UK Self-Employed Tax Tracker 2026/27

What this spreadsheet is for

Know roughly what to set aside for tax all year, not just in January. This Excel spreadsheet is for UK sole traders, freelancers and side hustlers in England, Wales and Northern Ireland, covering the 2026/27 tax year (6 April 2026 to 5 April 2027).

Territory coverage: For UK sole traders, freelancers and side hustlers in England, Wales and Northern Ireland, covering 6 April 2026 to 5 April 2027. The estimate does not include Scottish income tax bands.

Information last checked October 2026.

The estimate assumes this is your only income and does not include Scottish income tax bands, student loans or other reliefs. It does not send anything to HMRC. A record-keeping and guidance tool, not tax advice.

This is a standalone digital spreadsheet from the Work & Self-Employment collection.

About this collection

A fillable UK job-search workbook, and an Excel tax tracker for sole traders in England, Wales and Northern Ireland for 2026/27. Planning tools, not recruitment or tax advice.

What's inside

• Income, expenses and mileage logs, with dates, drop-down categories and simplified mileage rates
• Self Assessment expense categories, each marked as deductible or not (for example, business entertainment and depreciation are not deducted)
• A summary with profit, an estimate of Income Tax and Class 4 National Insurance, and a monthly set-aside figure
• Cumulative quarterly totals to help with Making Tax Digital for Income Tax
• An editable rates sheet, a trading allowance option and a capital allowances box
• A Start Here sheet with key dates and clear instructions

Format and access

• File format: Excel workbook (.xlsx)
• Territory coverage: England, Wales and Northern Ireland for the 2026/27 tax year. The estimate does not include Scottish income tax bands.
• Information last checked October 2026.
• Download link is emailed after purchase.
• Price: £12.99 (GBP)

Frequently asked questions

Still have questions? Contact us or email support@shieladgt.uk.