Four professional Excel templates built for UK sole traders and landlords. HMRC-ready, MTD-aligned, and designed to save you hours every quarter.
Each workbook is self-contained, formula-driven, and ready to use. No macros, no add-ins, no nonsense.
Complete Making Tax Digital income & expense tracker with quarterly submission packs, receipt logging, bank reconciliation, and data quality checks.
HMRC-compliant mileage log using simplified expenses. Save routes, manage vehicles, auto-calculate claims at 45p/25p rates.
Estimate your full tax bill, see what you owe on each date, and get a month-by-month saving plan.
Multi-property portfolio tracker aligned to SA105. Log rent and expenses, see profitability, export year-end figures.
Open it, fill in the cream cells, and you're tracking. Quick-start guides walk you through in under 10 minutes.
Native Excel formulas. No VBA, no security warnings. Works in Excel, Google Sheets, and LibreOffice.
MTD quarterly periods, SA105 box numbers, simplified mileage rates, correct 2026/27 tax bands.
Receipt tracking, data quality flags, exception reports, and reconciliation sheets built in.
YTD profit, tax to set aside, missing receipts, flagged entries — all auto-calculated.
From daily logging to year-end summaries, every step is covered.
Income, Expenses, Summaries, Dashboard, Submission Packs, Receipt Tracker, Reconciliation.
Mileage Log, Saved Routes, Vehicle Register, HMRC Rules, Quarterly & Annual Summaries.
Your Details, Tax Breakdown, What You Owe, Saving Plan, Tax Rates reference.
Property Register, Transaction Log, Dashboard, SA105 Summary.
Every template includes an auto-calculating financial overview.
No limits. Log as many transactions as your business needs.
All four templates. Updated for 2026/27 with correct rates, thresholds, and quarter dates.
The complete MTD bookkeeping workbook for UK sole traders. Track every penny, reconcile your bank, and generate submission-ready figures every quarter.
HMRC-compliant mileage records using simplified flat-rate expenses. Save routes, manage vehicles, auto-calculate the 45p/25p threshold.
Know what you owe, when it's due, and how much to save each month. No more January panic.
Manage your rental portfolio in one workbook. Every transaction maps to SA105 boxes.
Rent & property income
Repairs, insurance, services
Loan interest & finance
Legal & professional fees
Practical, no-nonsense Excel templates for UK self-employed workers and landlords.
HMRC tells you to "keep records" but doesn't give you a tool. Most people end up with a messy spreadsheet and a panicked January evening.
We built the templates we wanted — workbooks that handle HMRC structure, auto-calculate figures, and flag problems before they cost you money.
UK sole traders, freelancers, contractors, and landlords who want organised tax records without accounting software.
If you're comfortable with Excel and want something with correct HMRC rates and MTD quarter dates baked in — this is for you.
Every rate checked against official HMRC guidance. Updated each tax year.
No macros, no VBA. Pure formulas that work everywhere.
One-time purchase, no subscriptions. Less than a takeaway coffee.
Everything you need to know about our templates.