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Sole Trader Bookkeeping Spreadsheet

A simple bookkeeping spreadsheet for self-employed business owners that estimates your tax and generates the numbers you need for your self-assessment tax return. 

bookkeeping spreadsheet

Organise your business finances, track your income streams and keep an eye on your spending, all in one place.

Compatible with Google Sheets and Excel, all you have to do is enter your figures into a single data entry tab and the spreadsheet takes care of the rest:

  • Estimating your tax bill (including if you’re employed & self-employed);
  • Estimating your payment on account, if required;
  • Producing monthly and yearly overviews of your income and expenses;
  • Updating a dashboard summarising the key numbers you need to make financial decisions about your business;
  • Generating the numbers you need to fill in your tax return.

Not Suitable for Limited Company Owners

With the comprehensive setup guide, you’ll have everything you need to configure the bookkeeping spreadsheet for your needs so you can immediately start doing your bookkeeping and learn how to use it best moving forward. 

Save hours of time creating your own spreadsheet and messing around with formulas, without a monthly subscription.

Change the colours and fonts to suit your brand and aesthetic. Use it to avoid the monthly subscription costs of using complicated accounting software.

The bookkeeping spreadsheet also includes:

  • Customisable income & expense categories
  • Mileage claim form (set up with HMRC approved rates)​
  • Annual and monthly overview of your income, expenses and profit​
  • Cash expense claim form
  • Home office claim form (using HMRC-approved rates)​

Spend less time messing around with spreadsheets and more time doing the things you love

What You’ll Receive:

A PDF document will be sent straight to your inbox with:

🔗 A link to the Excel version of the accounting spreadsheet;

🔗 A link to the Google Sheets version of the accounts template;

🔗 Instructions on how to set up your bookkeeping spreadsheet.

Not Suitable for Limited Company Owners