Already bought?All tools

Tax & Self Assessment · Word · 2 pages

Tax return prep pack

Everything to gather before you log in to Self Assessment, a simple profit worksheet and the key dates.

£7once · download straight away
Works in Excel or Google SheetsNo subscription
Key dates and what to gather, from the free example file for the Tax return prep pack
UTR and Government Gateway loginTotal income for 2025–26Expenses grouped by typePension and Gift Aid

Example data. The free example file shows the full layout.

Inside the free example file

Set from the example file’s own text, headings and tables. The yellow parts are the ones you fill in.

Key dates and what to gather, from the free example file for the Tax return prep pack
Key dates and what to gather
Profit worksheet, from the free example file for the Tax return prep pack
Profit worksheet

Download the free example file

What it does

Everything to gather before you log in to Self Assessment, a simple profit worksheet and the key dates.

Best for: Anyone filing a Self Assessment return.

What’s included

Word · 2 pages

  • Checklist of 10 documents and figures
  • Profit worksheet, with the £1,000 trading allowance option
  • Before-you-submit checks and HMRC links

How it works

  1. Tick off each document as you find it.
  2. Fill in the profit worksheet.
  3. Run through the before-you-submit checks.
  4. Log in to HMRC with everything in front of you.

What it doesn’t do

Doesn't file your return or check your figures. Complicated situations need an accountant.

Packs help you organise and prepare. They are not legal or tax advice and can’t guarantee you meet every rule.

Price and delivery

£7once
  • Download links straight after payment, by Stripe
  • Links work 3 times within 14 days; the file is stamped with your email and order number
  • Lost the links? Ask for them again

Also in these bundles

  • Self-employed starter · 3 packs for £19 (£28 separately)Buy £19
  • Everything · 8 packs for £39 (£78 separately)Buy £39

Questions

Can I see it before I buy?

Yes. Download the free example file: it shows the layout with sample data, as a locked preview. The paid file is yours to fill in.

What do I get, and how?

The file downloads straight away after payment. Your links work 3 times within 14 days, and the file is stamped with your email and order number. Lost the links? Ask for them again.

Does it work in Google Sheets?

Yes. Every pack works in Excel or Google Sheets, and the Word files open in Word or Google Docs. There are no macros.

Is it a subscription?

No. One payment, and the file is yours to keep using.

Can I get a refund?

As these are digital files, change-of-mind refunds are not available once they are issued, so please look at the free example first. If a file is faulty or not as described, your legal rights are not affected. Refund terms.

More in Tax & Self Assessment

All tax tools
QuarterIncomeCostsProfit
Q1£1,130.00£81.47£1,048.53
Q2£900.00£88.60£811.40
Year£2,450.00£175.07£2,274.93

Sole trader records

Log income, expenses and mileage as you go. It adds everything up by quarter and gives you your profit for the tax return.

£12 once · Excel
Sam Patel DesignINVOICE
INV-0003 · Due 5 Oct 2026
Social media pack£900.00

Invoice and receipts kit

Invoices numbered for you, an invoice that fills itself in from one number, overdue payments in red, and a monthly tax pot.

£9 once · Excel