£9
Freelancer Tax Tracker Spreadsheet
Track your income, log expenses, and know exactly what you owe HMRC — every quarter, no surprises. Built for UK sole traders and freelancers.
Buy Now — £9
Instant download • Works in Excel & Google Sheets • 2025/26 & 2026/27 tax years
Stop guessing what you owe
Most freelancers get a nasty shock at tax return time. They've spent their tax money, forgotten about Class 4 NI, and missed claimable expenses. This spreadsheet fixes all of that.
Enter your invoices and expenses as you go. The spreadsheet calculates your income tax, National Insurance, and payments on account automatically — so you always know your number.
What's inside
- Income tracker — log every invoice with client, date, amount, and payment status
- Expense tracker — categorised by HMRC allowable expense types (with examples)
- Quarterly tax calculator — see your estimated tax bill updated in real-time
- Tax set-aside tracker — know exactly how much to move to your tax savings pot
- Payments on account estimator — no more surprises in January and July
- Mileage log — track business miles at 45p/25p HMRC rates
- Annual summary — feeds directly into your SA100 self-assessment boxes
- 2025/26 and 2026/27 tax bands — correct thresholds, rates, and NI classes
Built for how freelancers actually work
📊 Dashboard view
One glance shows your total income, expenses, profit, and estimated tax. Updated as you enter data.
🏷️ HMRC categories
Expense categories match the self-assessment form exactly — no translation needed at tax time.
📱 Works everywhere
Excel, Google Sheets, LibreOffice. Open it on your laptop or phone.
🔄 Multi-year
Includes 2025/26 and 2026/27 tax years. Duplicate the template for future years.
Who this is for
- Freelancers and sole traders who do their own bookkeeping
- Self-employed people who want to avoid a January tax shock
- Anyone who finds accounting software overkill (and overpriced)
- Side hustlers tracking self-employment income alongside a day job
"I used to just throw everything into a folder and panic in January. Now I update this spreadsheet weekly and actually know what I owe. Saved me from underpaying by £2,400 last year."
— Sole trader, graphic design
Frequently asked questions
- Does this replace accounting software?
- For most sole traders and freelancers earning under £85k, yes. It handles everything you need for your self-assessment. If you're VAT registered or have employees, you'll want proper software alongside this.
- What format is the download?
- You'll get an .xlsx file that works in Microsoft Excel, Google Sheets, and LibreOffice Calc. No special software needed.
- Is this just for the current tax year?
- It includes tabs for 2025/26 and 2026/27 with the correct tax bands. You can duplicate the template for future years and update the rates.
- I'm not great with spreadsheets — will I manage?
- Yes. You just fill in highlighted cells (income amount, expense amount, category). All calculations are automatic. There's a quick-start guide on the first tab.
- Can I get a refund?
- If the spreadsheet doesn't work as described, email us and we'll sort it out. But we're confident you'll find it useful from day one.
Know your tax number. Every quarter.
Stop guessing. Start tracking. £9 for peace of mind all year.
Buy Now — £9
Instant download after payment