The UK Sole Trader Kit: £9
Short answer: The UK Sole Trader Kit is a £9 spreadsheet (Google Sheets and Excel) with an income log, expenses mapped to HMRC SA103 categories, a 2026/27 tax and Class 4 NI estimate, a payments-on-account reminder and an invoice template. Buy it on Gumroad; the free guides below cover MTD, deadlines and expenses.
Last updated: · Last checked against GOV.UK: · Markdown version
A spreadsheet that tracks income and allowable expenses using HMRC SA103 categories, estimates your tax and Class 4 NI, and includes an invoice template. Works in Google Sheets and Excel.
General information, not tax or financial advice. Check GOV.UK or speak to a qualified adviser about your own situation.
- Income log, plus expenses mapped to SA103 boxes
- Live tax and NI estimate for 2026/27
- Payments-on-account reminder
- Invoice template
- MTD for Income Tax: who it applies to from April 2026 (£50k+) and April 2027 (£30k+)
Which free guides are available?
- Making Tax Digital for Income Tax: who needs it and when
- MTD quarterly update deadlines
- MTD software: spreadsheets and bridging
- Self Assessment deadlines 2026/27
- Payments on account explained
- Mileage allowance 2026/27 (55p)
- Allowable expenses for sole traders