Spreadsheet template, 8 tabs

UK Self Assessment Tracker

Sole trader records, your SA103S box totals and a tax estimate in one file.

Formulas locked in ExcelPDF quick start guideInstant download

US$8.99

Get it on Etsy, US$8.99
UK Self Assessment Tracker, the main tab with example numbers
What is inside

Everything it does

Two tax years in one file
2025/26 and 2026/27. Pick the year and every total follows.
Income and expenses logs
Pick the SA103S box from a dropdown.
Mileage and use of home
Flat rates worked out for you, with the 10,000 mile split.
SA103S summary
Your totals for each box of the short self employment pages.
Tax estimate
Income Tax and Class 4 for England, Wales and Northern Ireland, for both choices.
Payments on account
Whether they apply, how much, and when they are due.
Take a look

Real tabs, shown with example numbers

UK Self Assessment Tracker, picture 1UK Self Assessment Tracker, picture 2UK Self Assessment Tracker, picture 3UK Self Assessment Tracker, picture 4UK Self Assessment Tracker, picture 5UK Self Assessment Tracker, picture 6UK Self Assessment Tracker, picture 7UK Self Assessment Tracker, picture 8UK Self Assessment Tracker, picture 9UK Self Assessment Tracker, picture 10

Good to know

What you get
An Excel file (.xlsx), plus a PDF quick start guide.
What you need
Microsoft Excel on Windows or Mac.
Not advice
This template helps you organise your own numbers. It is not financial or tax advice.