Compatible with Excel & Google Sheets
UK Self-Assessment Tax Planner
Track your sole trader profits, dividends, and property rental income offline. Fully updated for the 2026/27 tax year with real-time tax forecasting and automatic HMRC self-assessment box mapping.
HMRC Box Mapping: Categorizes your numbers directly to SA103S forms.
2026/27 Tax Calculations: Auto-calculates Income Tax, NI Class 2/4.
Transaction Log: Log sole trader income and expenses easily.
Offline Privacy: Run all calculations inside your own spreadsheet securely.
One-Time Purchase
£14.99
Get the SpreadsheetFrequently Asked Questions
Does this planner support Google Sheets and Microsoft Excel?
Yes. The download includes both fully optimized .xlsx files for Microsoft Excel and dedicated Google Sheets copies.
Are the HMRC tax rates updated for 2026/27?
Yes, all tax brackets, National Insurance rates, and allowances are pre-configured to match the latest official 2026/27 UK tax guidelines.
How is the product delivered after purchase?
Upon secure checkout completion, you will instantly receive a download link via email to access your spreadsheets immediately.
Is my financial data kept secure?
Absolutely. All calculations happen entirely offline inside your own local spreadsheet. None of your financial records are sent online.