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How to Track Self-Employed Expenses:
An HMRC-Compliant Guide

Every allowable expense category, simplified flat rates, record-keeping rules, and what changes under Making Tax Digital.

Tax year 2026/27 · Reviewed against live Gov.uk and HMRC sources on 27 April 2026

If you're self-employed in the UK, the expenses you claim directly reduce your tax bill. HMRC lets you deduct allowable business costs from your income before calculating what you owe. Every legitimate expense you miss is money left on the table.

This guide covers each category of allowable expense, what you cannot claim, how to keep HMRC-compliant records, and how the rules change under Making Tax Digital — which is now live for the highest income bracket as of 6 April 2026.


The golden rule: wholly and exclusively

HMRC's statutory test is that expenditure is deductible only if it is incurred wholly and exclusively for the purposes of the trade, profession or vocation (s.34 ITTOIA 2005, with detailed HMRC guidance in the Business Income Manual at BIM37000). Where a cost has both business and private use, only the identifiable business proportion is deductible. HMRC specifically recognises apportionment for mixed-use costs such as motor expenses and use of home.

You cannot claim actual expenses and the £1,000 trading allowance against the same self-employment income. If gross trading income is no more than £1,000 you may not need to tell HMRC, subject to exceptions (Gov.uk — Tax-free allowances on property and trading income). The trading allowance applies to gross income, not profit, so a business turning over £1,500 with £700 of expenses still needs to register and file. If gross income exceeds £1,000 you can either claim allowable expenses or claim the trading allowance — not both.

Coming change worth knowing: From 2027/28, HMRC has confirmed the reporting threshold for trading income will rise to £3,000. The trading allowance itself stays at £1,000, but where gross income is between £1,000 and £3,000 you will be able to declare it through a new simplified online service rather than a full Self Assessment return. (HMRC, March 2025 announcement.)

How you report expenses to HMRC

How you declare expenses on your Self Assessment return depends on your turnover and is set out on the latest HMRC self-employment supplementary pages.

If your annual turnover is below £90,000 (the current VAT registration threshold), you can use the short self-employment pages, SA103S, and report a single total figure for all allowable expenses in box 20 (Gov.uk — SA103S; SA103S Notes 2025–26). You must still keep detailed underlying records.

If your turnover is £90,000 or more, you must use the full self-employment pages, SA103F, and break expenses down into HMRC's specific boxes (Gov.uk — SA103F; SA103F Notes 2025–26).

Even if your turnover is under £90,000, organising your bookkeeping under the SA103F box structure makes filing easier — and is how MTD-compatible software will categorise your data going forward.

Important caveat: The expense boxes described below are taken from HMRC's 2025/26 published SA103F (last updated 6 April 2026). The 2026/27 form is not yet live. The category structure has been stable for years, but you should re-confirm against the published 2026/27 form once HMRC releases it.

Cash basis vs traditional (accruals) accounting

From the 2024/25 tax year onwards, the cash basis is HMRC's default method for sole traders and partnerships without corporate partners (Gov.uk — Cash basis). Under cash basis you record income when you receive payment and expenses when you pay them. The previous turnover cap was removed for 2024/25.

Under traditional (accruals) accounting you record income when it is earned and expenses when they are incurred. You can opt into traditional accounting by ticking box 10 on SA103F. It is sometimes preferable for businesses with high stock, complex receivables, or that need accruals accounts to obtain finance.

Key differences for expenses:


The expense boxes on SA103F

These are HMRC's actual box headings on the 2025/26 SA103F (boxes 17 to 30). Use them to organise your records, even if you file the short SA103S.

Box 17 — Cost of goods bought for resale or goods used

Raw materials, stock for resale, direct production costs, commissions, discounts. Under traditional accounting you adjust for opening and closing stock at year-end. Taxi/minicab drivers and road-haulage operators put fuel costs here, not in box 20 (SA103F Notes 2025–26).

Box 18 — Construction industry: payments to subcontractors

Total payments made to CIS subcontractors. If you take on subcontractors you may need to register as a contractor under the Construction Industry Scheme.

Box 19 — Wages, salaries and other staff costs

Salaries, wages, bonuses, employee pension contributions, employee benefits, agency fees, subcontract labour costs not included elsewhere, and employer's National Insurance. Do not include payments to yourself, your own pension, or your own NI.

Box 20 — Car, van and travel expenses

You have two options for vehicle running costs (Gov.uk — Car, van and travel expenses).

Simplified mileage expenses. Claim a flat rate per business mile. The HMRC-approved rates for 2026/27 — unchanged since 2011 — are (Gov.uk — Simplified expenses: Vehicles):

VehicleFlat rate per business mile
Cars and goods vehicles, first 10,000 miles45p
Cars and goods vehicles, after 10,000 miles25p
Motorcycles24p

This covers fuel, insurance, MOT, servicing, repairs, and depreciation. Keep a mileage log with dates, destinations, business purpose and miles.

