VAT & Tax-Prep Tracker (UK)

About the VAT & Tax-Prep Tracker (UK)

VAT returns are stressful when your figures live in five different places. This VAT & Tax-Prep Tracker pulls them together. Log your sales and purchases on their tabs, tag each with a quarter, and the summary automatically works out your net figures, VAT on sales, VAT on purchases and the VAT due for every quarter — plus your annual position.

VAT at 20% and gross totals are calculated for you on every line, so all you enter is the net amount and the quarter. A quarterly bar chart shows your VAT due at a glance, making it easy to set money aside before the bill arrives. It is ideal for UK sole traders and small limited companies who want to stay on top of VAT without paying for complex software.

Built in Excel and Google Sheets with clear inputs, sample entries and freeze panes for mobile. Please note this is a preparation tool to organise your figures, not tax advice — always confirm with your accountant or HMRC guidance.

Who it's for

What's included

• Separate sales and purchases ledgers with quarter tagging
• VAT (20%) and gross totals calculated automatically on every line
• Quarterly summary: net sales, VAT out, net purchases, VAT in, VAT due
• Annual VAT position and a VAT-due-by-quarter chart
• Sample entries and colour-coded input cells
• Works in Excel and Google Sheets, mobile-friendly

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

Can I change the VAT rate?

Yes — the 20% rate is in the formula and can be adjusted for different rates or schemes.

Is this MTD-compliant software?

No. It prepares and organises your figures; it does not file to HMRC. Use it alongside your accountant or MTD software.

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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.