UK Self Assessment Tax Return Guide 2025/26 for Freelancers with Income and Expenses Tracker (PDF + Excel)

Doing your own Self Assessment return? This download gives you a step-by-step guide and an Excel tracker for the 2025/26 tax year (6 April 2025 to 5 April 2026).

Includes: a one-page quick start, a full worked example with every sum shown, a 12-month calendar for the 2025/26 return, a "which expenses can I claim?" table, and common mistakes to avoid.

The guide (PDF, 27 pages) walks through, in order: key dates, whether you need a return, registering and getting access, what to gather, choosing the accounting basis, working out business income, allowable expenses, comparing expenses with the trading allowance, the profit reconciliation, Income Tax and National Insurance for 2025/26, completing and submitting the return, payments on account, a worked example, paying and recording your bill, late filing and payment difficulty, how Making Tax Digital is a separate obligation, records and retention, and final checklists and worksheets. The last section lists the official GOV.UK pages to check.

The tracker (Excel) has 7 sheets: Start Here, Income, Expenses, Lists, Summary, Payments and Key Dates.

Built for Microsoft Excel on Windows.

For the 2025/26 tax year only, and for sole-trader freelancers in the UK. Limited companies file separate company returns. Information only; not tax or legal advice.

WHAT IS INCLUDED:

1x UK Self Assessment Tax Return Guide 2025/26 (PDF, 27 pages)

1x Income and Expenses Tracker 2025/26 (Excel, 7 sheets: Start Here, Income, Expenses, Lists, Summary, Payments, Key Dates)

1x START_HERE Quick Orientation Guide (TXT)

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