Updated for 2026/27 Tax Year

Self-employed tax,
sorted

Four professional Excel templates built for UK sole traders and landlords. HMRC-ready, MTD-aligned, and designed to save you hours every quarter.

4
Templates
32
Worksheets
100%
HMRC Aligned
0
Macros Required
// The Toolkit
Four templates. Every tax scenario covered.

Each workbook is self-contained, formula-driven, and ready to use. No macros, no add-ins, no nonsense.

12 sheets

MTD Quarterly Tracker

Complete Making Tax Digital income & expense tracker with quarterly submission packs, receipt logging, bank reconciliation, and data quality checks.

Income & Expense LogsQuarterly SummariesSubmission PackReceipt TrackerReconciliationDashboard
£5.99 one-time
View Details
9 sheets

UK Mileage Tracker

HMRC-compliant mileage log using simplified expenses. Save routes, manage vehicles, auto-calculate claims at 45p/25p rates.

Mileage LogSaved RoutesVehicle RegisterHMRC RatesException Flags
£1.99 one-time
View Details
6 sheets

Payments on Account Planner

Estimate your full tax bill, see what you owe on each date, and get a month-by-month saving plan.

Tax BreakdownPayment TimelineMonthly Saving Plan2026/27 Rates
£1.99 one-time
View Details
5 sheets

Landlord Property Tracker

Multi-property portfolio tracker aligned to SA105. Log rent and expenses, see profitability, export year-end figures.

Property RegisterTransaction LogPortfolio DashboardSA105 Summary
£2.99 one-time
View Details
// Why These Templates
Built by someone who actually does the filing

Zero setup time

Open it, fill in the cream cells, and you're tracking. Quick-start guides walk you through in under 10 minutes.

🔒

Formula-only — no macros

Native Excel formulas. No VBA, no security warnings. Works in Excel, Google Sheets, and LibreOffice.

🏛️

HMRC-aligned

MTD quarterly periods, SA105 box numbers, simplified mileage rates, correct 2026/27 tax bands.

🛡️

Audit-ready records

Receipt tracking, data quality flags, exception reports, and reconciliation sheets built in.

📊

Dashboards included

YTD profit, tax to set aside, missing receipts, flagged entries — all auto-calculated.

// What's Inside
32 worksheets across the full toolkit

From daily logging to year-end summaries, every step is covered.

12
MTD Tracker

Income, Expenses, Summaries, Dashboard, Submission Packs, Receipt Tracker, Reconciliation.

9
Mileage Tracker

Mileage Log, Saved Routes, Vehicle Register, HMRC Rules, Quarterly & Annual Summaries.

6
POA Planner

Your Details, Tax Breakdown, What You Owe, Saving Plan, Tax Rates reference.

5
Landlord Tracker

Property Register, Transaction Log, Dashboard, SA105 Summary.

4
Dashboards

Every template includes an auto-calculating financial overview.

Rows

No limits. Log as many transactions as your business needs.

// Built for Real Businesses
I used to dread January. Now I just open the spreadsheet, check the submission pack, and I'm done in twenty minutes.
— Freelance consultant, Bristol · MTD Quarterly Tracker user

Get the full bundle
and save nearly 50%

All four templates. Updated for 2026/27 with correct rates, thresholds, and quarter dates.

MTD Quarterly Tracker

MTD Quarterly
Income & Expense Tracker

The complete MTD bookkeeping workbook for UK sole traders. Track every penny, reconcile your bank, and generate submission-ready figures every quarter.

12 worksheets
2026/27
MTD-ready
// What's Included

Every sheet in the workbook

  • 01
    WelcomeQuick-start guide — 6 steps to get running
  • 02
    SetupBusiness name, UTR, NI, accounting basis, VAT scheme
  • 03
    IncomeFull log with auto VAT, net amounts, payment tracking
  • 04
    ExpensesAllowable/private splits, categories, receipt refs
  • 05
    Quarterly SummaryIncome, expenses, profit, submission deadline
  • 06
    Annual SummaryFull-year totals with estimated tax and NI
  • 07
    DashboardYTD income, expenses, profit, tax to set aside
  • 08
    Submission PackPrint-ready figures for MTD software
  • 09
    Receipt TrackerCross-reference receipts to transactions
  • 10
    ReconciliationMonthly bank reconciliation
  • 11
    Checks & FlagsAutomated data quality checks
  • 12
    ListsAll dropdowns — categories, methods, accounts

MTD Quarterly Tracker

2026/27 · Excel (.xlsx)

£5.99 one-time
  • 12 professional worksheets
  • MTD quarters pre-set
  • Auto-calculated VAT & tax
  • Submission-ready figures
  • Bank reconciliation
  • Works in Excel, Sheets & Libre
  • No macros needed
Buy on Etsy — £5.99

Instant digital download via Etsy.

UK Mileage Tracker

UK Mileage
Tracker

HMRC-compliant mileage records using simplified flat-rate expenses. Save routes, manage vehicles, auto-calculate the 45p/25p threshold.

