Five spreadsheets for the books, 2026/27
Self assessment, the side hustle tax tracker, the HMRC mileage log, quotes and invoices, and a twelve month cash flow forecast, in one download. Excel and Google Sheets.
What you get
- 5 Excel workbooks, 46 tabs and 32 chartsSelf assessment spreadsheet, side hustle income and tax tracker, HMRC mileage log, invoice and quote tracker, cash flow forecast
- Google Sheets versionsA make-a-copy link for each spreadsheet on the bundle Open me first page
- 5 PDF guidesEvery tab explained, with the sums checked by hand
- Two zips and an Open me first pageOne folder per spreadsheet inside the zips, each with its workbook, its guide and its own Open me first page
Why this one
- Your figures mapped to the SA103 boxesThe self assessment spreadsheet works out Class 4 NI and payments on account from what you type.
- What to put aside around a salaryThe side hustle tax tracker shows the tax on a side income on top of a job.
- Every business mile claimedThe HMRC mileage log claims each trip at the current rates and keeps the record HMRC asks for.
- A quote or an invoice in a minuteThe invoice and quote tracker prints either one and shows who owes you.
- Twelve months aheadThe cash flow forecast lays out money in and out and flags the lowest point.
How it works
- Unzip on a computerTwo zips, one folder per spreadsheet, each with its workbook, its guide and its own Open me first page
- Start with one fileThe self assessment spreadsheet: Settings first, then Income and Expenses
- Add the others as you need themYour salary on the tax tracker, your car on the mileage log, your first quote on the invoice tracker
Who it is for
Sole traders and side hustlers in the UK who keep their own books: anyone selling in their own name rather than through a limited company, with or without a salary beside it. Self assessment is the yearly tax return a sole trader sends to HMRC, and SA103 is the self employment part of that return. Only switch VAT on if you are VAT registered.
Questions
Do I need Microsoft Excel?
No. Each spreadsheet has a Google Sheets version, which is free with a Google account. The Excel files also open in the free web version of Excel.
How do I get it?
Straight after payment it is in your library on this site: two zip files and the bundle Open me first page with the Google Sheets button for each spreadsheet.
Which tax year is it set for?
The 2026/27 tax year. Every rate and threshold sits on a Settings tab, so you can update it when HMRC changes a figure.
I am a limited company director. Is this for me?
The self assessment file is for sole traders. The invoice tracker, mileage log and cash flow forecast work for any small business. A director salary and dividend calculator is sold separately on this site.
Is this tax advice?
No. The figures are your own, worked out to help you plan. Your accountant and HMRC have the final say.
Made by Izhar Shah. I built a brand in the evenings alongside a full-time engineering job, and in its first twelve months it passed £500,000 in sales. I make the sheets I wish I had when I started.
Works in
Instant access in your library after payment. Your own figures, not tax or financial advice.