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UK Sole Trader Tax & Expense Toolkit

Income, expenses, mileage and a running tax estimate — built for sole traders.

A self-contained workbook for UK sole traders to log income and expenses, track mileage, organise quarterly figures, and get a rough running estimate of Income Tax and Class 4 National Insurance based on rates and thresholds you enter yourself.

What's in it

  • Expense categories written for general sole-trader businesses
  • Mileage log using HMRC's two mileage-rate bands
  • Quarterly tracker for Making Tax Digital
  • Running estimate of Income Tax and Class 4 NI
  • Dashboard with a suggested monthly set-aside
  • Quick-start guide (Word)

Formats

Microsoft Excel

An .xlsx file you download and keep. Works in Excel 2016 and later, and in Numbers and LibreOffice.

Google Sheets

Upload the .xlsx to Google Drive and open it with Google Sheets. Nothing to install.

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