Self-Assessment Tax Prep

About the Self-Assessment Tax Prep

Self-Assessment is stressful when your figures are scattered — this tracker makes it calm. Log your income and expenses through the year, and it keeps a running total of your total income, allowable expenses and taxable profit, then estimates the Income Tax and Class 4 National Insurance you should be setting aside so the bill never comes as a shock.

The dashboard shows your income, expenses, taxable profit, estimated tax, estimated NI and a total to set aside, plus an expenses-by-category breakdown that lines up neatly with the boxes on your return. When it is time to file, or to hand everything to your accountant, your figures are already organised.

Built in Excel and Google Sheets with clearly marked input cells and sample entries, it works on any device. Please note it gives estimates to help you prepare and set money aside — it is not tax advice, so always confirm with HMRC guidance or your accountant. For deeper VAT tracking, see our [VAT & Tax-Prep Tracker](#/product/vat-tax-prep-tracker).

Who it's for

What's included

• Log income and expenses through the year
• Automatic taxable profit calculation
• Estimated Income Tax and Class 4 NI to set aside
• Expenses-by-category breakdown
• Clearly marked input cells; sample data included
• Works in Excel and Google Sheets, on any device

How to download & use it

1. Check your email. The moment your payment goes through, we email your files to the address you enter at checkout. They usually arrive within a minute or two — if not, check your spam or promotions folder.
2. Download your files. Open the email and click the download button. Your files save straight to your device — nothing is posted, it is all instant and digital. Keep the email so you can re-download any time.
3. Open it. Open the file in Microsoft Excel, or upload it to Google Sheets (in Google Drive: New → File upload, then open with Google Sheets). It works on desktop, tablet and mobile.
4. Make it yours. Type into the highlighted input cells — everything else calculates automatically. Most files include a "Start Here" tab and sample data to guide you.

Need a hand? Every purchase includes free email support and free updates for life. If a file ever will not open, reply to your receipt and we will sort it.

Frequently asked questions

Is this tax advice?

No — it gives estimates to help you prepare and set money aside. Always confirm with HMRC or your accountant.

Does it estimate my tax bill?

Yes — it estimates Income Tax and Class 4 NI from your taxable profit.

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Instant digital download. Nothing is shipped. Files are delivered to your email the moment you buy, and you can re-download them any time. Single-business licence.