Excel & Google Sheets · MTD-ready
Self-Employed Income & Expenses Tracker
Keep your books in one simple spreadsheet, see your profit every quarter, and know exactly how much to save for tax. Built around HMRC's own categories.
£15 one-off · instant download
Buy now · £15
Visa · Mastercard · Amex · PayPal · Apple Pay · Google Pay
Secure checkout opens right here. Files are emailed to you instantly.
Or get all 5 in the Complete Bundle for £45.
What's included
- Income log – each payment is placed in the right MTD quarter automatically
- Expenses log – HMRC self-employment categories in a drop-down, with business-use % for mixed costs
- Mileage log – HMRC simplified rates (45p, then 25p after 10,000 miles), added to travel costs for you
- Quarterly Summary – totals per quarter and category, with each update's due date
- Tax Set-Aside – 2026/27 Income Tax and Class 4 NI estimate, and a monthly amount to save
- Trading allowance check (£1,000) and a Start Here guide
How it works
- Buy and download the file (one .xlsx file).
- Set the tax year in Settings, then log income, expenses and miles as they happen.
- Each quarter, copy the totals into your bridging software or keep them for your tax return.
A record-keeping tool, not tax advice. Tax estimates use 2026/27 rates for England, Wales and Northern Ireland. To file under Making Tax Digital you need HMRC-recognised bridging software.
Self-Employed Income & Expenses Tracker£15 · instant download
Buy now