UK Tax - Template 14
Self Assessment & Sole Trader Tax
Know exactly what you owe before 31 January.
Microsoft Excel◆Google Sheets◆.xlsx file
Built for UK sole traders, freelancers and side hustlers. Log your income and expenses on a simple cash-basis ledger and this spreadsheet estimates your Self Assessment tax and National Insurance as you go - Income Tax, Class 2 & Class 4 NI, and a Payments-on-Account warning so the first January never stings. Every category maps to its HMRC SA103 box, so filing is just copying the numbers across. Set for the 2025/26 tax year, with employed (PAYE) income, a mileage log and a plain-English How to File guide. No formulas to write.
What's inside · 9 tabs
- Tax Dashboard - turnover, allowable expenses, net profit and your estimated tax + NI at a glance - plus a turnover breakdown, expenses by HMRC box, monthly money-in-vs-out and a Payments-on-Account warning, all automatic
- Income & Expenses - a simple cash-basis ledger - every transaction categorised and mapped to its HMRC SA103 box for you
- Self-Employment (SA103) - your turnover (box 15), allowable expenses (box 31) and net profit (box 47), totalled into the tax-return boxes
- Tax & NI Estimate - Income Tax, Class 2 & Class 4 National Insurance and Payments on Account - worked out from the 2025/26 rates
- Employment (PAYE) - add a job alongside the side hustle from your P60 for a combined tax picture
- Mileage Log - simplified 45p / 25p per-mile vehicle expenses, totalled and ready for box 20
- How to File - plain-English steps, the key Self Assessment dates and what goes where
- Settings - every 2025/26 rate and threshold in one place - re-list-ready each tax year
In Motion
Your tax bill, worked out as you go.
Log income and costs and the dashboard answers - turnover, profit, and your estimated tax and National Insurance, all live.
Pairs Beautifully With
