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SIMPLE SELF-EMPLOYED

Bookkeeping Spreadsheet

Track your income and expenses, set a budget to take your business to the next level and be ready for tax-time, in one fully customisable spreadsheet!

Designed for UK Soles Traders & Side Hustlers, this all in one accounting spreadsheet lets you:

  • Create your own income and spending categories
  • Create a business budget so you can track your performance and control your spending
  • Automatically estimate your tax and payment on account with the built-in tax calculator, including if you’re employed and self-employed
  • Record your use of home allowance and travel expenses so you get the tax relief you’re entitled to
  • Be ready for filling in your tax return with the detailed income & expenses template

On sale for a limited time only. Usual Price £29. This product is not suitable if you are VAT registered or have a Limited Company & only opens in Google-Sheets.

Spend less time messing around with numbers and more time on your business!

This simple bookkeeping spreadsheet is designed by an accountant for the unique accounting needs of the UK Sole Traders, Side Hustlers and Self-Employed Business Owners.

Simply enter your income and expenses and let the template do the rest, including generating the numbers you’ll need for your tax return.

All the complicated formulas are taken care of!

On sale for a limited time only. Usual Price £29. This product is not suitable if you are VAT registered or have a Limited Company & only opens in Google-Sheets.

sole trader bookkeeping spreadsheet

What You’ll Receive

A bookkeeping spreadsheet that opens in gSheets.

An easy to follow user guide to help you get started

A Business Budgeting Guide & Workbook so you can create a financial plan for your business

Access to a Trello Bookkeeping Workflow Template

On sale for a limited time only. Usual Price £29. This product is not suitable if you are VAT registered or have a Limited Company & only opens in Google-Sheets.

An all-in-one accounts template that automatically calculates the numbers you need to track when you’re self-employed, estimate your taxes and summarises key accounting information in one easy to understand dashboard.

FAQs

Can I make copies of the accounting spreadsheet template?

The bookkeeping template is yours to keep, so you can make as many copies as you like. That means if you have more than one business, you’ll only need to pay once and make copies of the spreadsheet to use for each business.

 Does the bookkeeping spreadsheet take account of my employment income?

I designed this template with side hustlers in mind, so there is a box to enter your monthly payslip and tax deduction. The tax calculator then takes account of these figures when working out how much additional tax you need to pay, along with any payment on account.

Do I need to buy a new bookkeeping spreadsheet every tax year?

The built-in tax calculator is for the UK tax year 2021/2022, so you would need to buy a new version of the template if you wanted one with the latest rates next tax year.

Can I personalise the accounts spreadsheet?

You can change the colours and add your logo to your copy of the template. You can also see the formulas, but I don’t recommend changing them because it could affect functionality.

Do you do refunds?

As this is a digital product I am unable to issue refunds.

On sale for a limited time only. Usual Price £29. This product is not suitable if you are VAT registered or have a Limited Company & only opens in Google-Sheets.

About the Creator

Hello, I’m Anita – Chartered Accountant, spreadsheet geek and money nerd! I am on a mission to simplify money and taxes for the self-employed community and lift the lid on complicated topics like business registration, pensions, budgeting, accounting and more.

I truly believe that just because we are not taught about real-life money matters at school it shouldn’t prevent us from running our own businesses and creating a financially stable life.

I designed this spreadsheet to handle the essential information you need when you’re self employed and eliminate stress when it comes to handling your business finances and taxes. If you use it right, it will save you hours of time, improve your confidence when it comes to dealing with numbers and remove the worry around taxes.