Self Employed Tax Log UK Excel Template | Income, Expenses, Mileage, Home Office and Tax Set Aside

For self employed people and sole traders in the UK filing self assessment. Lost receipts, missed mileage and a surprise tax bill make January stressful. This workbook logs income and allowable expenses, works out mileage and the flat rate home office claim, and shows how much to set aside for tax each month.

What it covers

• Income log for invoiced and cash income
• Expense log with categories as HMRC sees them
• Mileage log calculated at 45p a mile
• Flat rate home office claim calculated for you
• Monthly tax set aside so the bill is covered
• Deadlines tab plus a dashboard that reads every tab live

Who it is for

Suits UK sole traders, freelancers, tradespeople, contractors and anyone self employed who files a self assessment return.

What is inside

• Easy Setup, your lists in one place so every dropdown matches how you work
• How To Use and Quick Start guides, from download to working in ten minutes
• Dashboard
• Income Log
• Expense Log
• Home Office
• Mileage Log
• Tax Set Aside
• Deadlines
• Notes and Actions and Log and Diary tabs

How it works

Open the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.

What you get

• One editable Excel (.xlsx) workbook with 11 tabs
• Built for Microsoft Excel, no macros and no formulas for you to write
• Example rows included so you can see every feature working
• Commercial licence, use in your own business, not for resale
• Instant digital download, no physical item shipped

Small print

Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.