A common myth: bicycles at 20p/mile. Self-employed cyclists cannot use simplified expenses. The Gov.uk simplified-expenses table for sole traders only covers cars/goods vehicles and motorcycles — there is no bicycle rate. The 20p/mile figure is the AMAP rate that applies to employees receiving mileage from an employer. Self-employed cyclists must claim actual costs.

Actual vehicle costs. Claim the business proportion of fuel, insurance, road tax, MOT, servicing, repairs, parking, and breakdown cover, plus capital allowances on the purchase price (and remember the 15% lease-rental disallowance for cars hired on or after 6 April 2021 with CO₂ emissions over 50g/km, per the SA103F Notes). Once you choose simplified or actual for a particular vehicle, you must stick with it for that vehicle — but you can use different methods for different vehicles.

Other travel. Train and bus fares, taxis, flights, hotel accommodation, parking, and meals on overnight business trips — for business journeys only. Ordinary commuting between home and a regular workplace is not allowable.

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Box 21 — Rent, rates, power and insurance costs

Rent for business premises, business and water rates, light, heat, power, property insurance, security, waste disposal, and the business proportion of home costs (or the simplified-expenses flat rate for working from home — see below).

Box 22 — Repairs and maintenance of property and equipment

Repairs to business premises, equipment and vehicles; maintenance contracts. The cost must restore the asset to its original condition. Improvements that enhance an asset beyond its original state are capital expenditure, not repairs.

Box 23 — Phone, fax, stationery and other office costs

Phone running costs (business proportion), postage, stationery, printing, small office equipment, and computer software (under two years old).

Box 24 — Advertising and business entertainment costs

Advertising in newspapers and directories, mailshots, free samples, website costs, online advertising, business cards, trade-directory listings, social-media advertising, and SEO costs (Gov.uk — Marketing, entertainment and subscriptions).

Business entertainment of clients, suppliers or customers — and hospitality at events — is recorded in this box only to be added back as a disallowable expense. It is not tax-deductible for sole traders. HMRC is strict on this.

Box 25 — Interest on bank and other loans

Interest on business loans, bank overdrafts, hire-purchase interest, and finance fees. Capital repayments are not allowable. Interest on personal mortgages or personal loans is not allowable unless the loan was taken out wholly and exclusively for the business.

Box 26 — Bank, credit card and other financial charges

Bank charges on a business account, overdraft and credit-card charges, lease-interest payments, and alternative finance payments. Capital repayments do not go here.

Box 27 — Irrecoverable debts written off (traditional accounting only)

Per the SA103F Notes, this box is only used if you use traditional accounting. The debt must have previously been included in turnover. General bad-debt provisions, debts not included in turnover, and debts relating to fixed assets are disallowed. Under cash basis, bad debts are not relevant because the income was never recorded.

Box 28 — Accountancy, legal and other professional fees

Fees for accountants, solicitors, surveyors, architects, professional indemnity insurance and other professionals — where the work relates to the trade.

The position on accountancy fees is more nuanced than widely understood. HMRC's Business Income Manual at BIM46450 confirms: "Fees incurred for preparing accounts for commercial reasons and for many other accountancy services satisfy the 'wholly and exclusively' test." Strictly, fees for "computing and agreeing the tax liability on trading profits" are not allowable. However, HMRC has a longstanding published practice of allowing normal recurring legal and accountancy expenses incurred in preparing accounts and agreeing the tax computation on trading profits.

In practice:

If your accountant's invoice covers both business and personal work, claim only the business proportion.

Box 29 — Depreciation and loss or profit on sale of assets (traditional accounting only)

Depreciation is shown on the form for accounting purposes but is always disallowed for tax. Use capital allowances instead.

Box 30 — Other business expenses

Trade or professional journals and subscriptions to relevant professional bodies, sundry running costs, and net VAT payments where applicable. Excluded by HMRC: payments to clubs, charities or political parties; everyday clothing.


Two specialist categories worth calling out

Clothing

Allowable: uniforms with your business logo; protective clothing required for your work (safety boots, hard hats, hi-vis jackets); costumes for performers (Gov.uk — Clothing expenses). Not allowable: everyday clothing, even if only worn for work.

Training

In March 2024 HMRC clarified and broadened its position on training costs (Gov.uk — BIM35660; Gov.uk — BIM42526). Training costs incurred by a sole trader are now generally allowable where the course:

Training is not allowable if it is to start a new, unrelated trade or to acquire skills disconnected from the existing business. HMRC's manual at BIM35660 contains worked examples on both sides of the line.

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Simplified expenses: the flat-rate alternatives

HMRC offers three categories of simplified expenses (Gov.uk — Simplified expenses). They are optional flat rates available to sole traders and partnerships without corporate partners.

