Sole trader records: £12, Excel

Quarter	Income	Costs	Profit
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

Inside the free example file

Rendered from the example file in Excel, at the size it opens on screen. The rows are sample data, and the file is marked as an example.

Income, from the free example file for the Sole trader records — Income

Expenses, from the free example file for the Sole trader records — Expenses

Summary, from the free example file for the Sole trader records — Summary

Download the free example file

What it does

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

Best for: Sole traders using the cash basis.

What’s included

Excel · 5 tabs

Income, expenses and mileage tabs
Quarterly totals using the Making Tax Digital periods
HMRC expense categories; mileage at 55p / 25p a mile

How it works

Add a row each time money comes in or goes out.
Pick an expense category from the list.
Log business trips; the mileage claim works itself out.
Check the Summary tab each quarter and at year end.

What it doesn’t do

Can't send updates to HMRC on its own and doesn't decide which costs are allowable for you.

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

Price and delivery

£12once

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

Buy £12

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.