Budget & Finance
UK Self-Assessment Tax & Expense Tracker (Sole Trader)
£6.99
5 tabsExcel (.xlsx)Commercial licence
✓ Instant download · Commercial-use licence · Print at home
About this bundle
Make Self Assessment simple — and never miss an allowable expense.
Built for UK sole traders and the self-employed, this tracker organises your whole year for the tax return. Log income and expenses using HMRC's own allowable-expense categories, keep a mileage log that calculates your allowance at the official 45p / 25p rates, and let the Tax Summary total your turnover, expenses and net profit — the exact figures you need for your return. A set-aside tool helps you save for the tax bill as you go.
Works in Excel and Google Sheets. Instant download, commercial-use licence included. (A template to help you organise your records — not tax or accounting advice; check current rates and rules at gov.uk or ask an accountant.)
What's inside
- Start Here
- Income
- Expenses
- Mileage Log
- Tax Summary
How it works
- Buy securely — instant checkout through Payhip, no account needed.
- Download straight away — you get your files immediately; nothing is posted.
- Print or edit & use — use the templates as-is or add your own business name and logo.
Frequently asked questions
What file formats are included?
Your download includes Excel (.xlsx) files, so you can print them as-is or edit them to suit your business.
Can I edit the templates?
Yes. Word and Excel files are fully editable — add your business name, logo and details. PDF versions are print-ready for use straight away.
Is it licensed for commercial use?
Yes. Every bundle includes a commercial-use licence so you can use the templates in your own business. You can't resell or redistribute the templates themselves.
How do I receive my files?
Instantly. After secure checkout via Payhip you get an immediate download link — there's no waiting and nothing is posted to you.
Do these templates give legal or professional advice?
No. They're general-purpose business documents to save you time. Review and adapt each one for your circumstances and seek professional advice where needed. See our Terms & Disclaimer.
Ideal for
self assessmentsole traderself employed taxexpense tracker ukhmrctax return spreadsheetmileage logallowable expensesself employed bookkeepinguk taxfreelancer taxsmall business tax