UK Self Assessment Spreadsheet 2025/26 – Sole Trader Income, Expenses, Mileage & Tax Estimate

Get your 2025/26 Self Assessment sorted before the 31 January 2027 deadline — without the shoebox of receipts. Built for UK sole traders, freelancers and side hustlers.

WHAT'S INSIDE

• Income log — every payment, with a check for entries outside the tax year
• Expenses log — dropdown categories that match HMRC's self-employment boxes, plus business-use % for shared costs
• Mileage log — 45p / 25p per mile applied automatically (2025/26 rates), including the 10,000-mile switch
• Summary — figures laid out ready for your self-employment pages
• Trading allowance vs expenses — tells you which gives the lower bill
• Tax estimate — income tax + Class 4 NI at 2025/26 rates, taking any PAYE salary into account
• Savings target — how much to set aside each month before 31 January
• Making Tax Digital checker — will MTD apply to you from 6 April 2027 (£30,000 threshold)?
• Key dates — every deadline with a days-left countdown

FORMAT

Instant download (.xlsx). Works in Microsoft Excel, Google Sheets (File › Import) and Apple Numbers.

PLEASE NOTE

An organiser and estimator, not tax advice; it doesn't file your return. 2025/26 rates for England, Wales and Northern Ireland (Scottish bands differ). Excludes student loans, pension relief, Gift Aid, capital allowances and losses. Not affiliated with HMRC.

Instant digital download: by buying you agree to immediate supply and lose the 14-day cancellation right for digital content. SoleTraderSheetsUK is a trading name of EXTRACT API LTD (company number 17469044), registered office 66 Paul Street, London EC2A 4NA.