Know exactly where your money goes — and what you owe.
Straightforward spreadsheets for UK sole traders and small businesses. Log your income and costs, see your profit, and put the right amount aside for tax before the bill lands.
- Instant download
- Excel + Google Sheets
- Built for UK tax
- Plain-English guides
The templates
Built from real bookkeeping work with small businesses — not generic templates.
Sole Trader Income & Expense Tracker
A complete bookkeeping spreadsheet built for UK sole traders. Enter your income and costs as they happen and the tracker categorises everything, totals your allowable expenses and shows your running profit month by month — ready for your Self Assessment.What's included Monthly income and expense logs with drop-down categories Automatic profit and loss summary Allowable expense categories aligned to HMRC boxes Mileage and home-office working sheets Step-by-step setup guide Format: Excel + Google Sheets. Delivery: instant digital download.
Tax Set-Aside Calculator
Never be surprised by a tax bill again. Enter your profit and this calculator works out your estimated Income Tax, Class 2 and Class 4 National Insurance, and tells you the pound amount to move into your tax savings pot each month.What's included Estimated Income Tax and National Insurance Monthly set-aside amount and savings tracker Payment on account forecasting Scenario view for a good month vs a quiet month Format: Excel + Google Sheets. Delivery: instant digital download. General guidance, not personal tax advice.
Small Business Bookkeeping Bundle
The complete set: income and expense tracking, tax set-aside, cash flow forecasting, invoicing and a year-end checklist. Everything you need to run tidy books from your first invoice to your Self Assessment.What's included Income & Expense Tracker Tax Set-Aside Calculator 12-month Cash Flow Forecast Invoice template pack Year-end checklist and record-keeping guide Format: Excel + Google Sheets + PDF. Delivery: instant digital download.
How it works
- 1
Pick your template
Choose the spreadsheet that matches how you work — tracking, tax, cash flow or invoicing.
- 2
Download in seconds
Your files arrive by email the moment you pay. Excel and Google Sheets versions included.
- 3
Follow the walkthrough
Every template comes with a short setup guide so you're up and running the same day.
Also for accounting students
Study packs that explain double-entry, trial balance, accruals and prepayments the way they actually click — worked examples, practice questions and full answers.
See the study pack“I stopped dreading January. I know what I owe months before it's due, and my records take ten minutes a week.”
— Sole trader, Leeds