UK Driving Instructor Spreadsheet 2026/27 (Excel & Google Sheets)

Know who's paid, who owes you and how many hours each pupil has left - and have your tax return figures ready, built around the rules for driving instructors.

A complete 2026/27 record-keeping spreadsheet for self-employed UK driving instructors, in Excel and Google Sheets.

WHO IT'S FOR

Self-employed ADIs and PDIs in the UK - independent or franchised, with your own dual-control car or a lease or franchise car.

Not for limited companies, VAT returns or employing other instructors.

WHAT IT DOES FOR YOU

• Pupil balances: block bookings, pay as you go and intensive courses - see hours left for each pupil, and who to chase
• Lessons log: pick the pupil and hours - the price works itself out from their rate. Late cancellations and test days handled
• Test tracker: test dates, days to go, results and your pass rate
• Pupils' DVSA test fees kept separate - not counted as your income or your cost
• Your dual-control car done right: HMRC doesn't allow the 55p mileage rate for tuition cars, so it works out your actual costs and business use from your miles
• A dual-control car bought this year claimed in full (less private use); lease and franchise cars covered
• Other cars, vans and motorbikes: 55p a mile vs actual costs compared for you
• Expenses sorted into SA103 boxes: franchise fee, fuel, insurance, repairs, ADI badge renewal, CPD, phone, ads and more
• Weekly summary: teaching hours and what you really earn per lesson hour
• Tax estimate: Income Tax and Class 4 NI, works with a PAYE job, payments on account, Making Tax Digital date and a VAT threshold check
• Annual summary: every SA103S box ready to copy into your return
• Check columns tell you if something's missing or outside the tax year

WHAT'S INSIDE

17 tabs: Start Here, Settings, Pupils, Lessons, Payments, Vehicles, Mileage, Expenses, Weekly Summary, Monthly Summary, Dashboard, Tax Estimate, Annual Summary, Key Dates (incl. your ADI badge, DBS, insurance and MOT dates), What Goes Where, Rates (with GOV.UK sources) and Lists.

Plus an example file filled with made-up data so you can see how it all works.

YOU'LL RECEIVE

• Blank spreadsheet (.xlsx)
• Example spreadsheet (.xlsx)
• PDF with links to make your own copies in Google Sheets

WORKS WITH

Microsoft Excel 2016 or later, and Google Sheets (free).

PLEASE NOTE

• Digital download only - no physical item will be sent
• A record-keeping and planning tool, not tax advice. It doesn't send anything to HMRC
• Not covered: limited companies, VAT returns, selling or scrapping a car (balancing charges)
• Uses 2026/27 rates for England, Wales and Northern Ireland - Scottish Income Tax bands are different
• Designed by me with the help of AI tools, then checked and tested by hand.
• For your own use only - please don't share or resell the files

Questions or stuck? Use the Contact link at the top of my store and I'll reply within 24 hours.