SPREADSHEET · UK 2026/27

Keep your 2026/27 self-assessment records in one tidy spreadsheet

Income, expenses, mileage and use of home in, with estimated income tax and Class 4 NI out. Rates from GOV.UK.

Get the tracker: £12
UK Sole Trader Self-Assessment Tracker 2026/27 dashboard

What it does

  • Income and expense logs with HMRC expense categories mapped to SA103F boxes, plus a business-use %
  • Quarterly totals for the standard MTD periods, ready for bridging software
  • Mileage at the 2026/27 simplified rates (55p first 10,000 miles, 25p after; 24p motorcycles)
  • Use-of-home flat rate (£10/£18/£26 per month by hours)
  • Shows whether actual expenses or the £1,000 trading allowance gives the bigger deduction
  • Estimated income tax (incl. Personal Allowance taper) and Class 4 NI (6% / 2%)
  • Rolling 12-month turnover vs the £90,000 VAT threshold; MTD threshold watch
  • Monthly chart, key dates and a rates sheet with GOV.UK source links

Included free

  • Self Assessment filing checklist and allowable-expenses guide (2026/27): key dates, MTD thresholds, a pre-filing checklist and a what-counts table, all linked to GOV.UK. Not tax advice.

Who it's for

UK sole traders with a straightforward business who want tidy records and a rough tax estimate before they file. For keeping on top of business tool costs, see the subscription audit for indie developers.

What this doesn't do

Estimates for a simple case only; not tax advice. Scottish income tax bands aren't modelled. It isn't Making Tax Digital software and can't submit to HMRC.

Price

SPREADSHEET

UK Sole Trader Self-Assessment Tracker 2026/27

Tidy records and a tax estimate before you file.

£12

one-off

  • Google Sheets and Excel
  • Income, expenses, mileage and use of home
  • Income tax and Class 4 NI estimates
  • VAT and MTD threshold watch
  • Self Assessment filing checklist included
Get the tracker: £12

Sold via Gumroad (merchant of record)

Price is £12; Gumroad may show it converted to your local currency.

Get the UK Sole Trader Tracker: £12

FAQ

Which tax year does it cover?
2026/27, 6 April 2026 to 5 April 2027, using GOV.UK rates.
Does it work in Google Sheets?
Yes. It was tested by importing into Google Sheets, and results match Excel and LibreOffice.
Can it submit my return to HMRC?
No. It isn't Making Tax Digital software and can't submit to HMRC. It keeps your records and quarterly totals ready for bridging software.
Does it model Scottish income tax?
No. Scottish income tax bands aren't modelled.
Is this tax advice?
No. It gives estimates for a simple case only. Check GOV.UK or talk to an accountant before you file.