UK Self Employed Tax Spreadsheet, HMRC SA103S Expense Tracker, Sole Trader Tax Return Organiser Freelancer Bookkeeping Excel 2025-27

Stop guessing what you owe HMRC.

The Tax Year Companion is a 12-tab Excel spreadsheet that organises your entire UK tax year into the exact categories HMRC uses on your Self Assessment return (SA103S).

WHAT'S INSIDE:

• Income Log - every pound received, logged on the date it arrived

• Expenses Log - 8 HMRC SA103S categories with dropdown validation

• Mileage & Vehicle - 45p/25p simplified rate, auto-calculated claims

• Use of Home - HMRC flat rate banded by monthly hours (£10/£18/£26)

• Tax Set-Aside - progressive tax engine with real updates for current tax year bands (20%/40%/45% + Class 4 NIC)

• Dashboard - 5 RAG indicators: green/amber/red status at a glance

• Year-End Pack - SA103S-aligned summary your accountant can use directly

• Payments on Account - surfaces the January surprise months in advance

WHAT YOU GET:

• Blank spreadsheet (.xlsx) - ready to use

• Daniel Reeves example file with a full year of sample data

• User Manual with FAQ (20 pages, PDF)

• Walkthrough Guide (8 pages, PDF)

• Quick Start Guide (1 page, PDF)

SAVES YOU MONEY:

Most accountants charge by the hour. Organised books = fewer hours = lower fees. Typical saving: £300-800 per year on accountant fees - from a one-time purchase.

MTD-READY (BUT HONEST ABOUT WHAT IT IS):

This spreadsheet prepares the numbers your MTD software will ask for. It does NOT submit to HMRC and does NOT replace your accountant. Think of it as the preparation layer alongside your filing software.

WHO THIS IS FOR:

UK sole traders, freelancers, coaches, consultants, and self-employed professionals who file Self Assessment. Works for both SA103S (under £90k) and SA103F (over £90k). Cash basis or traditional accounting.

Questions? Email hello@solofold.com - we respond within 2 working days.