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Branded Self Assessment workbooks for every sole-trader client

Your practice's name and logo on a complete set of UK sole-trader tax workbooks, updated every tax year, plus a monthly deadline pack you can send to clients. £39 a month or £349 a year after a 14-day free trial. No VAT charged.

How it works

Step 1: start the 14-day free trial and download the unbranded workbooks straight away.

Step 2: reply to your receipt (or email hello@soletradersheets.co.uk) with your practice name as it appears on Companies House and a PNG logo.

Step 3: from your first paid month we send the full set branded with your name and logo within one working day, and new tax-year editions as they are released.

Step 4: each month you get a short client deadline pack to forward to your clients under your own name.

Cancel before the trial ends and you pay nothing.

What's included and the licence terms

Key terms: 14-day free trial, then £39 a month or £349 a year, renewing automatically until cancelled. Cancel any time online in your Payhip account (Settings > Subscriptions). Cancelling stops future payments and ends access to the members’ downloads area straight away, so we suggest cancelling shortly before your renewal date. No VAT charged (seller not VAT-registered). For accountancy and bookkeeping practices (business use).


What's included:

  • Every Excel/Google Sheets workbook in the range: Self Assessment (2025/26 and 2026/27), trade editions (CIS, landlord, delivery driver, online seller, cleaner, hair and beauty), a mileage log using the published HMRC mileage rates, an MTD quarterly tracker, and invoice and side-hustle calculators.
  • Your practice name and logo on every workbook, delivered within one working day of receiving them (from your first paid month; the trial gives the unbranded set).
  • New tax-year editions, branded and sent when published.
  • A monthly client deadline pack: that month's dates in plain English, ready to forward under your name. Example for November: 7 Nov MTD quarterly update; 30 Dec last online filing date to pay a bill under £3,000 through a tax code; 31 Jan return, balancing payment and first payment on account.
  • Unlimited clients of your practice. One licence per practice.

Why practices use it: clients arrive with income and expenses already categorised, not a shoebox.


Licence terms (summary): non-exclusive and non-transferable, for one practice (one legal entity); you may give branded copies to your own clients for their own records, but not resell or distribute them as a product. Fees are paid in advance and renew automatically; we give 30 days' email notice of any price change. No refunds of part-periods except for faulty files we can't fix. Record-keeping tools only, not tax advice: your practice remains responsible for the advice and returns it prepares. Liability is capped at the fees paid in the previous 12 months, except where the law does not allow a cap. You confirm you have the right to use the logo you send; we use it only to brand your files. English law.


Not affiliated with or endorsed by HMRC. SoleTraderSheetsUK is a trading name of EXTRACT API LTD, a private limited company registered in England and Wales, company number 17469044, registered office 66 Paul Street, London EC2A 4NA. Not VAT-registered. Contact: hello@soletradersheets.co.uk

Choose a pricing plan

Monthly - £39/month after 14-day free trial, no VAT charged

£39
per month
14 Day Free Trial

Yearly - £349/year after 14-day free trial, no VAT charged

£349
per year
14 Day Free Trial