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Sole Trader Tax Estimator 2026/27
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Sole Trader Tax Estimator 2026/27

Estimates the Income Tax and National Insurance on your self-employed profit for 2026/27, when it is due, and what to save each month

£12.00

How you’ll receive this product

Available to download as soon as your payment is confirmed

This is delivered digitally. As soon as your payment is confirmed you will get a private link to your files on your order page. Keep the link to that page — it is where your purchase lives.

You receive

  • Sole Trader Tax Estimator 2026/27 — sole-trader-tax-estimator.zip
  • Secure Stripe checkout — we never see your card details
  • Your files appear on your order page the moment payment clears

About this product

Know what to put aside, so 31 January is not a shock.

What it does

  • Keep a simple list of income and expenses through the year - expenses use the categories on the Self Assessment self-employment pages.
  • It works out your profit (with mileage, equipment, or the £1,000 trading allowance if that is better for you).
  • Then an estimate of your Income Tax (20%, 40% and 45% bands, with the Personal Allowance reducing above £100,000) and Class 4 National Insurance (6% and 2%), using the 2026/27 rates.
  • Allows for a job or pension and the tax already taken off it.
  • Shows payments on account and what is due on 31 January 2028 and 31 July 2028.
  • How much to put aside each month, and whether Making Tax Digital will apply to you.

Every rate is on one sheet with where it came from, checked in September 2026.

For England, Wales and Northern Ireland. An estimate to help you save - not a tax return, and not tax advice.

Features

  • Income Tax and Class 4 NI for 2026/27
  • Personal Allowance taper above £100,000
  • Allows for a job or pension alongside
  • Payments on account and due dates
  • Monthly amount to put aside
  • Expense totals by Self Assessment category
  • Every rate on one sheet, with sources
  • Works in Excel and Google Sheets

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