Sole Trader Income & Expense Tracker

Simple bookkeeping for UK sole traders. Log income, expenses and business miles as you go, and see your totals for each quarter of the tax year, 6 April to 5 April.

What's included

• Runs on the UK tax year, with entries sorted into standard quarters automatically
• Income log with invoice numbers and paid or unpaid status
• Expense log with common self-employed categories and a receipt check
• Mileage log with a running total and the allowance worked out for you (rates editable)
• Summary with quarterly totals, profit so far and expenses by category
• A chase list: unpaid invoices, missing receipts and entries outside the tax year
• Step-by-step PDF setup guide

How it works

Delivered as a ZIP file containing the spreadsheet and a PDF setup guide. Unzip it, then open the spreadsheet in Excel, or upload it to Google Drive and open it in Google Sheets. Use one copy per tax year.

Important

This spreadsheet keeps organised records. It does not submit anything to HMRC. If you're in Making Tax Digital for Income Tax, you'll need HMRC-compatible or bridging software to send updates. Check allowable expenses and current mileage rates on GOV.UK.

Instant download

Your files are available straight after payment. By completing your purchase, you agree to immediate access to your download and acknowledge that you lose your 14-day right to cancel once it's made available. If a file is faulty or not as described, we'll fix it, replace it or refund you. See our Refund and Cancellation Policy.

This template is a record-keeping tool, not tax or financial advice. Read our full statement.