Working from home

If you work from home for 25 or more hours per month, you can use a flat rate instead of apportioning household bills (Gov.uk — Working from home):

Hours of business use per monthFlat rate per month
25 to 50 hours£10
51 to 100 hours£18
101 or more hours£26

The flat rate covers heating, lighting, electricity and similar utilities for the workspace. It does not cover business telephone calls or internet — claim the business proportion of those on top.

Alternatively, calculate the actual business proportion of household costs (rent, mortgage interest, council tax, utilities, broadband) by rooms, time used, or another reasonable method. For high-utility homes, this is often more generous than the flat rate.

Business mileage

The flat mileage rates above (45p / 25p / 24p). These replace tracking actual vehicle running costs.

Living on business premises

If you live in your business premises (B&B, guesthouse, pub, small care home), calculate total premises expenses, then deduct a flat amount for personal use, and claim the rest (Gov.uk — Living at your business premises):

Number of people living thereMonthly flat-rate personal-use deduction
1£350
2£500
3 or more£650

For example, on £15,000 of total premises costs with two people living there year-round: deduct 12 × £500 = £6,000, claim £9,000 as a business expense.


What you cannot claim

HMRC explicitly disallows:


Record-keeping requirements

HMRC requires you to keep records of all business income and expenses, which must be accurate, complete and readable (Gov.uk — Business records).

What to keep:

How long to keep them. Self-employed individuals must retain business records for at least 5 years after the 31 January submission deadline for the relevant tax year (Gov.uk — How long to keep your records). For the 2026/27 tax year — return due 31 January 2028 — keep records until at least 31 January 2033.

If you submit a return more than four years late, records must be kept for 15 months after sending the return.

Penalties. HMRC can charge up to £3,000 per failure where you do not keep or preserve adequate records.


Making Tax Digital: now live for higher earners

MTD for Income Tax became mandatory on 6 April 2026 for the first cohort (Gov.uk — Use Making Tax Digital for Income Tax).

Mandation dateThreshold (qualifying income in prior year)
6 April 2026 (now in force)More than £50,000 (based on 2024/25)
6 April 2027More than £30,000 (based on 2025/26)
6 April 2028More than £20,000 (based on 2026/27)

"Qualifying income" is gross income (turnover before expenses), not profit. It combines self-employment and/or property income. Employment, savings, dividends and pension income do not count.

What MTD requires:

  1. Keep digital records of business income and expenses, by category. Each entry must show amount, date and category. Paper-only records no longer comply.
  2. Use HMRC-recognised MTD-compatible software, or a spreadsheet linked to bridging software via a valid digital link. Manual copy-and-paste between programs is not an acceptable digital link.
  3. Send HMRC a quarterly update of cumulative income and expenses by category. These are not tax returns — no tax adjustments are required at quarterly stage.
  4. Submit a final declaration (replacing the Self Assessment return) by 31 January following the tax year end.

Read our full guide: Making Tax Digital for Income Tax: What's Changing from April 2026


A note on National Insurance

Class 2 National Insurance was abolished from 6 April 2024 for the self-employed (with voluntary contributions still possible to maintain State Pension entitlement). For 2026/27 you only pay Class 4 NI: 6% on profits between £12,570 and £50,270, and 2% above £50,270. NI is not a deductible business expense, but it is part of your overall self-employment tax position and worth tracking alongside.


Sources

  1. Expenses if you're self-employed — Gov.uk overview and category sub-pages
  2. Simplified expenses if you're self-employed — Gov.uk, including Vehicles, Working from home, and Living at your business premises sub-pages
  3. Business records if you're self-employed — Gov.uk
  4. How long to keep your records — Gov.uk
  5. Cash basis — Gov.uk
  6. Capital allowances when you're self-employed — Gov.uk
  7. Self-employment (full) Notes 2025–26 (SA103F Notes) — Gov.uk PDF
  8. Self-employment (short) SA103S and SA103S Notes 2025–26 — Gov.uk
  9. Tax-free allowances on property and trading income — Gov.uk
  10. Business Income Manual: BIM37000 (wholly and exclusively rule) — HMRC
  11. Business Income Manual: BIM35660 (training courses) — HMRC, updated 2024
  12. Business Income Manual: BIM42526 (own training courses) — HMRC
  13. Business Income Manual: BIM46450 (accountancy fees) — HMRC
  14. Use Making Tax Digital for Income Tax — Gov.uk, updated 2 April 2026
  15. Find out if and when you need to use Making Tax Digital for Income Tax — Gov.uk

This article is general guidance for UK sole traders, reviewed against current HMRC and GOV.UK guidance on 27 April 2026 for 2026/27 planning. It is not personal tax advice. The form-box references reflect the latest published HMRC SA103F/SA103S forms (2025/26, last updated 6 April 2026); final 2026/27 form references should be re-confirmed once HMRC publishes the 2026/27 forms in late 2026 / early 2027. For complex situations — partnerships, mixed income streams, capital allowances on a vehicle, MTD readiness, accountancy fees with mixed business and personal work — speak to a qualified accountant or tax adviser.