UK Sole Trader Tax Tracker 2026/27
An Excel and Google Sheets tax tracker for UK sole traders for 2026/27, built for Making Tax Digital quarters, with Class 4 National Insurance, mileage and use of home.
$19, one-time payment · Excel workbook, 10 tabs, and a 3-page setup guide
Specifications
| Brand | Stelaah |
|---|---|
| Category | Spreadsheets and tools |
| Format | Excel workbook, 10 tabs, and a 3-page setup guide |
| Price | $19, one-time payment, no subscription |
| Free version | The free UK Tax Set-Aside Tracker logs income and expenses and shows how much to put aside for income tax and Class 4 NI. |
| Files | Stelaah UK Sole Trader Tax Tracker 2026-27.zip (90 KB) |
| Works with | Open the .xlsx in Excel 365, or upload it to Google Drive and open it with Google Sheets. The setup guide is a PDF. |
| Licence | Use it yourself and in your own business, including work for your clients. Please do not share or resell the files. |
| Language | English |
| Includes | 10 tabs, 4 MTD quarters |
A tax tracker for UK sole traders and freelancers for the 2026/27 tax year, built for Making Tax Digital quarterly record keeping. Log income, expenses, business mileage and working from home, and it works out your profit, income tax at the basic, higher and additional rates, Class 4 National Insurance, and how much to set aside from every payment. The MTD Quarters tab gives your totals for each quarterly update with its due date, Self Assessment gives your SA103F totals, and Tax Payments shows your payments on account and the 31 January balancing payment. It also checks the MTD income threshold and the £90,000 VAT threshold. Money in pounds. Works in Excel 365 and Google Sheets. For England, Wales and Northern Ireland; Scottish rates can be typed in. Estimates only, not tax advice.
See inside
What's inside
Excel 365 and Google Sheets, plus a 3-page setup guide. Money in £, with example income and expenses.
| Section | Pages or size |
|---|---|
| Start Here | 1 tab |
| Settings | 2026/27 rates and thresholds |
| Dashboard | 1 tab |
| Income | 300 rows |
| Expenses | 600 rows, 14 HMRC categories |
| Mileage | 300 journeys, 45p and 25p |
| Use of home | 12 months, flat rate |
| MTD quarters | 4 updates |
| Self Assessment summary | SA103F totals |
| Tax payments | payments on account |
| Setup guide | 3 pages |
Who it's for
- UK sole traders
- Self-employed freelancers in the UK
You may be looking for
- UK sole trader tax spreadsheet
- Making Tax Digital spreadsheet
- self assessment spreadsheet
- SA103 tracker
- mileage allowance tracker
Guides
Works with
Open the .xlsx in Excel 365, or upload it to Google Drive and open it with Google Sheets. The setup guide is a PDF.
Questions
- Which apps does it work with?
- Open the .xlsx in Excel 365, or upload it to Google Drive and open it with Google Sheets. The setup guide is a PDF.
- How much does it cost?
- $19, a one-time payment. There is no subscription.
- What do I download?
- Stelaah UK Tax Tracker - Free.xlsx (315 KB).
- Can I share or resell it?
- Use it yourself and in your own business, including work for your clients. Please do not share or resell the files.