9 worksheets
2026/27
HMRC simplified
// What's Included

Every sheet in the workbook

  • 01
    WelcomeDashboard — miles, claim value, threshold tracker
  • 02
    Quick StartSetup guide — vehicles, routes, first journey
  • 03
    Mileage LogJourney log with saved route auto-fill and claim values
  • 04
    Saved RoutesPre-save regular journeys with verified distances
  • 05
    VehiclesRegister — type, eligibility, mileage status
  • 06
    HMRC Rules45p / 25p / 24p motorcycle rates
  • 07
    Quarter SummaryQuarterly miles, journeys, claim value
  • 08
    Tax Year SummaryAnnual totals with per-vehicle analysis
  • 09
    ExceptionsFlagged entries to resolve before filing

UK Mileage Tracker

2026/27 · Excel (.xlsx)

£1.99 one-time
  • 9 professional worksheets
  • HMRC 45p/25p rates built in
  • Saved routes auto-fill
  • Multi-vehicle support
  • Quarterly + annual summaries
  • Exception flagging
  • No macros needed
Buy on Etsy — £1.99

Instant digital download via Etsy.

POA Tax Planner

Payments on Account
Tax Planner

Know what you owe, when it's due, and how much to save each month. No more January panic.

6 worksheets
2026/27
Tax + NI + POA
// What's Included

Every sheet in the workbook

  • 01
    WelcomeDashboard — estimated tax, due dates, savings progress
  • 02
    Your DetailsTurnover, expenses, previous year's tax bill
  • 03
    Tax BreakdownProfit, income tax by band, Class 2 & 4 NI
  • 04
    What You OweFull payment timeline — POAs, balancing, next year
  • 05
    Saving PlanMonth-by-month targets for January and July
  • 06
    Tax Rates2026/27 bands, NI thresholds, personal allowance

POA Tax Planner

2026/27 · Excel (.xlsx)

£1.99 one-time
  • 6 professional worksheets
  • Full tax calculation engine
  • POA payment timeline
  • Monthly saving plan
  • 2026/27 rates pre-loaded
  • Higher rate tapering
  • No macros needed
Buy on Etsy — £1.99

Instant digital download via Etsy.

Landlord Property Tracker

Landlord Property
Tracker for SA105

Manage your rental portfolio in one workbook. Every transaction maps to SA105 boxes.

5 worksheets
2026/27
SA105 mapped
// What's Included

Every sheet in the workbook

  • 01
    InstructionsSetup guide — properties, transactions, SA105
  • 02
    SetupProperty register with tenant, rent, mortgage, categories
  • 03
    Transaction LogAll income & expenses with auto SA105 box assignment
  • 04
    DashboardPortfolio overview — income, expenses, profit per property
  • 05
    SA105 SummaryYear-end figures mapped to Box 5, 6, 7, 8
// SA105 Boxes Covered
📥

Box 5

Rent & property income

🔧

Box 6

Repairs, insurance, services

🏦

Box 7

Loan interest & finance

⚖️

Box 8

Legal & professional fees

Landlord Property Tracker

2026/27 · Excel (.xlsx)

£2.99 one-time
  • 5 professional worksheets
  • Multi-property support
  • SA105 box mapping
  • Per-property profitability
  • Quarterly breakdowns
  • Finance cost separation
  • No macros needed
Buy on Etsy — £2.99

Instant digital download via Etsy.

About

Built for the people
HMRC forgot

Practical, no-nonsense Excel templates for UK self-employed workers and landlords.

Why we built this

HMRC tells you to "keep records" but doesn't give you a tool. Most people end up with a messy spreadsheet and a panicked January evening.

We built the templates we wanted — workbooks that handle HMRC structure, auto-calculate figures, and flag problems before they cost you money.

Who it's for

UK sole traders, freelancers, contractors, and landlords who want organised tax records without accounting software.

If you're comfortable with Excel and want something with correct HMRC rates and MTD quarter dates baked in — this is for you.

📐

Accuracy first

Every rate checked against official HMRC guidance. Updated each tax year.

🧹

No bloat

No macros, no VBA. Pure formulas that work everywhere.

🤝

Honest pricing

One-time purchase, no subscriptions. Less than a takeaway coffee.

FAQ

Frequently asked
questions

Everything you need to know about our templates.

// General
An instant digital download via Etsy containing an Excel workbook (.xlsx). Each template is a single file with multiple worksheets.
All templates are for 2026/27 (6 April 2026 – 5 April 2027). Quarter dates, deadlines, tax bands, NI thresholds, and mileage rates are pre-set.
Same files either way. Individually they total £12.96; the bundle is £6.99. If you need two or more, the bundle is better value.
No — these are for sole traders and individual landlords filing Self Assessment. Limited companies have different requirements.
// Compatibility
Yes. Standard Excel formulas only — no macros. Opens directly in Google Sheets and calculates correctly.
No. Works in Excel, Google Sheets, LibreOffice Calc, Apple Numbers, and WPS Office.
None. 100% formula-driven. No VBA, no add-ins, no security warnings.
// Using the Templates
Cream cells = your input, white cells = auto-calculated. Each workbook has a Welcome/Quick Start guide.
Yes. The MTD Tracker has a Lists sheet; the Landlord Tracker has editable categories on Setup. Changes appear everywhere.
No. These help you keep organised records and estimate tax. For complex situations, always consult a qualified accountant.
// Purchase
Etsy sends a download link after purchase. Also available anytime at Etsy → Purchases & Reviews → Download Files.
Message us on Etsy. We'll fix it and send an updated file promptly.
Single-user licence. Use across your own devices, but please don't redistribute. At these prices, it's an easy ask!