Software
Mileage & Expenses Log
Log business miles and receipts as you go; it works out your mileage claim at HMRC rates and totals everything by tax year
£19.00
TemplateFeatured
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
Product questions
It is an estimate to help you put the right amount aside - not a tax return and not tax advice. It uses the 2026/27 rates for England, Wales and Northern Ireland.
Scottish income tax rates, student loans, the High Income Child Benefit Charge, pension contributions, Gift Aid, property income, capital gains, losses brought forward, partnerships and companies.
Yes, both. In Excel, just double-click the file. For Google Sheets, upload it to Google Drive and open it with Google Sheets - every formula keeps working.
No. You type only in the yellow cells. The grey cells work everything out for you.
Yes. You get two copies: one filled in with made-up example figures so you can see how it works, and a blank one for your own.
No. You pay once and the spreadsheet is yours to keep and use for as long as you like.
Reviews
No reviews yet. If you have bought this product, yours could be the first.
You might also like
- Template
Cash Flow Forecast Template
A 12-month cash flow forecast that shows your bank balance month by month and marks any month you would run short
£12.00 - AutomationDownload
Receipt Filer
Finds receipts in your inbox, files the attachments into dated Drive folders, and lists supplier, date and amount on a sheet
£15.00
