

How do I open a kit in Google Sheets?
  1. Go to Google Drive and sign in.
  2. Click New → File upload and choose the .xlsx file.
  3. Double-click the file in Drive, then choose File → Save as Google Sheets.

Work in the Google Sheets copy from then on.

Does it work with Apple Numbers or LibreOffice?

The files usually open, but we only test and support Excel and Google Sheets. Some formatting or protection may look different in other programs.

Making Tax Digital

Will the MTD kit send my updates to HMRC?

No. Our spreadsheets keep your records. They do not send anything to HMRC. To file under Making Tax Digital you also need HMRC-compatible bridging software, which reads the totals from your spreadsheet and sends them to HMRC. GOV.UK has a guide to choosing compatible software.

Do I need MTD for Income Tax?

It depends on your income from self-employment and property, before expenses. Try our free MTD start-date checker, read our guide Do I need MTD in April 2027?, and confirm with HMRC’s official checker.

Updates

What happens if the rules change after I buy?

If a rule, rate or date in your kit changes during the period the kit covers (for example the 2027/28 tax year for the MTD kits), we will update the kit and email you a free updated copy, or a link to download it. We check our kits against official sources at least every 6 months and whenever a change is announced.

A new tax year’s edition (for example 2028/29) is a new product and is not included free.

Where it applies

Do the kits work in Scotland, Wales and Northern Ireland?

Each kit shows where it applies on its first page and on its shop listing:

  • Whole UK: the MTD Record Kits, the MTD bundle, the Self Assessment Bookkeeping Tracker (with a Scottish tax bands option) and the Household Budget Planner.
  • England, Scotland and Wales (not Northern Ireland): the Employment Rights Act 2025 pack. Employment law in Northern Ireland is separate, so this pack does not cover it.
Do you sell outside the UK?

No. Our kits are about UK rules, and we only sell to customers with a UK billing address.

Refunds

Can I get a refund?

Our kits are digital downloads. At checkout we ask you to agree that your download can start straight away and that you then lose the usual 14-day right to cancel. This is allowed under the Consumer Contracts Regulations 2013.

This does not affect your legal rights if a kit is faulty, not as described, or not fit for purpose. Under the Consumer Rights Act 2015 you can ask us to fix or replace it, and if we cannot, you may be entitled to some or all of your money back. Just email hello@rulekits.com with your order number and tell us what is wrong.

If you bought by mistake and have not downloaded the files yet, email us and we will usually refund you.

I bought the wrong kit. What can I do?

Email us with your order number. If you have not downloaded it, we can refund you or swap it for the right kit.

Other questions

Is this tax or legal advice?

No. Our kits and tools are general information to help you keep records and understand the rules. They are not legal, tax or financial advice. Check your own situation with HMRC, GOV.UK or a qualified adviser.

Do I need to pay VAT on top?

No. The price you see is the price you pay. We are not VAT registered, so no VAT is charged.

How do I contact you?

Email hello@rulekits.com. We aim to reply within 2 working days.

Our kits and tools are general information. They are not legal, tax or financial advice. Rules can change; we update our kits when they do.